TOWARDS FINANCIAL INDEPENDENCE
guiding every filipino
Robert is a Registered Financial Planner, a member to the only professional body of financial planners in the Philippines & USA. Aligned with the Financial Planning Standards Board (FPSB) of the United States of America. The FPSB is the standard setting body of financial planners representing over 60 countries around the world.
set a realistic timeline for your goals
Robert James D. Morales, RFP, CWM - Fellow AAFM, CTEP is a Chartered Wealth Manager, Certified Member and Fellow of the American Academy of Financial Management based in the USA, a global institute that promotes internationally recognized standards for the qualification of wealth management professionals.
let's create your financial plan.
you need in order to make smart and responsible financial life decisions today. It's a personal financial roadmap to your future and how you turn your dreams and goals into reality.
And the great news is you don't need much income to build yourself a wealthier future.
At the end of this whole-day personal finance seminar, you will learn how to properly manage your finances while you work hard for your goals. Boost your personality development, learn the right way of budgeting and setting a realistic timeline for your goals. Fill-up the form below to register.