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 鈥� Mutual Funds, Insurance and Financial Planning.
As an Associate Registered Financial Planner and licensed Financial Advisor, she:
鈥� Assists clients in portfolio allocation and fund diversification
鈥� Performs an in-depth financial needs analysis and recommends the most suitable investment to achieve the clients鈥� 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
鈥� Conducts financial literacy semin...
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