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執筆者紹介

株式会社ウェルスペント
代表取締役

横田 健一
KENICHI YOKOTA

日本では金融や資産形成について学ぶ機会が非常に少ないことから、一人でも多くの人が金融商品を適切に利用しながら資産形成、資産活用を行っていけるよう、「フツーの人にフツーの資産形成を!」というコンセプトで、資産形成情報サイト「資産形成ハンドブック」を運営。同時に、ファイナンシャル・プランナーとして、家計相談やライフプラン・シミュレーションの提供を行っている。

資産形成ハンドブック: https://shisankeisei.jp/
YouTubeチャンネル:https://www.youtube.com/channel/UCLAKtSh8TLpEA19PyD2cuOA

 

CFP®(日本FP協会認定)。1級ファイナンシャル・プランニング技能士。日本証券アナリスト協会 検定会員(CMA®)。住宅金融普及協会 住宅ローンアドバイザー。 2級DCプランナー(企業年金総合プランナー)

1976年

静岡県伊東市生まれ、東京育ち

1999年

東京大学理学部物理学科卒業

2001年

東京大学大学院理学系研究科物理学専攻修士課程修了
野村證券株式会社入社 株式のトレーディングやデリバティブ商品の開発に従事

2008年

マンチェスター・ビジネススクール経営学修士(MBA)課程修了
クレジット・デリバティブのトレーディングに従事

2011年

企画部門でグループ戦略、フィンテックなどの企画・調査を担当

2018年

野村證券株式会社を退社。株式会社ウェルスペントを設立


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