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At 25, I found myself financially broke, I’m way beyond my big mouth promises, pennies in my pocket, nothing in my bank account, creditors were calling.
I question myself a lot, how did it happen? I graduated cum laude in a prestigious school ...

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Services

FINANCIAL PLANNING

A financial plan is a comprehensive evaluation of an investor's current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans.

RETIREMENT PLANNING

The process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and managing assets.
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Financial Planner

We will work through the process to identify your needs, goals and strategy, and put your plan.

Wealth Management Consultant

Support you on wealth building for your personal and business needs

Investment Advisor

Our professionals will provide you with independent and custom-tailored investment analysis.

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I offer Services That Work

The wise man therefore always holds in these matters to this principle of selections: He rejects pleasures to secure other greater pleasures, or else he endures pain to avoid worse pains.

FINANCIAL PLANNING

If you are unfamiliar with the complexities of the financial world, you may not know where to start. As little as an hour I can guide and help you to start building a solid financial plan.

CORPORATE SOLUTIONS

Specializes in promoting healthy workplace cultures through biometric screenings, health coaching, and comprehensive wellness programming.

ESTATE TAX PLANNING

Properly assessing and planning for the tax consequences that accompany the transfer of your wealth upon your passing is a crucial component of comprehensive estate planning.

WEALTH MANAGEMENT CONSULTING

is a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning for one set fee

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RETIREMENT PLANNING

Is about managing your money so you can make the most of your retirement years. Your retirement plan should balance your needs, wants and the reality of your finances.

KEYMAN INSURANCE

In a small business, this is usually the owner, the founders or perhaps a key employee or two. These are the people who are crucial to a business–the ones whose absence would sink the company. You need key man insurance on those people!

INVESTMENT ADVISORY

is an individual or a firm that is in the business of giving advice about securities to clients.

WEALTH COACHING

help you make wise choices regarding your wealth during all your different life stages.

What My Client Say

Kudos to this young man.. A great person, an awesome friend and an excellent coach. I admire your passion, your humility to reach out and teach those in need in financial literacy. Your journey has just begun and its gonna be fun and exciting. Keep that desire burning!! God bless and more power.

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Ferdinand Amahan

Investor

Hi my dearest Ej! thank you for helping me throughout my financial journey. Thank you for the guidance and for sharing your knowledge on how to invest our money properly. For sharing your knowledge on how to easily adjust and take good care of our finances. I hope that you will continue to pursue in helping other people be aware on their capabilities to have a more successful life.

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Cj Yasnuj

Entrepreneur

Kudos to EJ and his methods of sharing his knowledge and insights! I first met him during his one on one sessions sharing his knowledge and depth of insight with regards to the stock market. On top of that, he can give various advise / recommendations pertaining to the financial aspect of your life, depending on your stature. I honestly was impressed with the depth of knowledge that he has and his willingness to share his concepts to others, bringing others closer to their dreams of building a great financial foundation. He is one of the men that I I want to emulate, since I have also started my small group on sharing financial literacy to my friends and colleagues not so long ago. I hope I can be as successful as him someday, in God's time. Congratulations on your success, and i hope all of us in this group can follow your footsteps in the path to prosperity and a life full of abundance, so we can bless more people along the way. Cheers!

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John Bartazan

Buyer San Miguel Corp.
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My ultimate Mission and Vision

I value teamwork, fairness, communication, competence, integrity, adaptability, and humor.

MISSION: To be able to educate people in CREATING, MANAGING, GROWING & PROTECTING MONEY.

VISION: One day to see 95% of the Filipinos not only academically but financially literate.