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guiding you


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.

Empowered by Randell Tiongson
Having a financial plan will provide you the guidance and self-confidence

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.

It's never too early - or too late - to plan your financial future.

And the great news is you don't need much income to build yourself a wealthier future.

Certified with Associate Financial Planner
Be confident with Robert's 20+ yrs of experience in financial services industry.
Cardinal Buoy

register now!

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.


*This event is limited to 30 seats only. After submitting the form, please wait for a text confirmation of your reserved slot. Seminar Reminders

*Please wait for Robert's response in your email address.

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