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Jinnaluk
Jaderungsun
  • Personal Financial Planning
  • Investment Planning
  • Retirement Planning
  • Tax Planning
  • Insurance Planning
  • Estate Planning
    • Thammasat University Bachelor of Business Administration (BBA) (International Program)
    เลือกเวลาปรึกษาโค้ช
    Professional Summary :
    • High-performing CERTIFIED FINANCIAL PLANNER™ professional with 8+ years of experience in providing financial planning strategies to client.
    • Worked with over 200 clients to provide personal financial advices.
    • Conducted more than 600 financial plans including single and integrated plan.
    • Qualified MDRT, The Premier Association of financial Professionals® from 2015-2022.
    สาขาที่เชี่ยวชาญ :
    Personal Financial Planning , Certified Financial Planner
    Investment Planning , Certified Financial Planner
    Retirement Planning , Certified Financial Planner
    Tax Planning , Certified Financial Planner
    Insurance Planning , Certified Financial Planner
    Estate Planning , Certified Financial Planner
    ประสบการณ์ในการทำงาน :

    Co-Founder and Senior Financial Consultant , Money Adwise

    Nontaburi , Thailand

    • Analyze client's information, identify client's goals, risk tolerance and circumstances to develop a holistic financial plan
    • Work with over 200 clients to provide personal financial advices
    • Conduct more than 600 financial plans including single and integrated plan
    • Compare and recommend suitable financial instruments in order to  implement client's financial plan
    • Perform annual review with clients to assess current financial status and adjust plans according to client's objectives
    • Conduct educational seminar on personal financial planning

    Independent Financial Advisor , Finnomena

    , Thailand

    Independent Financial Advisor , Phillip Securities (Thailand)

    , Thailand

    Insurance Agent , AIA

    , Thailand

    ประวัติการศึกษา :
    Thammasat University
    Bachelor of Business Administration (BBA) (International Program)
    , Faculty of Commerce and Accountancy
    , 2012-05-31

    Bangkok , Thailand

    • Awarded with first class honor for achieving cumulative GPA of 3.78 out of 4.00
    • Exchange student at Goizueta Business School, Emory University, Atlanta, Georgia, USA
    Financial Planning Standards Boards
    Certified Financial Planner
    , 2019-03-31

    , United States

    School of Tax
    Mini-MBA in Taxation
    , 2017-09-02

    Bangkok , Thailand

    • Completed Mini-MBA in Taxation-Major in General Business and in International Taxation