u-ONE Wealth Management Corp. Ltd.
Company

u-ONE Wealth Management Corp. Ltd.

Investment Management Ca 6 employees
Employees
6

u-ONE Wealth Management Corp. Ltd. Overview

Headquarters
Ca
Website
uonewealth.com
Industry
Investment Management
Employees
6
Founded
2018
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About u-ONE Wealth Management Corp. Ltd.

u-ONE Wealth Management Corp. Ltd. is an insurance brokerage and financial consultancy company. It was established in 2018 by a group of accomplished individuals with proven track records in various modern industries. As professionals guided by the principle of diligently serving the public, we vested our skills and knowledge in recommending solutions on life’s risks and wealth management. Strengthening financial literacy of everyone has been the major goal of the company. Our present society displays complex mix of generations of people with different views in handling life securities, family preservation and career building. This makes each living individual a client that seeks services from our company. Our mission is to deliver cost-effective solutions for financial and insurance services. We want to keep it simple and timely for the client’s personal needs. Our company lives to its attitude in serving each life’s interest first. Consequently, our sustainability plan in genuinely reaching out and empowering of clients, brands our company as their prime trusted choice.

u-ONE Wealth Management Corp. Ltd. Contact Details

People in AeroLeads
4

u-ONE Wealth Management Corp. Ltd. Org Chart

Sample employees and titles
Name Title Contact
Celia Fortaleza
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Alvin Fernandez, Cfp, Rwm, Cea Senior Financial Planner
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Patrick Yasay, Rwm ™, Cdaa Breaking Traditional Patterns! ⚡️
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Dave Joseph Balatbat Client Relations - Financial Services
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Employees by Management Level

Individual contributor 2 profiles
Senior / Lead 1 profile

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