Secure your hard-earned money through investing!

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Have you been working for long years and still got no savings? Do you want to grow your hard-earned money? Are you tired of living from paycheck to paycheck?

I've been working as a corporate accountant for almost a decade now. Going through piles of papers, analyzing numbers, managing expenses, monitoring the company's budget and investment portfolio, among others, is an everyday thing for us.  At some point, I realized I was too busy managing the company’s financials but left my own financials unchecked. I was a good spender. Didn't know how and where to invest. Worst, I got into lots of debts!

Since then, I started attending financial literacy classes and investment trainings. Applied the investment concepts and strategies in my own financial house and turned them into habit.

And now, I am an advocate of financial education, helping people change their financial mindset to achieve financial freedom. It is my passion to share the learnings I gained which really impacted my financial life.

Join us and let us all together learn and apply wise investment habits.

Happy Investing! 

-Coach Charli

Products and Services

KAISER LONG-TERM HEALTHCARE

It's a 3-in-1 saving plan that will give you the benefit of healthcare, life insurance and investment in just 1 financial product!

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MUTUAL FUND/STOCKS INVESTING

One of the primary benefit of investing in the stock market or mutual funds is the chance to grow your hard earned money.

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M.O.S.T 18 TERM LIFE INSURANCE

It provides protection for your family. And among the many types of life insurance out there, term insurance is the most affordable.

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