Personal Information
Organization / Workplace
NCR - National Capital Region, Philippines Philippines
Occupation
Life, Health and Finance Advisor, Property Specialist, Signage Consultant
Industry
Advertising / Marketing / PR
Website
About
Mel is an advocate of Life & Personal Finance. She has more than 5 years of experience in the Financial Service Industry – Mutual Funds, Insurance and Financial Planning.
As an Associate Registered Financial Planner and licensed Financial Advisor, she:
• Assists clients in portfolio allocation and fund diversification
• Performs an in-depth financial needs analysis and recommends the most suitable investment to achieve the clients’ needs, such as:
- Personal Life Insurance
- Retirement Savings Plan
- Education Savings Plan
- Milestone Savings Plan
- Group Life Insurance
- Mortgage Redemption Insurance
- Real Estate Investment Plan
- Estate Planning
• Conducts financial literacy semin...
Contact Details
