The Next Generation
Value Driven Financial Planning
CERTA offers a wide variety of financial services to individuals and families. See the images above.
We focus on servicing and not selling for we work solely for YOU - our clients. We also empower them to learn, build habits and make the best financial decisions possible.
Our Investor Education program will provide a simple, powerful, and affordable all in one complete solution to get you started, build knowledge and habits toward a future of Wealth!
Learn from our ExpertsThe 12-step program is designed not only to build one's knowledge about finance, money management, investments and the like, but also habit building challenges and activities!
Comprehensive Financial Planning IncludedTo ensure that you will be empowered to apply what you have learned, you will be assessed by our experts for you to be aware of where you are, where you want to go and how to get there!
We are a diverse team of different expertise (Registered Financial Planners RFP®, Lawyers, & Entrepreneurs) in the Philippines providing value driven and end-to-end financial services.
Your interests come first!
- No conflicts of interest are imposed by the constraints of proprietary products.
- EnRich™ Get Out of Debt program
- INSURANCE (General & Life)
- POOLED FUNDS
What's best for you matters
- Getting your financial life together
- Objective Financial Guidance
- Multi-Perspective Approach
- A Team of Experts Helping YOU!