Getting her hands on the hottest beauty product, keeping up with the latest trends and launches, Wendyl was previously a Public Relations and Customer Relationship Executive in the FMCG (fast moving consumer goods) industry. 

Throughout her stint as an employee, Wendyl met her fair share of advisors who advised her to buy products from them based on “what’s your budget”, without an end goal in mind. They led, and she followed. 

“Why did I take up this plan when I could have been introduced to something BETTER and WITHIN MY COMFORT ZONE?” This was one of the many questions she asked herself when adulting became REAL. 

Tired of relying on others, in 2017, she decided to take things into her own hands.

To learn how to build a sound financial portfolio for herself and at the same time, share the beauty of investments and risk-management to the people around her to help enhance their existing portfolios or craft customized portfolios for those who forge new partnerships with her. Definitely no cookie-cutter portfolios there.

Today, as an Executive Portfolio Manager at Global Investment Advisors, Wendyl prides herself in being that bridge for her clients to access financial instruments only available to the High Net Worth by working with a wide array of partnering providers and platforms.

Like how everyone has different skincare products and routines, your portfolio with Wendyl will be unique to you, addressing your needs and wants, while still being within your comfort zone.