Coach Roel, Cfp

Coach Roel, Cfp Email and Phone Number

Investor | Author | Entrepreneur @ CoachRoel Consulting LLC
Coach Roel, Cfp's Location
Greater Orlando, United States
About Coach Roel, Cfp

Coach Roel Sarmago's passion is to empower individuals with the right knowledge, tools and inspiration to take action towards achieving their financial dreams.Roel's passions are reflected in the roles he plays as author of the book "Undiscovered Riches: How to Find Your Hidden Wealth", Entrepreneur Coach, and most importantly as “Da-da” to his three young children. Roel is also a Real Estate Investment Consultant with Valorton Holdings Inc., a specialized firm that acquires and adds value to real estate assets.On several occasions, Roel has been invited to speak at the Schulich School of Business at York University and at the University of Toronto Scarborough Campus' Investment Society and Management & Economics Students' Association due to his ability to make the seemingly dry and boring topic of personal finances almost fun and interesting. Almost.Roel possesses the Certified Financial Planner designation - the highest designation in the financial planning industry - and has been quoted in MoneySense Magazine (How to prepare for a new baby. 2011. MoneySense. November), which is ironic, since his first child was not born until April 2014. Since then, he has been featured in Yahoo Finance, Market Watch and Washington Business Journal among many other financial media outlets.During his tenure of over 8 years with one of Canada's largest financial planning firms, Roel was a multi-award winning Division Director. His highest achievement was ranking third amongst a peer group of over 400 Division Directors nationwide. As a result, Roel was invited to attend the President's Round Table Elite conference in Tokyo, Japan. When Roel resigned in good standing, his Division's assets under management exceeded $70 million.Roel is available for speaking engagements, group training and one-on-one coaching for small business owners and real estate investors focusing on financial life balance.

Coach Roel, Cfp's Current Company Details
CoachRoel Consulting LLC

Coachroel Consulting Llc

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Investor | Author | Entrepreneur
Coach Roel, Cfp Work Experience Details
  • Coachroel Consulting Llc
    Manager
    Coachroel Consulting Llc Jan 2020 - Present
    Orlando, Florida, United States
  • Valorton Holdings Inc.
    Asset Manager
    Valorton Holdings Inc. Apr 2012 - Present
    Toronto, Canada Area

Coach Roel, Cfp Skills

Investments Strategic Financial Planning Retirement Planning Financial Planners Financial Advisory Income Protection Personal Financial Planning Asset Management Mutual Funds Portfolio Management Financial Services Business Development Residential Mortgages Life Insurance Mortgage Lending Finance Management Business Planning Leadership Retirement Wealth Investment Strategies Critical Illness Investment Advisory Real Estate Personal Finance Disability Insurance Lease Options Stock Trading Real Estate Investor Wealth Management Estate Planning Wealth Accumulation Wealth Management Services Tax Pensions Alternative Investments Income Properties Commercial Residential Mortgages Income Property Mortgages Asset Protection Intergenerational Wealth Transfer Keynote Speaking Financial Coaching Real Estate Investment Training Real Estate Transactions Rentals Commercial Real Estate Commercial Mortgages Financial Planning

Frequently Asked Questions about Coach Roel, Cfp

What company does Coach Roel, Cfp work for?

Coach Roel, Cfp works for Coachroel Consulting Llc

What is Coach Roel, Cfp's role at the current company?

Coach Roel, Cfp's current role is Investor | Author | Entrepreneur.

What skills is Coach Roel, Cfp known for?

Coach Roel, Cfp has skills like Investments, Strategic Financial Planning, Retirement Planning, Financial Planners, Financial Advisory, Income Protection, Personal Financial Planning, Asset Management, Mutual Funds, Portfolio Management, Financial Services, Business Development.

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