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Marvin Mitchell’s Wealth Building for Filipino Freelancers: A Thought Leadership Networking Event

2024年07月12日 22:25 稿件来源:菲律賓商報   【字体:↑大 ↓小

稿件来源:菲律賓商報

2024年07月12日 22:25

  Marvin Mitchell

  @marvinmitchellofficial on Instagram

  Marvin Mitchell, a financial advisor and the founder of Compass Retirement Solutions, utilizes his expertise to guide baby boomers towards a secure retirement. Specializing in 

  areas like 401K rollovers and IRA transfers, Mitchell’s focus is on ensuring clients achieve their desired retirement lifestyle。

  In addition to his passion for finances, Marvin is a speaker, coach, and trainer certified by the John Maxwell Company. He is a member of the National Ethics Bureau.  He has served as a board member of United4Children and is Vice President of Leadership Development for Urban League Young Professionals of St. Louis。

  Wealth Creators Live

  Founded by Marvin Mitchell, we provide a comprehensive mentorship program focusing on financial literacy and wealth creation. We teach an untraditional Wealth Creation Formula designed to help individuals achieve financial freedom by having their passive income exceed their expenses. Our curriculum covers investment strategies, debt management,

  financial planning, and a holistic approach to wealth that includes relationships and community impact。

  Compass Retirement Solutions, LLC

  Compass Retirement Solutions is a financial advisory firm that is passionate about helping baby boomers, businesses, and families protect their assets and plan their income to avoid running out of money.  Our process is a journey — from the first discovery of your goals to the ongoing design and delivery of your tailored financial strategy. Blending financial tools with timeless wisdom, we ensure enduring and effective solutions. Our dedicated wealth advisors bring unmatched knowledge and experience from forensic financial analysis to comprehensive wealth management and Medicare integration to help you on your journey。

  Chinkee Tan

  @chinkeetan on Instagram

  Chinkee Tan, aka Mr. Chink Positive, is a motivational speaker on money, mindset, and success. He is the radio anchor and host of Radyo5 92.3 News FM’s “Chink Positive” which won for Best Special Program at the 20th KBP Golden Dove Awards. Tan also blogs on his personal website and Facebook page which currently has 4.5 million followers. His YouTube channel, “Chink Positive,” now has more than 2 million subscribers. 

  He has also authored three best-selling books: Till Debt Do Us Part: Practical Steps to Financial Freedom, For Richer and For Poorer, and Rich God Poor God。

  Real Talk Darbs

  @realtalkdarbs on Instagram

  Darbie Kim Estrebilla is a video creator known for his vlogs on his “Real Talk Darbs” YouTube Channel. Known for his social commentary and life advice, his videos often generate millions of views in less than 24 hours. Estrebilla has over 5M followers across his social media accounts and has received several awards in content creation。

  He is also the founder of House Creatives, a broadcasting and media production company。

  Octavia Jackson

  @lilmiss_o on Instagram

  Octavia is your go-to for account-related customer service questions. She helps process client requests, account updates and any other critical day-to-day client servicing needs. If she doesn't know the answer, she's determined to find out! In Octavia's spare time, she enjoys exploring her creative side in hair design, creative arts and everything fashion. Octavia attended Columbia College Chicago, where she developed her passion for the arts. She enjoys quality time with her husband of seven years and their witty 5-year-old daughter。

  Ria Cang

  @riacang.obm on Instagram

  Ria Cang is a talent and culture enabler with over a decade of experience in the Business Process Outsourcing (BPO) industry for Fortune 500 companies in financial institutions and technology sectors. Cang is a Certified Human Resource Professional by the IFMP and a member of AIHR, presently advancing her credentials with SHRM. Currently, Cang is the Global HR and Compliance Leader at Compass Retirement Solutions LLC, overseeing both onsite and virtual teams。

  Rio Espinosa

  Rio Espinosa is a client servicing lead at Compass Retirement Solutions, dedicated to delivering exceptional and world-class service to their clients while building and maintaining strong relationships with them. In line with this, she spearheaded their First Call Resolution team whose goal is to help clients with any concerns during their first call. Using her background in training and development, she helps out as a subject matter expert on some of their service processes and SOPs。

  John Chin

  @thejohnchin on Instagram

  John Chin is a financial advisor and chartered trust & estate planner based in Davao City. With a comprehensive background in supply chain, operations excellence, and knowledge management, he brings a pragmatic approach to leadership and corporate coaching. He is also the Operations Manager of Wealth Creators, ensuring smooth delivery and effective execution of the Wealth Building Coaching Program. Currently, he is affiliated with Pru Life UK and is an active member of JCI Philippines。

  Jab Guiapal

  @jabguiap on Instagram

  Jab Guiapal is currently the Chief Operating Officer at Wealth Creators. Utilizing his more than 8 years of experience in the field of operations management, digital transformation

  and process improvement, he has helped transform businesses and individuals globally, including e-commerce, Amazon FBAs, coaches, online course creators, real estate, agriculture, construction, heavy equipment rental, staffing outsourcing, finance consulting, manufacturing, and digital agencies. He is also a certified Lean Six Sigma Greenbelt Professional。

  Thank you!

  I wanted to personally thank you for attending the Wealth Building for Filipino Freelancers event. 

  Your presence and engagement made the event truly special. It was inspiring to see so many passionate individuals eager to learn and grow together. I hope you found the sessions valuable and that they provided you with actionable insights to advance your financial journey. Remember, the knowledge and connections we build today will pave the way for a brighter future。

  Thank you once again for being a part of this incredible community. I look forward to seeing you at our future events and witnessing your continued success。

  Scan for more information about Marvin:

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