I help people protect the ones they love through a variety of financial products and solutions to meet their needs.
- I offer a broad portfolio of individual insurance protection and financial products and services for high net worth families, businesses, and institutions.
- Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.
- Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
SAP - Sales Order Processing and Material Management
SAS - Sales Analysis System
Customer Relations Effectiveness
Total Quality Management
ST. PAUL COLLEGE, QUEZON CITY (1992 – 1996)
IMMACULATE HEART OF MARY COLLEGE (1989-1992)
SACRED HEART ACADEMY (1988-1982)
- Insurance Strategies
- Business Owners
- Retirement Strategies
- College Funding Strategies
- Group Benefits
- Financial Education