Mon Casas Email & Phone Number
Founder and Principal Financial Planner @ Beacon Wealth Advisory Corp.
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Mon Casas Location
- Quezon City, NCR, PH
Mon Casas Work
- 2024 -now Founder and Principal Financial Planner @
- 2015 -2024 Fee-Based Personal Financial Planner @
- 2011 -2022 Unit Manager @
- 2009 -2010 Independent Distributor @
- 2005 -2010 Information Technology Consultant @
Mon Casas Education
- College for Financial Planning
Master of Science - MS (Personal Financial Planning)
2020-2023 - Ateneo de Manila University
Bachelor of Science (Management Information Systems)
2001-2005
Mon Casas Skills
- Asset Allocation
- Investment Policy Statement
- Investment ROI
- Investment Strategy
- Investment Portfolio Design
- Analysis
- Case Studies
- Financial Analysis
- Financial Consultant
- Investment Management
- Personal Financial Planning
- Private Wealth
- Research Skills
- Leadership
- Management
- Sales
- Investments
- Retirement Planning
- Insurance
- Finance
- Training
- Financial Advisory
- Estate Planning
- Sales Coaching
- Strategic Planning
- Financial Planning
- Customer Service
- Portfolio Management
- Financial Risk
- Sales Team Leadership
- Strategy
- Life Insurance
- Direct Sales
- Business Planning
- Entrepreneurship
- Marketing
- Financial Goals
- Asset Management
- Holistic Financial Planning
- Coaching
- Comprehensive Financial Planning
- Integration
- Sales Leadership Training
- Selling
Mon Casas Summary
- Mon Casas, based in Quezon City, NCR, PH, is currently a Founder and Principal Financial Planner at Beacon Wealth Advisory Corp.. Mon Casas brings experience from previous roles at MoneyDoctors, Inc., AXA Philippines, USANA Health Sciences and Indra Philippines. Mon Casas holds a 2020 - 2023 Master of Science - MS in Personal Financial Planning @ College for Financial Planning. With a robust skill set that includes Asset Allocation, Investment Policy Statement, Investment ROI, Investment Strategy, Investment Portfolio Design and more. Mon Casas has 2 emails and 3 mobile phone numbers on RocketReach.
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