people
Techathat Pomsung, CFP®
Financial Planner
Financial Planner

Education / Experience

  • 2nd class honors Master’s Degree of Business Administration (Marketing Management), St.John’s University

  • Bachelor’s Degree of Arts, Business Hotel and tourism,at Kasem bundit university

  • Financial PlannerUnion Wealth Mutual Fund Brokerage Securities Co., Ltd 

  • Financial Planner as Speaker of Jagota Brothers Trading Co.,Ltd. employees training

License & Certiflied

  • Certified Financial Planner, CFP® - Thai Financial Planner Association
  • Investment Consultant, (IC license), SEC

  • FChFP - Fellow Chartered Financial Practitioner, ThaiFA
  • Asia Pacific Life Insurance Congress 2010 (APLIC), THA
  • High Net worth Wealth Management 2017, Taiwan
  • International Management award from GAMA international 2015 - 2017, USA
  • LAMP, GAMA's Annual Leadership and Management Program 2015 - 2017, USA
  • High Networth Wealth Management, Taipei

  • LAMP, GAMA’s Annual Leadership and Management Program 2015-2017

  • MDRT, Million Dollar Round Table, The Premier Association of Financial Professionals 2013-2024

Expertise ; Business Owner (family with children), Professional employee C level

Passion ; "It is a profession that aids individuals, much like doctors care for people,
alleviating the mental burdens of individuals to bring them happiness and peace of mind.
Moreover, it is a profession that creatively impacts society positively."

 

Contact ;

Facebook;  คิดแบบเก๋ๆ - ถามตอบรอบรู้เรื่องการเงิน
Email; Techathat.p@uwealth.co.th