Edlyn is a competent and qualified Wealth Manager whose specialization is in Business Insurance, Personal Finance and Financial Planning for Companies or Groups. She is also certified as an Estate Planner.
She has been in the Financial Advisory field since 2007 and has extensive experience in portfolio building, investment administration, financial services such as educational funding, health insurance, retirement planning, Key Man Insurance, Buy and Sell Agreement, Business Debt cover, Group Life, amongst others.
She keeps abreast of developments in the financial market and other relevant information and ensures that compliance with regulations and requirements is also maintained when setting up portfolios for existing and new accounts. In this manner, she has established credibility in her line of business.
Her motivation and drive are to help Individuals and Businesses attain financial soundness and build wealth through active engagement over time and giving access to a wide range of investable and tangible assets and financing services. Through her financial acumen of a variety of financial products, both on life, non-life and different forms of investment she is able to offer a single point of contact service which provides an enhanced experience for her clients.
- CIS, Philippine Securities and Exchange Commission
- CWP-CEPP, Wealth Management Centre
- Licensed in Life Underwriting and Investment-Linked Insurance Products
- Licensed in Non-Life Underwriting
- International Quality Award, LIMRA