FinancePH is an advocacy group created in August 2014 by passionate Financial Professionals who believe that financial literacy and financial products can help eradicate poverty in the Philippines. The team was founded by Mark Joseph T. Fernandez, CPA, RFC, AFA, AWP, AEP.
FinancePH advisors are mostly CPAs age 21-35. But some of us also come from non-business backgrounds such as medical, arts, engineering and IT.
To date FinancePH is now composed of 35 financial advisors and 7 employees. So far we have 127,000+ followers in Facebook. If you share the same advocacy of helping people becoming financially independent you may try to send your application to join us.
If you think you have what it takes to be a FinancePH Financial Advisor take the are you fit to be a financial advisor quiz at www.financePHcareers.com/quiz.
To view our FinancePH seminars for this year, please visit www.financeph.com/seminars.
“To be the most reputable and renowned source of innovative financial knowledge and financial services that improve the personal finances, businesses and careers of our clients.”
“We provide quality and affordable financial seminars, financial consultancy and financial products to individuals and businesses globally.
We commit to continuously improve the quality of our people by providing world class training to serve our clients with utmost dedication and professionalism.
We use the latest technology, foresight and team work to continually expand in key cities, thus making a huge impact in uplifting the quality of life of Filipinos and ultimately improving our country’s economy.”
"Your Prosperity, Our Advocacy."
"Work Hard. Honor God. Love Others."
Our Logo represents our Values:
1. The Philippine Eagle represents WORK HARDWORK
2. The Ecythys represents HONOR GOD
3. The Circle/Globe represent LOVE OTHERS
-Love for Country
Those who share the same mission and vision like us may join our team and also become a financial advisor. If you are age 23-35 and have passion to teach financial literacy , then you may join our team. Visit www.financePHcareers.com for more info.
(view Financeph Code of Ethics)
THE FINANCEPH FULL TIME FINANCIAL ADVISORS
MARK JOSEPH FERNANDEZ, CPA, RFC, MDRT, AFA, AWP, AEP
"THE VISIONARY WORLD CHANGER"
"The future belongs to the risk takers."
Mark is a full time financial advisor since 2010. He is currently the team leader of FinancePH Financial Advisors, a group of 30 financial advisors. He is one of the top financial advisors of Insular Life. He is a member of the Million Dollar Round Table (MDRT), an association of the top 5% of financial advisors all over the world. He has been awarded the following designations: Registered Financial Consultant (RFC), Accredited Financial Analyst (AFA), Associate Wealth Planner (AWP) and Associate Estate Planner (AEP). Mark has been a frequent guest of TV shows such as On The Money,NET 25 and The Radio Veritas.
Awards: 2016, 2015, 2013, 2012 MDRT
Advisor Since: October 2009
"THE FAMILY MAN"
"Do to others whatever you would like them to do to you." Matthew 7:12
Chris Graduated Bachelor of Science in Nursing at South East Asian College (formerly UDMC - United Doctors Medical Center). Before deciding to be a Financial Advisor he worked as a Corporate Marketing Specialist at Ziebart Tidy Car, Marketing Specialist at Quezon Ave Auto Center (KIA and MAZDA), Insurance Agent at Accord Insurance Agency, Business Development Coordinator and Regional Sales Manager at Health Code International (Strata 100 Ortigas) and at Freelance Sales (Computers,Cars,SUV's,Office supplies and Pharma products distribution). He chose to be a financial advisor because he would like to be an agent of positive change.
Advisor Since: February 2015
"THE GO GIRL"
"Do not go where the path may lead, go instead where there is no path and leave a trail." - Ralph Waldo Emerson
Virgie studied at PUP with a Bachelor's degree in Entrep Management course. She worked at PCE Corp as Sales Service Specialist front liners for credit card acquisition and at Aegis (Now Teleperformance) as Senior Customer Service Officer. She became a financial advisor because she wants to help people to deal with their money. "It is really quite amazing how little most people know about looking after their money and it really isn't their fault, nobody teaches them, even me. This is the biggest thing that got me into this career; I wanted to learn more about how to manage my own money. It was also pretty obvious that a lot of people desperately needed help which is something that I really wanted to do."
Advisor Since: March 2015
“A ship is always safe at the shore - but that is NOT what it is built for.” - Albert Einstein
Celle is a bank professional with solid work experience in both local and international environment in various areas including Wealth Management in Private and Priority Banking, Corporate and Retail Credit Risk Review, Loan Operations and Disbursement, Branch Sales and Operation, Account Management and Customer Service. Prior to her stint in banking, she had joined a real estate marketing firm in Makati City which had earned her the position of Project Manager, Sales Trainer, and an award for Top Quota Buster all within a year after earning her BS Business Management Degree from the University of the Philippines. The ability and the desire to support the advocacy of promoting financial literacy and income security has made her decide to take a totally different route from her corporate world and take the challenging yet fulfilling task of being a Financial Advisor.
Awards: 2016 LEAP Divisional, 2016 Star Club, 2017 MDRT
Advisor Since: August 2015
"THE JOYFUL GUY"
"Four things on earth are small, yet they are extremely wise: Ants are creatures of little strength, yet they store up their food in the summer." Proverbs 30:24-25
Jairus is a BS Architecture graduate in Univesity of Santo Tomas and worked in design and construction field for 5 yrs. You seldom see him worry because he believes that worrying is one of life's stealers of joy. He became a financial adviser to help Filipino families become financially prepared for the future. He joined FinancePH because the team believes that though we should be planning ahead for the future, saving, investing and diversifying our holdings, We should not put our hope in wealth, which is so uncertain, but to put our hope in God, (I tim. 6:17) who gives us eternal security in Christ Jesus.
Advisor Since: October 2015
THE FINANCEPH PART TIME FINANCIAL ADVISORS
"Live for a purpose bigger than yourself."
Krissy holds a bachelor's degree in Accountancy from Saint Louis University. She is a Certified Public Accountant (CPA) and a Certified Information Systems Auditor (CISA). She is currently employed as an information systems and network audit professional in the country's biggest telecommunications network. She joined FinancePH because she wants to make a difference in other people's lives by promoting financial literacy and helping them achieve their financial goals.
Awards: Fast Starter Club
Advisor Since: April 2016
"THE ENERGETIC ADVISOR"
"Your parents told you to save rather than to invest because your grand parents never tell them how to invest."
Jonathan Nero Geronga studied at New Era University with the degree of Electronics and Communications Engineering. He is currently working at ROHM LSI design Philippines Inc as PCB design Engineer for almost 4 years. Financeph gives him the opportunity to encourage every filipino to be financially literate and gives the right advice where people needs to invest their hard-earned money. He believes that being part of the success of his clients is already an achievement for him as a financial advisor.
Awards: Fast Starter Club
Advisor Since: June 2016
"A river cuts through a rock not because of its power, but its persistence."
Francis Victor studied AB Philosophy at the Polytechnic University of the Philippines. Before becoming a Financial Advisor, he worked as an Implementation Advisor for Acquire Asia Pacific. He is currently pursuing his Juris Doctor degree at San Sebastian College-Recoletos and hopes to become a successfully lawyer. He opted to become a financial advisor because helping other people is a passion for him and thru FinancePh this enables him to help Filipinos become financially literate.
Advisor Since: August 2016
" THE DREAMER"
" This life is yours, take the power to choose what you want to do and do it well."
Edna is a Bachelor of Science in Commerce, Management major, graduate in University of the Assumption. Before deciding to be a financial advisor she worked as a Customer Relation Assistant at Ergonomic Systems Phils. Inc., as a Sales Staff at ASB Land, Inc., and as a Account Executive at Fil - Estate Group of Companies. She joined Financeph, to help people to be financially literate.
" Helping people is my way of Life".
Advisor since : April 2017
“GOAL ORIENTED AND PURPOSE DRIVEN”
Elmer is a hard-working and very passionate part time financial advisor since year 2017. Currently, he is a full-time employee as an Accountant in Pag-IBIG Fund. He is an experienced banker previously employed with Landbank of the Philippines for eleven (11) years from year 2005 up to year 2016. He finished his Masters’ Degree in Management ranking top 2 at the University of the Assumption in year 2016. Elmer passed the CPA Board Examination in May 2005 with a remarkable rate of 82.00%.
Advisor Since: May 2017
THE FINANCEPH EMPLOYEES/SUPPORT STAFF
“THE RAY OF SUNSHINE”
"You only live once”
She provides support to the team. Without her, it would be impossible for the team to do all the tasks that they need to do. She is not one of the financial advisors but she is as vital as anyone else in the team.
"Sometimes you must go through the valley to reach the top of the mountain."
She studied Bachelor of Science in Business Administration Major in Human Resources Development Management. She worked at a travel agency before becoming the HR Officer of FinancePH. She believes that life is not about how many times you fall but it is about how many times you get back up.
FinancePH Transpo General Manager
"THE WISE MAN"
"A goal without a plan is just a wish."
He worked at Papa Johns as BOH/FOH within 1 year and two months, then as a Manager of Wings and Wedges before. And decided to be part of FinancePH as an General Manager at FinancePH Transpo. He believes that success comes from doing what you enjoy. If you don’t enjoy it, how can it be called success?