Marvin Mitchell, a financial advisor and the founder of Compass Retirement Solutions, utilizes his expertise to guide baby boomers toward 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
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 Best Special Program at the 20th KBP Golden Dove Awards. Tan also blogs on his 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
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
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 in 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
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 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 training and development background, she helps as a subject matter expert on some of their service processes and SOPs.
John Chin
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 the 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
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.
In closing, “Wealth Building for Filipino Freelancers: A Thought Leadership Networking Event” promises to be an inspiring and educational experience, thanks to the diverse expertise and passion of esteemed speakers, including Marvin Mitchell.
From financial advisors like Marvin Mitchell, dedicated to securing your future, to motivational speakers empowering your mindset, this event offers a unique opportunity to learn essential strategies for financial freedom and personal growth.
