About us
The people behind your free lessons
Financial Wellness 4 a Cause is a free financial education program of Global Realtor 4 a Cause. We listen first, then help you build a plan for your money, your family and your future, in the United States and the Philippines.
Trish Wilson
Teaches the free lessons · finance, insurance and Philippine operations
Trish brings U.S. professional standards to her clients, combining banking, airline sales management, corporate operations and cross-border consulting experience. She has advised businesses and investors on investment strategy, life insurance, estate planning, income tax, asset protection, corporations, retirement plans and immigration to the U.S. and the Philippines, and has written extensively for expats and OFWs on real estate, finance and taxes.
- Int'l Certified Financial Consultant
- Life insurance agent
- Licensed U.S. Realtor
- Real Estate Broker, PRC 0024025
- Blockchain Certified Agent
- Property & asset manager
- CPA (inactive)
- Former internal auditor, Philippine Airlines
- BA Accounting, St. Paul University Philippines
Dr Van Wilson
Data science, AI and real estate investing
Van has over 35 years in real estate, since he was a teenager, and brings a blend of hands-on investing, property development and financial data science. He has personally owned and managed a $10M+ portfolio across three U.S. states and two countries, specializes in creative financing, and uses his financial-industry data science background to turn market trends into clear, data-driven decisions.
- MIT post-graduate program, AI and data science
- BS, California State University, Fullerton
- AWS Certified Developer
- Databricks
- Blockchain certified
- Microsoft Certified Trainer
- Tableau Server admin
- Sage, QuickBooks, MS NAV
- PostgreSQL, SQL Server, MySQL DBA
- Real estate investor and manager
Start with the free lesson
Six short steps on cash flow, the emergency fund, life insurance, retirement income and legacy. Begin the free lesson, or book a free talk with Trish.