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Our Life Planner brings a wealth of expertise and dedication to helping families prepare for the future. A graduate of BS Accountancy, he began his career in the auditing field, where he built a strong foundation in financial accuracy and compliance. He then transitioned to working with a U.S.-based accounting software company, gaining valuable expertise in financial analysis and management. In 2011, he successfully passed the Real Estate Broker’s Licensure Examination, further expanding his professional credentials. More recently, in 2021, he earned two licensure certifications from the Insurance Commission, underscoring his commitment to excellence in financial planning. Today, he runs and manages FinancialWellnessSeminar.com, where he continues to guide people toward smarter decisions and overall financial wellness.

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All information provided on this site is for educational and informational purposes only. Memorial and funeral plans—including but not limited to inclusions, benefits, features, structures, pricing, eligibility criteria, terms, conditions, and service coverage—vary by provider and by specific plan. These details are subject to change at any time without prior notice. Users must always refer to the actual contract provisions and official documentation of their chosen provider for complete, updated, and legally binding information. This site does not replace professional advice, nor does it serve as a substitute for consultation with licensed financial, insurance, or memorial planning professionals. No part of the content published here should be construed as a sales offer, solicitation, or as forming part of any agreement, warranty, or representation. The information on this site is provided ‘as is’ for educational purposes only. Any reliance on the information provided is the responsibility of the user. Please review our Terms of Use for further details.

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