A trusted advisor for 25 years, I work closely with my clients on a customised “efficient”financial plan, give regular reviews and performance updates to monitor progress toward achieving their financial goals. 14-Time Qualifying and Life Member with one Court of the Table & two Top of the Table of the Million Dollar Round Table, a premier international association of Financial Professionals. Soliciting Officer & Founder of Financial Space Insurance Agency, a General Agency of InLife (Insular Life) Designations: Chartered Wealth Advisor Chartered Wealth Manager Registered Financial Consultant Assoc. Chartered Financial Practitioner Assoc. Wealth Planner Assoc. Estate Planner Phils. "It's not how much money you make, but how much you keep, how hard it works for you, and how many generations you keep it for.