people
ชวลักษณ์ ทิพย์สุนทรพงษ์, CFP®
Senior Financial Planner
Financial Planner

Education / Experience

  • Bachelor of Biotechnology (Khonkaen University)
  • Senior Financial Planner at Union Wealth Mutual Fund Brokerage Securities Co., Ltd
  • Special Guest about Financial Planning on Money Channel TV
  • Investment Columnist of Money & Wealth Magazine
  • Lecturer for Investment Consultant Licensing course
  • Lecturer for Life Insurance Licensing Course
  • Speaker for SET in the City
  • Former Agency Training Manager at AIA Thailand
  • Former Production Manager at Charoen Pokphand Foods PCL. 

Certified / Training

  • Certified Financial Planner, CFP® - Thai Financial Planner Association
  • Taxation Planning and Accounting for Real Estate Business,Thai Real Estate Business School
  • The 7 Habits of Highly Effective People Trainer Certification Program  Hong Kong
  • High Net Worth Wealth Management, Taiwan
  • LAMP, GAMA’s Annual Leadership and Management Program 2018, Nashville. / USA 

 

Expertise; After Retirement Planning, Family Business Wealth Management

 

Passion; "Treating You Like Family, Serving You with Professionalism"

 

Contact ;
Email; Chawaluk.t@uwealth.co.th