ABOUT
Dr. Donald C. de Rozario
Dr. Donald Charles de Rozario is a seasoned professional with over 30 over years of experience in wealth management. He currently provides Wealth Advisory to various companies.
He leads a team of Wealth Advisors providing professional advisory services across investment, insurance and estate planning-delivering strategic and sustainable financial solutions to clients in Malaysia, Singapore and Indonesia.
Dr. Donald earned his Certified Financial Planner (CFP) and Registered Financial Planner (RFP) certifications in 2007 and became a Licensed Financial Planner in 2008. He holds a Ph.D. in Financial Planning from Pebble Hills University, USA, and a second Ph.D. in Practical Ministry from the Wagner Leadership Institute, awarded in 2015.
Dr. Donald has held senior roles in major financial institutions achieving Million Dollar Round Table (MDRT) status and National Top Producer club recognition. He is also a respected speaker in wealth management planning and Christian financial planning.
ADC Wealth Resources Sdn. Bhd.
ADC Wealth Resources Sdn. Bhd. collaborates with leading financial institutions including Crewstone International, CreateWills Sdn.Bhd., Allianz Life & General, Kenanga Investors Berhad and several Trustee companies in Estate Planning.
Our Mission
To empower individuals, families and businesses with comprehensive and strategic wealth management solutions that promote financial growth, protection and legacy continuity across generations.
We are committed to delivering trusted, ethical and personalized advisory services that enhance our clients' financial well-being both locally and globally.
Our Vision
To be a leading wealth management firm in Asia recognized for our integrity, expertise and innovation in helping clients achieve lasting financial success and security.
Our goal is to protect what you care about most
APPROACH
Our vision is to empower clients with holistic wealth planning encompassing protection, accumulation, preservation, and distribution, ensuring a comprehensive and purpose-driven financial journey.
What our clients are saying
‘Dr Donald de Rozario has been servicing me for over 30 years and have never failed me in his excellent service till today. I would highly recommend his services to my friends which I have done’
- Denis Poo Kooi Fatt, Managing Director of BOS Wealth Management
‘Dr Donald de Rozario has been servicing my husband, children & myself for decades and have never fail me in his wonderful service. Without any reservations, I will gladly introduce and refer my contacts and friends to him in the area of financial planning'
- Doria Bien, Businesswoman
I have been with Dr. Donald de Rozario for decades with multiple policies. My advice to clients looking to buy insurance is to look not only at the policies but also at the agent, as how fast or claimable can sometimes depend on the agent; Dr. Donald has proven to deliver on both fronts
- Ee Li Lian, Remiser