Are you confused on which steps to take in building, managing and preserving your finances?
In this episode, we talked about the different aspects of personal finance. Foundations and strategies that we should apply to become effective in this day and age.
Our guest is a Certified Wealth Advisor from London-Based Chartered Institute for Securities & Investment, an Accredited Investment Fiduciary® of Pennsylvania-based fi360, a Certified Financial Consultant from CFC Canada and an International Member of the Financial Planning Association—the largest Association of Financial Planners in the USA.
Rienzie is also a frequent resource person in TV and writes for Philippine Star and Entrepreneur Magazine.
A former banker, he has worked with the largest asset managers in country advising retail, high networth and institutional accounts as well as leading a team of Certified Investment Consultants with a combined P9.5-Bn in assets under management.
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