From Dream to Reality For years, I dreamed of becoming a Registered Financial Planner (RFP). It wasn’t just about adding the prestigious RFP® designation to my name—it was about deepening my knowledge, sharpening my expertise, and equipping myself with the right skills to help others take control of their finances. This journey wasn’t easy. It […]
My Journey to Becoming a Registered Financial Planner (RFP) Read More »
Choosing the right financial professional can feel confusing, especially when you’re unsure who does what. Do you need a financial planner, a financial advisor, or a financial coach? Each has a unique role, and knowing their differences will help you decide who’s the best fit for your needs. Let me share what I’ve learned from
Financial Planner, Advisor, Coach: Which One Do You Actually Need? Read More »
Originally published: March 29, 2015 Attending the Financial Fitness Forum 2015 was an absolute privilege. It was an incredible opportunity to be in the presence of some of my personal finance idols, all gathered in one venue to share their expertise and inspire attendees. My primary reason for being there was to co-promote the upcoming
What I Learned from the Financial Fitness Forum 2015 Read More »
Originally published: August 24, 2014 Exactly a month ago, I attended a free info session at the Registered Financial Planner (RFP) Philippines office in Ortigas. I first learned about RFP at the Money Summit and Wealth Expo 2014 when I stumbled upon their booth. Curious, I signed up on their guest sheet, and one of
Am I Ready to Become a Registered Financial Planner (RFP)? Read More »
