A personal financial advisor is a professional who help individuals manage their finances. Personal financial advisors provide advice on a range of issues such as investments, insurance, mortgages, college savings, estate planning, and taxes and retirement, depending on what the client requests help with. I developed myself to be a one-stop financial adviser. I am cross-trained almost all areas as a Phd Graduate. 


Clients that engage me must understand that I am there not to steal their money or to increase my sales; I am there because I care. “No cares how much I know until they know how much I care”  So any clients engages me I go straight to Cash Need Analysis and to start with I walk through with them what is Financial Freedom is all about.

F – Family Income Funding, R – Retirement Planning, E – Education Funding for their Children, E – Estate planning with they own businesses or if they huge estate, D – Disability Income Funding, O – Obligation Funding – Mother & Father medical Funding and finally M – Mortgage Funding.

Once I do my analysis I will walk thru with them the importance of Financial Planning – and financial planning is not about Insurance but also strategic Investment and financial education.


Financial education is something that I always treasure and I will continue to treasure. I can fall again and again and again but I will always rise again and is because of my exposure in financial education. As a Phd graduate I seen so many of my friends. relatives and my immediate family mess up their finances and lead to a disaster. This must come to a stop if all of us give a chance for a financial adviser to come to your life and see what they do. Don’t reject them or chase them away!! As a Financial Adviser I do know the real truth!!! The only one will come with a cheque while you are sick, disable or worst case death is a TRUE FINANCIAL ADVISER!! I AM A TRUE FINANCIAL ADVISER AND I AM PROUD TO SHOUT LOUD THAT TRULY I AM.


Presently, I am invited all over to teach and create awareness about the importance of Financial Planning. My session will never be boring as I will go beyond speaking about Insurance. I am an investor in Stock Market, Global Foreign Exchange, Bonds, Option, Commodities, Energy, Real Estate, Businesses and Precious Metal. So student who attends my class knows that I walk the talk and not cheap talks. Call me if your company needs Financial Planning Talks I will be more then glad to be there to teach and guide.


Remember talk is cheap; I will do everything within my means to ensure that everything I say and do must happen. I am 100% proactive person and people who engage me or talk to me know that I am full of energy and I never get bored with life. If you are there seating and wondering how to get back to your feet!!! TRUST ME GET OUT OF THE HOUSE AND LOOK FOR OPPORTUNITY …..or talk to a Financial Adviser and see what advise he/she could advise you.

“Success is not for Chosen few; Success is Chosen by Few.” this is what my coach and mentor always tell me and I believe in him. Today I am rising to a new level when 6 months ago I lost almost everything that I had. God is good and I am all ready to help others as a Financial Adviser!!

Article by: Sharon – CEO of D’Parlei Marketing & Services, Finwaze Philippine Financial Education and a Financial Adviser to Sunlife.


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