Investment Planners Ph

19/04/2026

While Sundays are often reserved for rest and recreation, Seville chooses to maximize the day by recharging, refocusing, and preparing for the week ahead through purposeful training and strategic meetings.
Our heartfelt appreciation goes to Maryrose Ann Cristino, Director of Sales and Business Development (Asia Pacific and North America) for Stockton10, for serving as our distinguished guest speaker. We are deeply grateful to you and Ascendra Strategic Consulting for delivering today’s powerful workshop on the “Trust Equation.”
Your insights, energy, and expertise have equipped us to move forward stronger, sharper, and ready to win the week ahead.

14/04/2026

Congratulations to our newly coded advisor, Kobe Malabanan! We are excited and inspired at the opportunity to work with you soon as you step into your journey toward becoming a full-fledged manager.
Kudos as well to Win Balicanta for successfully passing the IIAP licensure examination—an outstanding achievement that reflects your dedication and excellence.
Well done, gentlemen—truly spot on!

07/04/2026

Snapshots from a dynamic Health Benefit Orientation and Sun Life Financial Planning session with the Native American Veterans Assistance (NAVA) in Ortigas, Pasig. We remain steadfast in advancing financial literacy and health awareness—key pillars in building stronger, more resilient communities and empowering brighter futures. With shared purpose, we continue to champion protection, preparedness, and lasting financial confidence; special thanks to CM Chona Princesa for gracing and supporting this meaningful event.

06/04/2026

Working only with the best in class in the industry!
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29/01/2026

US / UK Collections Greatest Hits: Glad to have bumped-in to longtime colleague from HSBC and the wife of my former Boss, Ms. Mau Fabiosa. Excited in our collaboration and ex*****on. Looking forward to our integration.

28/01/2026

Yes—I’m a TikTok follower of Jon Lim, CEO of DragonFi, and recently heard him speak live at an investment forum. ;-) He is, in my view, a brilliant and visionary Capital Formation Advocate. While many Filipinos favor instant, binary outcomes (40 M Bingo Plus Accounts in 2025, ie. online gambling) over long-term investing, what stands out is his unwavering belief that patient capital can empower people and build a better future—where, over time, everyone can still win.
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Yes—I’m a TikTok follower of Jon Lim, CEO of DragonFi, and recently heard him speak live at an investment forum. ;-) He is, in my view, a brilliant and visionary Capital Formation Advocate. While many Filipinos favor instant, binary outcomes (40 M Bingo Plus Accounts in 2025, ie. online gambling) over long-term investing, what stands out is his unwavering belief that patient capital can empower people and build a better future—where, over time, everyone can still win.

20/03/2025

Congratulations, Yam, on achieving your dual license! Your dedication and hard work have paid off—this is just the beginning of an exciting and impactful journey. Well done! 🚀✨

04/03/2025

Congratulations on your first of many victories, JP Mortos! This is just the beginning of a thriving journey filled with success and impact. Keep the momentum going—there are countless more wins ahead! 🚀🔥

03/03/2025

What began as a corporate health and retirement funding presentation transformed into an extraordinary reunion with my high school friend, Mike Mondidu, whom I hadn’t seen in 28 years. Mike, an enigmatic leader, now serves as the President of Achikhava Engineering Consultancy (AEC), a distinguished multi-discipline engineering firm renowned for constructing significant structures and skyscrapers in the Kingdom of Saudi Arabia. Notably, AEC has expanded its operations to the Philippines, initiating offshoring projects to leverage local expertise.

17/02/2025

The journey was challenging, but perseverance led to success! Congratulations to my first Romblon Cluster associate, JP Mortos, for officially becoming a coded advisor. This is just the beginning—keep striving for greater heights!

17/02/2025