“I am a proud Sun Life Financial Advisor who can help you in your journey towards financial freedom. However, my posts only reflect my personal views and opinions.”
I do not provide Financial Education just to pitch insurance or investment products to your employees. I do it to immediately improve their financial wellness and to ultimately help them reach Financial Greatness. The proven benefits to your organization are a wonderful byproduct of what I do, but the source of my passion is the positive impact I make on your people.
Most workplace “financial advisors” come with an unseen agenda just to sell but what I do is I educate them so they can weigh in their options. They use Financial teaching to get in the door, then drive other products once they’re inside. Employees and the companies they work for don’t trust such “bait and switch” tactics. This doesn’t make office Financial Education any less vital. But incompatible motives will always lead to poor results.
I am obsessed with the financial well-being of your employees. Yet even a motive as good and rare as this is not our greatest desire. After all, financial wellness is just a means to an end. Our end goal centers around the unique values of each of your employees. That might mean cultivating a wonderful marriage relationship, becoming a fantastic father or mother, or putting heart and soul into their work. We simply want people to be able to put this money stuff behind them so they can get on with living a fantastic life!
I am totally unique because workplace financial wellness is my core business
I am a Registered Financial Planner and an extraordinary consultant for IT-BPO-Banking, Health Care Industry, and Manpower Agencies. I also speak in different conferences and was featured in ANC On the money and Bloomberg TV Philippines. I also contribute as a columnist at BusinessMirror, Rappler, and MoneySense magazine. My quick background was I'm a licensed nurse and a former Senior Fraud Specialist of the largest bank in the world, JP Morgan Chase & Co.