ANN MARIE REGAL, CFP - CEO, FOUNDER
I am the Chief Executive Officer at Avrio Wealth Pte Ltd. I specialize in working with clients who have US tax connections. I have been working in the financial services industry for over 20 years.
I am one of the only fee-based American wealth planners in Singapore. I employ an integrated, consultative approach to assist my clients in all areas of wealth planning including Investment, tax, Insurance, retirement and estate planning. I also help clients Immigrate to, or expatriate from, the United States.
Prior to moving to Singapore with my family in 2007, I worked at Legg Mason Investment Counsel (LMIC), and its predecessors, providing highly tailored investment and trust strategies for affluent individuals, families and institutions. Before LMIC, I worked at Goldman Sachs.
I hold a Bachelor Degree from Syracuse University, the Certified Financial Planner (US) designation and am a member of the Financial Planning Association and the Association of Financial Advisers Singapore. I am licensed to give financial advice by the MAS in Singapore and am an Investment Advisor Representative in America. I am also a licensed life insurance producer in America.
In my free time I enjoy being with my family and our rescued pets.
SG: +65 6240 6865 | US: +1 908 818 0080
MICHAEL BORCHERT, CFP® - EXECUTIVE DIRECTOR, CO-FOUNDER
I am an Executive Director and owner of Avrio. I started my career in small and medium enterprise finance in Asia after graduating with an international business degree from Elon University. I spent eight years in China working with a range of industrial businesses worldwide on their strategic financial partnerships.
In 2010, I moved to Singapore where I focused on wealth planning for cross-border and multi-jurisdictional clients. Over the past 10 years I have assisted clients with holistic wealth planning, wealth management, retirement and legacy strategy. I work with both international and Singaporean clients for their planning needs.
I have been active in the Singapore community having served on the boards of the Financial Planning Association of Singapore and the American Association of Singapore. Additionally, I have assisted in small business consulting and strategy implementation and hold additional specializations in Estate Planning and Small and Family Business advisory.
SG: +65 6240 6865 | US: +1 908 818 0080
DANIEL WEISS, CFP®, EA, MSFP - WEALTH PLANNER
I am a Wealth Planner specializing in US expats living in Singapore. I am a Certified Financial Planner (US) professional, Enrolled Agent (EA; tax speciality), and have a Master of Science in Financial Planning.
Having lived in China, Vietnam, Argentina, and, currently, Singapore, I am well-versed in the complexities and challenges that Americans abroad face. My love for solving complex puzzles, learning continuously, seeking adventure, and making the world a better place, drew me to cross-border financial planning. My passion is helping Global Citizens put their financial house in order and successfully navigate their financial lives.
Prior to joining Avrio, I worked at a tax-centric wealth management firm advising clients on retirement planning, investments, executive stock compensation, taxes, employee benefits, insurance, college funding, and estate planning. Utilizing the Enrolled Agent designation, I prepared client tax returns. Before that, I worked at Chen Planning Consultants, one of the pioneers of holistic financial planning, and Regent Wealth Management Group, a boutique Registered Investment Advisor, serving high-net-worth individuals and families.
I am fluent in Mandarin and Spanish. In my free time, I meditate, do yoga, and explore Singapore’s hawker centers.
SG: +65 6240 6865 | US: +1 908 818 0080