Provides financial advice to clients on retirement planning, investing, and protecting against risks. Complete a financial needs analysis with clients, which includes assets and liabilities, tax status,existing insurance & risk analysis.
I am a Licensed Financial Advisor who can help you in your journey towards financial freedom.
Helping professionals & entrepreneurs protect income, compound capital, and build enduring wealth. ๐ก๏ธ Protect ๐ Compound ๐๏ธ Legacy DM for a wealth strategy conversation.
Financial Advisor (9 years) Unit Manager Macaulay Awardee International Quality Award Certified Wealth Planner Certified UITF Salesperson Trader
Financial Advisor | Insurance | HMO
Our advocacy is to give value to our fellow Filipino achieve lifetime financial security and live healthier lives.
๐๐๐๐ฅ๐ญ๐ก โข ๐๐ซ๐จ๐ญ๐๐๐ญ๐ข๐จ๐ง โข ๐ ๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐๐๐ฎ๐ซ๐ข๐ญ๐ฒ ๐ Maxicare Agency Unit Manager โค๏ธ Axa Unit Head Helping Individuals,Families and Businesses protect what Matters Most. Healthcare Plans. Life Insurance. SME & Corporate Solutions.
โHaving a great insurance agent on your side can be comforting. Thatโs why we always go the extra mile to help you plan for the future, whatever it may bring.