“What I especially liked with Advisor Christy is her ability to connect with me through common friends. She is also clear in explaining different financial solutions and insurance plans. She is consistent in her communication and follow ups for my benefit.”
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With Advisor Christy
I am a believer that creativity finds its significance when it has growth and the fruits of creativity are shared with others.
As a Licensed Financial Advisor, Certified Financial Planner and Masters Degree holder, I help professionals, entrepreneurs and creative people design financial roadmap and find business solutions through life and income protection served by insurance plans, investments and estate planning.
Moreover, coaching and consultation also happens about other topics of related concern to my clients’ profession and livelihood. And here are some of my coaching and consultation topics extended.
FREE first online session for first time booking ever. This is for me to see if we are a good fit to work together. Zoom access will be sent after booking via Calendly. Please indicate in the contact form that you are a first timer.
Financial Management Education
Mondays
Leadership and Corporate Communications
Tuesday
Entrepreneurship, Marketing and Salesmanship
Wednesdays and Thursdays
Personality Development and Career Path for Creatives
Fridays and Saturdays
A coaching and consultation time suitable for those who are wanting to improve their personality and character so they could progress their career and find direction for their creative undertakings.
More of what my clients say…
“Three good things I find in Christy as my financial advisor. Proactive, Experienced and Trustworthy. She keeps communication open at all times and updates on current financial matters. She invokes confidence and trust coz she recommends well and guides through my decisions regarding my insurance portfolio.”
-Pil Espanola, Accountant
“Why I chose Christy as my financial advisor because of Credibility, Transparency and Approachability. She is professional and trusted, she explains Financial solutions in a way na kaya ko ma understand and comprehend. Add to these, she is friendly and approachable for any questions and clarifications.”
-Chin Caponpon, Teacher