Financial Planner

Proper Financial Planning

I am a Certified Public Accountant by profession and I have been exposed in the banking industry for twenty years, assigned to handle various functions, focused on branch and lending operations. I started my banking career in 1990 and rose from the ranks in different banking institutions until I decided to retire early from Metrobank in 2012 as Branch Head. Being in the financial industry for 20 years is an achievement on my part as I learned many things and had the chance to help my clients achieve part of their goals. However, one thing I realized as a Banker, I was not able to provide my clients the protection that they should put in place to minimize their expenses in dealing with life’s uncertainties. In the bank, we only focused on giving our clients the best interest rates on loans and deposits, but we fail to provide them with insurance to protect their income and minimize expenses in the future. With this realizeation, I decided to be a licensed Financial Advisor to continue my advocacy in securing my clients future by introducing to them the proper financial planning that will address the expected and the unexpected events in life.