Ron Ali P. Magdamo, RFP, CIS, MM, UAP

Senior Financial Advisor

 

Registered Financial Planner

Certified Investment Solicitor

Risk Management Specialist

Builder Introducing Broker

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Ron is a licensed Architect and Constructor by trade. He took up his Masters Degree in Management from the University of the Philippines Mindanao with a subject on Investment Analysis and Portfolio Management. This sparked his interest for personal finance.

 

He then decided to make a career shift to financial services and took up the Registered Financial Planner course. His final paper, a comprehensive financial plan for a single man taking care of aging parents, was featured in Moneysense Magazine May-June 2008 issue.

 

He is also a Certified Investment Solicitor which paved the way for a job in a Fund Management Company. He was awarded the Top Relationship Manager for year 2016. He transitioned to Bancassurance as area sales manager for Mindanao and Cebu branches from 2017-2019.

 

Now a personal financial consultant, with an expertise in investments and risk management, it has become his passion to help Filipino families become financially independent.

 

Ron is a proud husband to Jessa, a passionate homeschooling mom to their daughters Pru, Cade and Flo.