Lee Chi-Hsiang, CFP, MSF

Panel discussion: Managing a unified advisor brand

Current Membership Year:
2025
Total Membership Years:
14
Court of the Table Honors:
6
Top of the Table Honors:
2
Mandarin
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Through real-life case studies, this panel explores how advisors can establish a professional image from multiple perspectives, master strategies for online and offline brand synergetic development, and create personal brand value.

Lee Chi-Hsiang, CFP, MSF, has 21 years of experience in the insurance profession and holds a master’s degree in international finance. As a division manager at Nan Shan Life, he specializes in asset inheritance planning, corporate insurance policies and personal retirement planning as well as individual, medical and accident insurance planning.