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Calvin Loke

Financial Services Consultant

B.B.A (Hons) in Business Administration and Economics (NUS)
Certified Associate Wealth Advisor (CAWA)

Calvin Loke is a Financial Services Consultant with Strategic Alliance, a team dedicated to building tailored financial plans that serve both protection and growth.

Calvin’s path into financial advisory was shaped by exploration and reflection. Nearing graduation, he interned in banking, but quickly realised that the traditional 9-to-6 corporate structure offered little fulfilment. The work-to-reward ratio felt misaligned with his values. What he sought instead was a career where effort had a direct correlation with results, a principle he had long internalised through sports.

Following the end of his competitive football chapter, Calvin briefly joined a football academy’s data analytics team before considering his next move. Encouraged by a conversation with his mentor, Jamson, he took time to explore the financial services industry. Officially beginning his practice in February 2024, while still an undergraduate, Calvin made the bold decision to become a student FA.

His area of expertise lies in insurance-led financial planning, with a firm belief that financial security begins with protection. “You either sell something to protect yourself or to grow your money,” he often says. Calvin focuses on helping post-graduates and pre-retirees navigate critical decisions around insurance and retirement planning. His own mother’s retirement journey inspired this focus, and his peer network remains an anchor for the clients he serves.

While the journey has not been without its challenges, Calvin remains grounded in his “why.” Emotional support from his father, and the internal motivation not to settle for a job he wakes up dreading, fuel his commitment. He believes in transparent conversations, in building relationships rather than transactions, and in being genuine with every client.

Today, Calvin Loke stands for a new generation of financial consultants who are unafraid to chart their own paths, driven not by targets, but by trust, clarity, and the courage to help others build secure and meaningful futures. For Calvin, this career is not just an escape from the rat race, it is a platform to redefine what success means, on his own terms.

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