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Rald Serrano

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Rald Serrano

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Unit Head of The Royal Cardinals 👑
Founder of Circle of Happiness ✨
Financial Consultant 👩🏻

25/09/2026

Your Salary is Not Your Wealth.

A higher income is a good start, but it doesn't automatically make you healthy.

True financial security comes from what you do with what you earn.

Let's look at four important numbers:
Income - what you earn
Expenses - what you spend
Protection - what you secure
Assets - what you build

Which one do you think deserves more attention today?

Let's talk! Send me a message with the word PLAN and I'd be happy to help you take the next step toward your financial goals.

More than a paycheck.
A brighter tomorrow.

18/09/2026

Good coffee. Something sweet. And my favorite person. ❤️

After all these years, I’ve learned that a meaningful life is really about the people we love, the choices we make, and the difference we create along the way.

That’s one reason I’m passionate about financial advising.

It’s not simply about numbers, policies or investments. It’s about people. Their families. Their dreams. Their future.

And if you’re looking for a career where you can grow professionally while helping others build a better tomorrow, perhaps this is a path worth exploring.

Sometimes, the next chapter begins with simply being open to a new possibility.

❤️ Maybe your purpose is waiting for you, too.

11/09/2026

What if your next chapter isn't another job?

Maybe you've been working for many years.

You've built a career.

You've gained experience.

You've achieved some of the things you once dreamed about.

Pero lately, may tanong na pumapasok sa isip mo:

“Ito na ba talaga?”

Or maybe:

“Ano pa kaya ang pwede kong gawin?”

I've met people who became Financial Advisors after working in completely different industries.

Some wanted more flexibility.

Some wanted another source of income.

Some wanted to build something for themselves.

And some simply wanted to do work that gave them a deeper sense of purpose.

Hindi ko sasabihin na Financial Advising is for everyone.

It's not.

But I also believe we shouldn't say “Hindi para sa akin” without first understanding what the career is really about.

That's why I wrote my FREE eBook:

📖 Why You Should Consider a Career in Financial Advising

I wrote it for people who are curious—but not necessarily ready to make a career change.

You can get your FREE copy here:

https://docs.google.com/forms/d/e/1FAIpQLSdF4cnxXvlEIgFQ0dDuEqKo9ciu3E3ZT5NQ3K5kNQ_5tMdZCg/viewform

You can also get to know our community:

https://prime-legacy-eagles.vercel.app/

And if you want to ask me directly, just message me CAREER. ❤️

You don't have to decide today.

Sometimes, the first step is simply being curious enough to explore.

09/09/2026

A wall of recognition… and a heart full of gratitude. ❤️

Today is one of those moments that makes me pause and simply say:

Thank You, Lord. 🙏

I’m truly humbled and grateful to be part of the MDRT & GAMA Wall for Territory 1.

Of course, seeing my name on that wall makes me happy. 😊

But what makes it more meaningful is remembering the journey behind it.

The clients who trusted me.

My family and friends who supported me.

My mentors who guided me.

And my team who continues to inspire me to keep growing.

Because behind every award and recognition are real people and real stories.

A family preparing for their future.

A parent protecting the people they love.

Someone finally starting to take their finances seriously.

An advisor discovering confidence and purpose in a new career.

That's what makes this journey meaningful for me.

The recognition is wonderful.

But the privilege of helping people is even greater.

To everyone who has been part of my journey:

Maraming, maraming salamat. ❤️

This isn't just my wall.

You are part of this story.

And as I look at this recognition, I'm reminded that there's still so much more to do.

More families to help.

More lives to touch.

More people to mentor.

More futures to secure.

The journey continues. 🦅💚💛

07/09/2026

September na. And guess what? We still have 4 months left in 2026. ❤️

Minsan kasi, hinihintay natin ang January bago tayo magsimula.

"Next year na lang ako mag-iipon."

"Next year na lang ako mag-iinvest."

"Next year ko na ayusin ang insurance ko."

"Next year na lang ako magpa-plan for retirement."

Pero alam mo ba?

January is not a magic button. 😊

If there's something about your finances that you've been putting off, you don't have to wait four more months.

You can start today.

Maybe it's simply reviewing your savings.

Maybe it's checking if your family is adequately protected.

Maybe it's looking at your investments.

Maybe it's finally thinking seriously about retirement.

Or maybe it's simply sitting down with someone who can help you understand where you are today.

You don't have to fix everything at once.

You just need to take the first step.

Four months can still make a difference.

If you've been saying “Kailangan ko na talagang ayusin ang finances ko,” message me PLAN.

Usap lang tayo. No pressure. ❤️

28/08/2026

Some of the sweetest moments are found in the simplest mornings. ❤️

One of our little morning routines here in Virginia is visiting our favorite farm market, Nalls Produce. 🌻🍅🎃

I love walking around, looking at the fresh vegetables, beautiful flowers, colorful pumpkins, and all the little treasures that make a farm market feel so alive.

We pick up fresh produce, bring them home, and over the next few days, they become part of the meals we prepare and share together. 🥰

There’s something so satisfying about knowing where your food comes from — and even more special when you get to enjoy the experience with someone you love.

Maybe that’s what I’m learning to appreciate more as I get older…

Life doesn’t always have to be grand to be beautiful.

Sometimes happiness is simply a quiet morning, a walk to the farm, fresh food, sunshine, and precious time together. 🌿☀️❤️

Grateful for these little moments that become the memories we keep.

From farm to table… and from ordinary mornings to extraordinary memories. 🌻

25/08/2026

Whenever someone asks me,

"Ate Geraldine, bagay ba ako maging Financial Advisor?"

I don't immediately ask if they're good at selling.

Instead, I ask different questions.

Do you enjoy helping people?

Are you willing to learn?

Can you stay disciplined even when things become challenging?

Do you believe that work should have purpose?

Because those qualities matter much more than having all the answers on Day One.

Everything else can be learned.

If you've ever been curious about Financial Advising, I'd love to help you explore it.

You can download my FREE eBook here:

Get the FREE eBook

Or get to know our Prime Legacy Eagles community:

Prime Legacy Eagles

And when you're ready, message me CAREER.

I'd be happy to answer your questions. ❤️

20/08/2026

“Are you sure you want to do this?"

That was basically the conversation in my head before I went ziplining across Niagara Falls. 😂

I was nervous.

Excited.

And honestly… a little scared.

But I took the step.

And it reminded me of something I often tell my clients:

**Financial planning isn't about avoiding all risks.**

It's about understanding the risks you're taking.

When we invest, we shouldn't simply ask:

“Magkano ang kikitain?”

We should also ask:

👉 What is my goal?
👉 How long can I invest?
👉 How much risk can I comfortably take?
👉 What happens if things don't go according to plan?
👉 Am I protecting my family while building for the future?

The zipline taught me something simple:

**Courage doesn't mean you aren't afraid.**

It means you've prepared, you've understood the risk, and you decide to move forward anyway.

In investing, I believe the same principle applies.

Don't jump blindly.

Don't let fear stop you from preparing.

**Understand. Prepare. Then take the right step.**

And sometimes, that first step is simply starting a conversation about your financial future. 💚

If you want to review your financial plan, message me.

And if you're looking for a career where you can help other people make better financial decisions, I'd love to introduce you to **Prime Legacy Eagles**. 🦅

Maybe your next adventure starts with one brave decision.

18/08/2026

One of the biggest blessings in my career has been watching other people grow. ❤️

Of course, I'm grateful for every award and milestone.

But today...

What makes me happiest is something different.

Seeing someone gain confidence.

Watching a new Financial Advisor help their very first client.

Hearing someone say,

"Ate Geraldine, thank you. Hindi ko akalaing kaya ko pala."

Moments like these remind me that success becomes even more meaningful when we help others succeed too.

Whether I'm helping a family prepare for the future or mentoring someone who's building a new career, I feel blessed to be part of their journey.

That's why I still love what I do after all these years.

Because every conversation has the potential to change someone's future.

❤️

Address

Nex Tower, Ayala Avenue
Makati

Telephone

+639178447642

Website

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