Cagayan de Oro City, Philippines
Financial Management | Computer Science | Photographer | Forex Trader
Local Time - 06:04 AM
About Me
Professional Experience & Skills
As a Financial Advisor and Wealth Planner, I have developed strong expertise in guiding individuals and businesses in making sound financial decisions. My role has allowed me to:
Create personalized financial plans tailored to client goals such as retirement, investment growth, risk management, and wealth preservation.
Provide advice on investment strategies, insurance, taxation, and estate planning.
Conduct in depth financial needs analyses and recommend solutions that balance risk and return.
Develop client relationships built on trust, integrity, and transparent communication.
Stay updated with market trends and financial regulations to ensure compliance and relevance of advice.
Core skills include:
✔️ Financial planning & analysis
✔️ Investment management
✔️ Risk assessment & wealth protection
✔️ Retirement and estate planning
✔️ Strong client relationship & advisory skills
✔️ Research and data interpretation
My Expertise
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$30/hr
Total Earnings
$ 0
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