Tochathorn S.
Certified Financial Planner, Financial Coach
HIGHLIGHTS Global, systematic thinking with local understanding, a mix of personal finance expertise, intensive human resources consulting, operations management, and engineering. Hands-on various experiences in regional and local roles, respect for people from different backgrounds. SKILLS AND EXPERTISE * Qualified as Certified Financial Planner (CFP) Profession, provided holistic financial approach with client's needs centric. * Received Certified Financial Education Instructor (CFEI) qualification, enhancing communication and knowledge transfer skills to translate complex financial issues to various audiences effectively. * Obtained Investment Planner (IP) License under the Securities and Exchange Commission, Thailand. * Significant experience in business development through consulting works * Successfully collaborate with a workforce from different backgrounds, nationalities across the
Earnings and projects
Last 6 months ÷ 2, the fewest it counts (since Sep 2026)
Last 6 months: $3.1k
Billed in all: $3,312$3.3k
$3.1k in the last 6 months
Earnings, last 30 days
Skill rankings: Top 11% in Financial Planning
Ranked by MRR among everyone on Upwork with the skill.
- #138Financial Planning1,216 freelancers · 🇹🇭 #2Top 11%🇹🇭#2 of 5