Karen's specialism01Estate planning
Wills, Lasting Power of Attorney, CPF and insurance nominations, trusts and legacy structures, so what you have built passes on clearly, kindly and without dispute.
All team members
REP NO. TSH100042629
REP NO. TSH100042629Executive Wealth Managers · Affinity Group
KarenTang
Executive Wealth Manager
CFP®Women LeadersRetirement PlanningMicro-RetirementWealth ProtectionLegacy Planning
Karen is a CERTIFIED FINANCIAL PLANNER (CFP®) and AEPP® who has been helping women leaders in Singapore make life-transforming decisions since 2006. A former business analyst and change-management consultant with a global bank across Asia and Europe, she brings analytical rigour and a signature set of visual tools to comprehensive wealth planning — investments, protection, retirement and legacy. An MDRT qualifier in 2020 and 2021 and a regular voice in the media — CNA Money Mind, CNA938, CNA Insider, Her World and CNA Lifestyle — she is known for making complex decisions feel clear and for championing “micro-retirement” as a fresh way to rethink work, money and the pace of life. Her clients describe her as a trusted friend who genuinely has their best interests at heart.
“Life isn't meant to be all work, then rest. Plan for both.”
In Karen's words
WA +65 9873 1075karen.tang@infinityfa.com.sg
Credentials & recognition
Two decades of proof.
Karen's designations and industry honours — every one of them earned since starting in 2006.
Million Dollar Round Table
2 consecutive years · 2020–20212020MDRT
2021MDRT
2× MDRT
Professional designations & qualifications
- Certified Financial Planner™CFP®Designation · Financial Planning Association of Singapore
- Associate Estate Planning PractitionerAEPP®Designation · Estate Planning Practitioners Ltd (EPPL)
In Karen's words
Helping women leaders make life-transforming decisionsAnalytical rigour, practical insight and visual tools that turn complex choices into confident ones
With over 15 years in wealth management and a prior career as a business analyst and change-management consultant with a global bank across Asia and Europe, I bring analytical rigour and practical insight to every client engagement.
I specialise in comprehensive wealth planning — investments, protection, retirement and legacy — and my clients appreciate the visual tools I use to help them make confident, well-informed decisions and stay on track towards their goals with greater clarity and certainty.
Areas of advice
Financial Protection PlanningRetirement & CPF PlanningInvestment & Wealth PlanningEstate & Legacy Planning
Media & press
Karen in the spotlight.
Featured conversations, testimonials and coverage — a closer look at how Karen shows up beyond the meeting room.
CNA Insider
Rethinking retirement and the pace of life
CNA938 MoneyMind · Radio interview · Mar 2021
Women and financial literacy
On stage
Karen at our events.
An event where Karen spoke, hosted or shared — watch the highlights right here.
See every event highlight, by theme, on the events page.
How we can help
Conversations Karen can guide you through.
Karen specialises in estate planning, insurance advisory and personal financial planning, and is backed by specialist pathways across the branch for everything else.
Karen's specialism01
Karen's specialism02Insurance advisory
Life, health, critical illness, disability and long-term care cover, reviewed against what your family actually needs rather than what a brochure suggests.
Karen's specialism03Personal financial planning
One honest picture of your income, spending, debts, CPF and goals, turned into a plan you can actually follow as life changes.
Karen's specialism04Retirement planning
CPF LIFE, SRS, annuities and income drawdown strategies that turn decades of work into a retirement you can enjoy, including a micro-retirement along the way.
05Investment management
Diversified portfolios, unit trusts, ILPs and regular reviews built around your risk appetite and time horizon, not market noise.
06Tax planning & optimisation
Making sensible use of SRS, CPF top-ups and relief-eligible structures so more of what you earn stays working for you.
More of the team
