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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