Our speaker earned his undergraduate degree in Business Administration, major in Financial Management at San Beda University - Manila. He is a Fellow, Chartered Financial Practitioner licensed by the Asia Pacific Financial Services Association; a trained and designated Certified Wealth Planner and Certified Estate Planner in the Philippines by the Wealth Management Center, Inc. and the Insurance Institute of Asia and the Pacific. He is a former Board of Trustee of the Life Underwriters Association of the Philippines. He co-founded “F&M Associates”, an investment consultancy and trading advisory group which catered to university students interested in investing in the Philippine Stock Market. He was a sought-after analyst and commentator for his in-depth market analysis and investment advices on several print and broadcast media like ANC, Solar News Channel, CNN Philippines, Cebu Daily News, and BusinessWorld. He is one of the youngest licensed stockbrokers certified by the Philippine Securities and Exchange Commission, having passed the licensure exam at 19 years old. After a career as a trading floor broker, he is now a financial advisor and a certified investment solicitor with Sun Life Financial (Philippines), Inc. and an Introducing Advocate of Creators of Wealth (COW) Philippines. He devotes his time advising clients and giving talks regarding investments and lectures on personal finance.
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