Bel-Air Makati Pinoys Financial Literacy Financial Adviser - Pinoys Financial Literacy


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FINANCIAL ADVISOR Inquiry Request :

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Facebook: Oliver Bugarin, Loan Consultant/Financial Advisor
Facebook Page: www.fb.com/iSecureMyFuture


We love to hear from you!
If you have any inquiries, comments or suggestions, or even concerns, thru the following contact information and we will attend to your matters as soon as we can.

Bro. Oliver Bugarin, Licensed Financial Advisor
for Life/Variable Investment / Non-Life
Loan Consultant

LL+: 632+994-1722
Home-Office
: 632+519-1719
SMART: 63-919-3613431

In-case you encounter problems or delays in your call/text message due to several reasons.
Please send a message thru an Email or FaceBook
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: www.fb.com/iSecureMyFuture

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FINANCIAL ADVISOR in Philippines

A financial adviser (or advisor) is a professional who renders financial services to clients.

Financial advisers typically provide clients/customers with financial products and services, depending on the licenses they hold and the training they have had. For example, an insurance agent may be qualified to sell both life insurance and variable annuities. A broker may also be a financial planner. A financial adviser may create financial plans for clients or sell financial products, or a combination of both. They also provide some insight on savings.

What do Financial Advisors Really Do?

Full time Financial Advisors are self-employed professionals. They are not really tied up to an 8 to 5 or 9 to 6 work week. Financial advisors tend to have different activities individually, but can still be summarised as follows:

1. Reaching and Connecting to people needing the service
2. Meet future clients and conduct Financial Needs Analysis to further diagnose the need and be able to provide the most appropriate solution
3. Assist the implementation of the Financial Plan of the client
4. Monitor the progress of the implementation of the Financial Plan and make adjustments, if necessary.




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Bel-Air Makati Pinoys Financial Literacy Financial Adviser

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