Dennis Villegas, Cia Email and Phone Number
As a financial advisor and a certified investment advisor at Pru Life UK, I help clients achieve their financial goals by providing them with holistic and tailored solutions. I have been in this role since December 2021, and I have successfully assisted clients with their insurance, investment, retirement, education, estate, and wealth management needs.I have a strong background in mechanical engineering, having graduated with a Bachelor of Science degree from Batangas State University in March 2015. I leverage my analytical and problem-solving skills to assess and review the client's current financial situation, and to develop effective financial strategies that suit their needs and preferences. I also have a passion for spreading financial literacy and empowering clients to make informed and confident financial decisions.
Maxicare Healthcare Corporation
View- Website:
- maxicare.com.ph
- Employees:
- 1168
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Health Benefit ConsultantMaxicare Healthcare Corporation Mar 2022 - PresentMakati, National Capital Region, Philippines
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Financial AdvisorPru Life Uk Dec 2021 - PresentPasig, National Capital Region, Philippines𝗝𝗼𝗯 𝗗𝗲𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻:✅Assess and review the client's current financial situation, to be able to present an appropriate financial plan.✅Discuss and explain the different types of financial services available to the client.✅Develops effective financial strategies by guiding clients to establish and achieve their financial goals.✅Consistently and continously monitor and update client's financial status.✅Helping spread the importance of financial literacy✅Offer solution such as investment, life insurance, critical illness, retirement fund, discipline savings, kid's education, estate planning, and wealth management, among others.✅Helping clients regarding their financial planning needs and priorities. -
Certified Investment AdvisorPru Life Uk Dec 2021 - PresentPhilippines
Dennis Villegas, Cia Skills
Dennis Villegas, Cia Education Details
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Mechanical Engineering
Frequently Asked Questions about Dennis Villegas, Cia
What company does Dennis Villegas, Cia work for?
Dennis Villegas, Cia works for Maxicare Healthcare Corporation
What is Dennis Villegas, Cia's role at the current company?
Dennis Villegas, Cia's current role is Financial Advisor & Insurance Agent at Pru Life UK with expertise in Financial Management, Life and Health Protection Plan and Investment types..
What schools did Dennis Villegas, Cia attend?
Dennis Villegas, Cia attended Batangas State University.
What skills is Dennis Villegas, Cia known for?
Dennis Villegas, Cia has skills like Estate Planning, Wealth Preservation Planning, Insurance, Retirement Planning, Financial Planning, Wealth Management Services, Client Services, Investments, Team Management, Cash Flow Management, Financial Services, Wealth Management.
Who are Dennis Villegas, Cia's colleagues?
Dennis Villegas, Cia's colleagues are Jeorge Aparicio, Edmund Obera, Ryan Sayson, Steve Flores, Kirvy Aquino, Mba, Pam Inocencio, Lovely Soriano.
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