A financial adviser (or advisor) is a professional who provides financial guidance to clients based on their needs and goals. Typically, they provide clients with financial products, services, planning or advice related to investing, retirement, insurance, mortgages, college savings, estate planning, taxes and more.


What Do Financial Advisors Do? A financial advisor helps you create strategies for eliminating financial risk and building wealth over the long term. They can give you a game plan that puts you on track to achieve your financial goals. Simply put, financial advisors help you with all types of financial planning.

Chatty from SUNLIFE is focus determined individual who never say no when it comes to helping the filipinos.

“Chatty is a person who never accept failures when prospects reject her; as she believes they are just rejecting there own financial issues”  – Sharon 


Put simply, a financial advisor refers to anyone who helps clients manage their money. A financial planner may also have certain areas of expertise, such as retirement planning or education funding planning. Financial advisors and a financial planners may hold different certifications and licenses; Chatty get herself qualified as many certification as possible so that she can be an effective to assist all the clients, agents under her.

How to Become a Financial Adviser?

Many countries require individuals to complete training or obtain a license to become a financial advisor. In the United States, financial advisors must carry a Series 65 or 66 license as stipulated by the Financial Industry Regulatory Authority (FINRA). According to FINRA, investment advisors, brokers, accountants, insurance agents, and financial planners can use the term “financial adviser.” In Philippines you seat for a series of  financial services examination and you will be further trained by the company to ensure that you are all good before you serve your potential prospects; Chatty as a Manager and MDRT Financial Adviser helps her 50 agents under her to be educated, enriched and empowered to their job in the field professionally. You can call Chatty and she will be more then glad to trained you also – call her @ 09302108137 or 09177236279. FINWAZE team will give you assurance that she is a good manager.


Personal financial advisors work with people of all income levels to determine their financial goals and challenges. They are experts in financial investment and savings, as well as versed in insurance, retirement funds, financial services, college funds and budgeting. They oversee financial progress and meet with clients to help them stay on track toward their goals and make changes as needed. Financial advisors work with computers and numbers, so strong math and organizational skills are critical. People skills make serving clients and identifying their needs and solutions to their financial challenges much easier. Marketing skills are important for advertising services, and teaching skills come in handy for offering financial classes and seminars to the community.

Chatty after giving her best to her clients as mentioned above – she gets back home each day and give undivided attention to her son and her husband (who have resigned as an OFW – and helping her back to back to ensure that they both succeed).


Financial advisors provide planning and management for their clients. The term financial advisor is very general, however. One advisor may specialize in life insurance while another focuses on taxes for actors. A wealth manager is one kind of financial advisor who typically works with high-net-worth individuals.

Chatty ensures that her advisers that she have recruited and trained are well guided and helped; FINWAZE is also very happy to see that their advisers are given other approaches to financial planning. You can call Chatty and she will be more then glad to trained you also – call her @ 09302108137 or 09177236279. FINWAZE team will give you assurance that she is a good manager.

FINWAZE is proud to be associated with Chatty and team.

Article by: FINWAZE



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