Our Expert Certified Financial Planners
Wilinda Khamdee
CFP®, CISA
Senior Personal Financial Planner
Scope of work
- Comprehensive total personal financial solutions
- Investment Planning
- Retirement Planning
- Education Planning
- Risk management & insurance planning
- Medical long term plan
- Personal income tax plan
- Estate plan
- Local & international financial service & products
Education & Experience
2023 : CERTIFIED INVESTMENT AND SECURITIES ANALYST
2020 : PROFESSIONAL BUSINESS CONSULTING PROGRAM
2017 : CERTIFIED FINANCIAL PLANNER
CFP®
2016 : INVESTMENT PLANNER LICENSED FROM SEC
IP License No. 065364
INSURANCE LICENSE
License No. 5801053790
2012 : MASTER OF BUSINESS ADMINISTRATION (SPECIALIZED IN FINANCES)
Faculty of Commerce and Accountancy, Chulalongkorn University
2007 : BACHELOR OF ENGINEERING (INFORMATION ENGINEERING)
Faculty of Engineering, King Mongkut's Institute of Technology Ladkrabang
2020 : Consultant of trustworthy and truthful content creation
Mao Invester
2019, 2021 : Special lecturer
Mae Fah Luang University, Bangkok University
2015 - 2020 : Financial Writer
financial websites: MoneyHub, SETTRADE, Wealthythai, TFPA, Thairath
2015: FORMER TV-SHOW GUEST IN TOPICS OF FINANCIAL PLANNING
Smart Money
2014: FORMER Enterprise Risk Management Specialist
Thai Oil PCL.
2007: FORMER Senior Engineer
Advanced Info Service PLC.