Jovel Sta Cruz

Jovel Sta Cruz Email and Phone Number

Financial Planner - FChFP (Fellow Chartered Financial Practitioner) | CIS (Certified Investment Solicitor) - Mutual Fund Representative @ Consultant / Self-Employed
Jovel Sta Cruz's Location
Metro Manila, National Capital Region, Philippines, Philippines
About Jovel Sta Cruz

For more than 10 years, I have been working closely with young professionals, doctors and entrepreneurs; providing client-focused and needs-based financial advice. I specialize in financial planning integration, cashflow planning, risk management, total portfolio management and retirement preparation. I assist employers in employee benefits such as group life insurance, HMO and retirement.Let’s sit down and find out how I can be of service to you and to your business.Send me an email at jovel.sc@gmail.com or text message at 09989871867.

Jovel Sta Cruz's Current Company Details
Consultant / Self-Employed

Consultant / Self-Employed

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Financial Planner - FChFP (Fellow Chartered Financial Practitioner) | CIS (Certified Investment Solicitor) - Mutual Fund Representative
Jovel Sta Cruz Work Experience Details
  • Consultant / Self-Employed
    Financial Planning And Investment Product Consultant (Via Online, Telephone Call Or Meeting)
    Consultant / Self-Employed Mar 2015 - Present
    Philippines
    Financial Planning and Investment Product Consultant -via online, telephone call or meetingConsultant for Financial Planning• Cash Flow Planning• Risk Management• Investment Planning• Retirement Program• Employee Benefits• Estate Planning and DistributionConsultant for Investment Products (Philippines)• Variable Unit Linked• Mutual Funds• Stock Trading• Real Estate
    View
  • Jovel Sta. Cruz, Cis, Fchfp
    Financial Planner
    Jovel Sta. Cruz, Cis, Fchfp Jun 2011 - Present
    Philippines
    Integrated Financial Planning using the6 Steps Process;1. Establishing client/planner relations;2. Determining goals and gathering data;3. Evaluating the client’s financial status;4. Developing and presenting the financial plan;5. Implementing recommendations;6. Monitoring the plan recommendations.
  • Pacific Cross Vietnam (Formerly Blue Cross Vietnam)
    Affiliate
    Pacific Cross Vietnam (Formerly Blue Cross Vietnam) Apr 2010 - Present
    Rockwell
    Medical and Travel Insurance
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  • K8 Fitness Center
    Operations Manager
    K8 Fitness Center Apr 2008 - Dec 2009
    Manila, Philippines
    • Responsible for the Gym Operation• Accounted all Gym properties and Supplies• Supervised Gym Employees.• Carried out fitness assessments, consultations and inductions with new clients.
  • Greenpeace
    Direct Dialogue Campaigner
    Greenpeace Feb 2008 - Oct 2008
    Philippines
    • Conducted Environmental seminars.• Involved in fundraising efforts for the Organization.
    View
  • Kbr (Kellogg Brown & Root) - Ttm (Theater Transportation Mission) - Property Office.
    Property Specialist
    Kbr (Kellogg Brown & Root) - Ttm (Theater Transportation Mission) - Property Office. Jan 2004 - Jun 2005
    Lsa Camp Anaconda, Balad, Iraq
    • Monitored Government properties and leased assets.• Conducted inventory of Government properties and leased assets.• Processed LDD (Lost, Damage and Destroyed ) property reports• Assisted on clerical jobs such as; reports, memos, proposals and request and other reports.• Encoded database regarding Government properties and leased assets.

Jovel Sta Cruz Education Details

  • Emilio Aguinaldo College
    Emilio Aguinaldo College
    Major In Financial Management
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  • Apfinsa (Asia Pacific Financial Services Association) - Fchfp
    Apfinsa (Asia Pacific Financial Services Association) - Fchfp
    Financial Planning
  • Registered Financial Planning Institute
    Registered Financial Planning Institute
    Financial Planning
  • Patts College Of Aeronautics
    Patts College Of Aeronautics
    Aeronautics

Frequently Asked Questions about Jovel Sta Cruz

What company does Jovel Sta Cruz work for?

Jovel Sta Cruz works for Consultant / Self-Employed

What is Jovel Sta Cruz's role at the current company?

Jovel Sta Cruz's current role is Financial Planner - FChFP (Fellow Chartered Financial Practitioner) | CIS (Certified Investment Solicitor) - Mutual Fund Representative.

What schools did Jovel Sta Cruz attend?

Jovel Sta Cruz attended Emilio Aguinaldo College, Apfinsa (Asia Pacific Financial Services Association) - Fchfp, Registered Financial Planning Institute, Patts College Of Aeronautics.

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