Get to Know Our CEOs!
Get to Know Our CEOs!
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Our incredible team is led by this Filipino-American, mother-daughter duo!
Our incredible team is led by this Filipino-American, mother-daughter duo!
Neither Aileen or Angelli had a background in finance until being introduced to this business. Aileen was a Dentist for 15 years, in the Philippines, and Angelli was a student. Prior to making the career switch they were like many working class, immigrant families. Their family struggled with living the paycheck to paycheck cycle, and like many, Aileen & her husband were overworked and underpaid, all while taking care of 3 young children.
Neither Aileen or Angelli had a background in finance until being introduced to this business. Aileen was a Dentist for 15 years, in the Philippines, and Angelli was a student. Prior to making the career switch they were like many working class, immigrant families. Their family struggled with living the paycheck to paycheck cycle, and like many, Aileen & her husband were overworked and underpaid, all while taking care of 3 young children.
It was Aileen's desire to attain financial freedom, that led to her strive to be more financially literate and eventually pursuing her professional licenses in the financial industry. Angelli got her licenses at 18, inspired by her mother's drive and passion for the business. Together, they run a successful family business that strives to help others become more financially educated and get closer to reaching financial independence.
It was Aileen's desire to attain financial freedom, that led to her strive to be more financially literate and eventually pursuing her professional licenses in the financial industry. Angelli got her licenses at 18, inspired by her mother's drive and passion for the business. Together, they run a successful family business that strives to help others become more financially educated and get closer to reaching financial independence.
A message from Aileen & Angelli:
A message from Aileen & Angelli:
Our crusade is to help people just like us, those who have been mistreated, misinformed and neglected by the system. By providing financial education and services, we have helped hundreds of families create brighter financial futures for themselves. We also open our doors to help train and develop others who want to get into the financial industry and get into business for themselves.
Our crusade is to help people just like us, those who have been mistreated, misinformed and neglected by the system. By providing financial education and services, we have helped hundreds of families create brighter financial futures for themselves. We also open our doors to help train and develop others who want to get into the financial industry and get into business for themselves.
Thanks for checking out our page! We look forward to working with you!
Thanks for checking out our page! We look forward to working with you!
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