Ann Marie Regal, CFP®

I work with globally mobile and local clients in Singapore, the United States, and beyond who are seeking fiduciary advice and transparent fee structures.

 My team of CFP®, CFA®, EA, and CAIA® designation holders is dedicated to meeting the highly complex planning and wealth management needs of cross-border clients through comprehensive, holistic financial planning.

For clients who want a truly global view of their wealth, we use Addepar to aggregate public, private, and alternative assets into a single platform. This enables unified performance and risk analysis across all currencies, providing a clear, complete, and meaningful picture of a client’s financial life.

We offer more than 20 professionally managed portfolios across USD (onshore and offshore ETFs), GBP, EUR, SGD, AUD, and global currencies, available through both ETFs and individual securities. By the end of 2026, Avrio’s portfolios will be GIPS® verified, ensuring transparency and global comparability in performance reporting across jurisdictions where standards can vary significantly.

I am apart of FPA, FPAS (Financial Planning Association Singapore), AFA(S) (Association of Financial Advisers Singapore). 

Avrio Wealth was founded in 2020 to offer fee-based wealth planning and investment management to global families who require an international perspective including US taxpayers. 

Our belief is that client relationships begin with a financial plan. Through planning we create long term relationships with our clients and help guide them to achieve their financial goals.The owners are CFP Professionals and Singapore Permanent Residents with over 50 years combined of financial service experience. 

As seen in:

Wall Street Journal 

Forbes 

FPA 

Kiplinger 

Regulatory

Monetary Authority of Singapore 

Adviser Info