🤔 How Do We See Ourselves 5 Years From Now?

This video discusses the challenges of seeking advice from successful people when one is stuck in a rut. It encourages discussion on how to move forward and gain the confidence to take action.

Aside from that, we're grateful to share to everyone the tools we have made and built through the skills we have learned from the past 5 years being a Financial Advisor.

We claim to be the most technologically-advanced Financial Advisory platform globally and claiming to continue to set the standard and change the way how we do Financial Planning in the Philippines.

Through the tools that we have, we're confident that we're able to secure more Filipinos and inspire more investor in the years to come!

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Professional Recognitions

🇵🇭 2022 Sun Synergy Champion Territory Level

✅️ Civil Service Commission Professional Exam Passer - 2011

✅️ Professions Regulations Commission Registered Medical Technologist Board Exam Exam Passer - 2016

🔰 Insurance Commission Licensure Exam Passer - 2018

📊 Securities & Exchange Commission Certified Investment Solicitor Exam Passer - 2019

✨ 2020 Sun Life Bronze Medallion Awardee

✅️ 100% Persistency Oct 2020

⬆️ Sunny-Level Up Passer 2020 - Can secure up to 15M Life Insurance Coverage without a Medical Exam

💲 SLOCPI Foreign Currency Accreditation Exam Passer 2021

💲SLAMCI Foreign Currency Accreditation Exam Passer 2023

💠 Mutual Funds Certification Program Completed 2021

✨ 2022 Sun Life Bronze Medallion Qualifier

ABOUT:

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