Experience

Consutant

• Financial Services
• 1 - 100 Employee

• Certified Financial Planner

  • Jan 2016 - Present

  EF Consultant We are Independent Financial Consultant & Financial Education, serving financial consultancy and financial education, both for personal, family, college students and the general public. EF stands for EMPOWERING FAMILY, which has vision: “Increase financial life of nation” Through MISSION: Consulting and Educating in Financial Knowledge Our Service: Financial check up, Financial consulting, Comprehensive Financial Planning, Seminars, training and workshop related to personal and family financial life: (family budget, cash flow management, asset allocation, investing & protection, financial planing for education-retirement-or other purposes) Back Ground: At this time managing personal or family finance may not be easy, even as complex as the company's financial management. The macroeconomic situation has changed; the increasing in the necessities of life, the rising cost of children's education, the increasing in life expectancy that requires preparation of an adequate pension, is examples. Lack of financial intelligence facing this situation often brings a considerable fatal impact, for examples are heavily in debt even to loss of assets. Many people assume that the family's financial problems could be solved with conventional way once, the condition has changed extremely. Further financial problems have bad impact such as disputes in the family, divorce, domestic violence, and even further financial difficulties often affect to the next generation. Unfortunately financial intelligence, not shared by most people, even by schoolchildren / students as next generation. They prepared as scientist , but it is not prepared to deal with the issue of financial management that is certain they will face. Show less



Independent Financial Consultant

• Financial Services
• 100 - 200 Employee

• Certified Financial Planner

  • Jan 2016 - Present

  Check for financial condition (financial check up) Calculate financial ratios to recomend the most good and safe Manage and organize assets Providing advice and steps should be taken to improve the financial condition Providing financial oversight Check for financial condition (financial check up) Calculate financial ratios to recomend the most good and safe Manage and organize assets Providing advice and steps should be taken to improve the financial condition Providing financial oversight