7 years of Experience as a Wealth Planner, 3 Time MDRT Achiever & IQA Gold Qualifier
I'm Vinal De Silva, an experienced Wealth Planner who has worked for two decades in leading corporates, including the world's largest life insurance company. My passion is to help individuals and families achieve their financial goals by developing tailored financial plans that align with their unique objectives. I empower my clients by educating them on complex financial concepts in simple, easy-to-understand terms. This way, they can make informed financial decisions that align with their long term goals Starting my career in marketing, I swiftly climbed the ranks to leadership roles in business development and strategic planning. In 2018, I shifted my focus to wealth planning, driven by my personal journey through critical health and family experiences. I now leverage this unique perspective to offer bespoke financial strategies that cover everything from emergency funds to long-term wealth accumulation.