My Services

As a Registered Financial Planner and an Executive Financial Advisor of an Investment-insurance Company, I have helped more than a handful of individuals, including self-employed professionals, and entrepreneurs, reach their financial goals, cover their financial needs, and even help their business processes in order to financially secure everyone and everything that is important to them.

What I can do to help you...

Personal Financial Planning

There are several reasons why personal financial planning is important. To name a few, it helps individuals achieve their financial goals. It can provide a clear plan for managing income and expenses, known as cash flow. It can help you save for emergencies and unforeseen expenses. It can help reduce debt and increase savings. It can help individuals prepare for retirement.

As your personal financial planner, allow me to dedicate my time and services to you to guide and help you in organizing your finances.

Financial Wellness Seminars and Workshops

As a Financial Planner, financial literacy is my deep passion. My profession and objective as a Financial Planner is geared towards reaching out to as many individuals and groups as possible by imparting to them my knowledge when it comes to Financial Planning.

I conduct Financial Literacy Workshops that will allow my audience to know what they want to acquire in life, understand and evaluate their current cash flow, look into their financial capacity, and address the distance between knowing what they have and achieving what they want.

Business and Corporate Accounts

Part of what I do as a Financial Planner is to help Businesses and Corporations find ways how to MAXIMIZE THEIR PROFIT while MINIMIZE THEIR BUSINESS EXPENSES.

We can create financial solutions and strategies to financially secure your business and corporation, without impairing your strong workforce, processes, and business profit.