As a comprehensive financial planning specialist, Pasukulpun demonstrates how advisors can integrate insurance solutions with mutual fund investments to deliver clear, client-centered advice. Discover how to structure holistic recommendations, align protection and investment strategies, and apply disciplined advisory practices to support informed decision-making and long-term financial outcomes for diverse client needs.
Phasit Pasukulpun is a comprehensive financial planning specialist with more than eight years of experience. He currently serves as a life insurance advisor with AIA Thailand and an investment advisor with Finnomena. His expertise includes designing life insurance solutions and mutual fund investment strategies. Previously, he worked as an investment advisor at Robowealth, providing advisory services across diversified portfolios. He holds a bachelor’s degree in banking and finance from the Faculty of Commerce and Accountancy, Chulalongkorn University, and is committed to continuously advancing professional standards in financial advisory services.