Years of experience: 16

Economics&FinanceCertified Wealth and Estate PlannerOperationsStartup FounderCEO🐦 Design

Trusted by top professionals

Trust Score

Exceptionally trusted; proven professional excellence.

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Wynchell's Career Path
Executive Coach / Branding Strategist and Business CoachSep. 2021 -
Present
Dream Life DesignerExecutive Coach / Branding Strategist and Business Coach
Philippines
Manager CandidateJul. 2019 -
Feb. 2022
Sun Life Financial of Canada (UK)Manager Candidate
Metro ManilaCurrently breeding a team of like-minded people --COMPETENT, CONFIDENT YET COACHABLE Financial Advisors, guiding them to a purposeful and rewarding career. 👊🏻
Financial PlannerAug. 2017 -
Present
Sun Life Financial of Canada (UK)Financial Planner
NCR - National Capital Region, Philippines

Wynchell's Posts

  • How I can help you

    • Guide families in wealth creation and protection • Offer cashflow management and financial planning • Expertise in life/health insurance, investments • Drive traffic to generate leads and book meetings • Affiliated with nonlife insurance firms

  • People I am looking for

    • Companies needing insurance/wealth management • Clients seeking financial coaching and estate planning • Family businesses requiring wealth advisory services

  • Experience & Cases

    • Assisted families in comprehensive financial planning • Expertise in health, education, and retirement planning • Managed investment portfolios for diverse clients • Maintained confidentiality of client identities

  • How to contact

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  • About myself

  • Job Description

  • How to contact

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