Who is Lee Song Yong?
Song Yong is the founder of Stewardship, a branch of Infinity FA, and a highly accomplished financial planner with over two decades of experience. His expertise as a Certified Financial Planner™️ and Chartered Financial Consultant®️ has earned him recognition in Singapore’s financial advisory industry. Achieving Top of the Table status, representing the top 1% of financial planners globally, he has become known for his long-term, client-focused approach. Lee’s dedication to helping clients manage wealth effectively and sustainably has made him a trusted advisor for professionals, retirees, and business owners alike.
What Makes You Unique In The Way You Approach Your Work?
Song Yong stands out because of his client-centric, holistic approach to financial planning. He believes in understanding each client’s unique goals and challenges, offering bespoke solutions tailored to their needs. His focus on transparency, trust, and fostering long-term partnerships has earned him high praise from clients who value his thoroughness and patience. Additionally, Lee is committed to helping seasoned advisors, particularly those at the MDRT level, scale their practice to COT and beyond by guiding them in systematically building a client base that aligns with their vision for long-term success. His leadership in developing a practice-management system empowers advisors to achieve sustainable growth while maintaining a focus on meaningful client relationships.
If One Were To Bump Into You Outside Of Work, What Would You Likely Be Doing?
Outside of work, you’d likely find Song Yong engaging in activities that reflect his commitment to personal growth and family life. Whether it’s spending quality time with loved ones or pursuing his interests in financial education and personal development, Lee believes in striking a balance between professional excellence and personal fulfilment—principles he applies both in and out of the office. His passion for guiding others extends beyond his work, and he enjoys participating in activities that enrich his life and the lives of those around him.