นักวางแผนการเงินมืออาชีพของเรา
Siriporn Lekhakula
RFC, AFPTTM, FChFP
Chief Executive Officer
Scope of work
- Comprehensive total personal financial solutions
- Investment Planning
- Retirement Planning
- Education Planning
- Risk Management & Insurance Planning
- Medical long term Planning
- Personal income tax Planning
- Local & International Financial Service & Products
Education & Experience
Bachelor of Science, Medical Technology
Mahidol University
MBA Finance & Invesment
Colorado State University, USA
Registered Financial Consultant, RFC
Fellow Chartered Financial Practitioner, FChFP
Associate Financial Planner Thailand, AFPTTM
CFP® Module 1 - 6 training
High Networth Wealth Management, SG
High Networth Wealth Management, HK
International Financial Products & Service, SG/HK
Investment Planner licensed from SEC
IP license No. 030006
Insurance license
License No. 3801033269
Chief Executive Officer
Integrated Wealth Solution Co., Ltd.
Instructor of Fellow Chartered Financial Practitioner, FChFP
Former investment banker
Kasikorn Bank