Mahalene Dulay Email and Phone Number
Mahalene Dulay work email
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Mahalene Dulay personal email
Representation in the money space matters — for so long women+ of color have been waiting for a seat at the money table. I got tired of waiting and built my own to welcome a seat for women of color, diverse communities and allies at Modern Wealth Collective. I'm passionate about working with high-achieving business owners and first-gen wealth builders professionals feel more aligned in their money journey, create opportunities for impact and break wealth barriers. With a client, heart-centered approach, I bring the much needed perspective to an industry that has overlooked diverse communities for far too long. I strive to achieve this with three key core pillars to money management: wealth, impact and purpose.WEALTH. My goal is to build and preserve wealth for you, your family and your business. I believe in generational wealth, where I help you create a meaningful legacy for future generations to come. IMPACT. I believe in building wealth beyond the monetary value; your money is a resource that can make a lasting impact for you, your family and our communities. There is power in money, and making the wise decisions with what to do with it should not have to be done alone. PURPOSE. YOU are why Modern Wealth Collective exists. I firmly believe my purpose also lies in the communities that we serve. I am a proud daughter of Filipino immigrant parents. It was through their own resilience and dreams that inspired my entrepreneurial journey. After graduating from the University of San Diego, I started my career in 2007; in 2018, opened my own financial planning firm in my hometown of San Diego. As a boy mom of 3, being a successful founder and embracing my multi-passionate love for life, I understand the value of time currency. Money may not buy happiness, but it helps us fund what’s important and be more intentional about how we spend our time. When I'm not working, you'll find me in my other element: advocacy and impact work, especially for the environment, women and financial education. I LOVE to travel (including eating my way through the places I visit), meeting new people, hiking, the beach and cozying up to a good book. BONUS: My name comes from the Tagalog root word “mahal”, which means “love”. 🇵🇭To learn more about how we can build wealth with purpose, schedule your Discovery Call with me today: https://www.modernwealthcollective.com/schedule-a-meetingLet’s get Social on Instagram and Facebook: @modernwealthcollective
Modern Wealth Collective
View- Website:
- modernwealthcollective.com
- Employees:
- 4
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Founder And CeoModern Wealth CollectiveSan Diego, Ca, Us -
Founding MemberThe Authentic Asian Oct 2023 - PresentAt The Authentic Asian, we strive to help Asian American Female Leaders feel more supported and connected through our Exclusive AAPI Female Leader community. We believe that by providing a supportive network, we can empower AAPI Female Leaders to achieve their goals and make a difference in their communities. Join us today to connect with like-minded individuals and take your business to the next level. -
Founder And Wealth AdvisorModern Wealth Collective May 2018 - PresentSan Diego, California, Us*I build and manage long-term, comprehensive financial portfolios for clients to help develop confidence in reaching their financial goals.*I collaborate with other professionals, such as tax advisors, estate attorneys and business consultants, to educate and create peace of mind for individuals and families.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC (FINRA: http://www.finra.org/; https://www.sipc.org/) . Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Modern Wealth Collective. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 737-443-2582. https://bit.ly/KF-Disclosures -
Founder And CeoModern Wealth Collective May 2018 - PresentSan Diego, California, Us -
Senior Financial Services RepresentativeForesters Financial Apr 2008 - Apr 2018Toronto, Ontario, Ca*Developed and managed investment and insurance portfolios for clients based on financial goals, investment risk, and financial resources.*Educated individuals and families on financial literacy through workshops, including Social Security, Investing for Women, CalSTRS and CalPERS Retirement plans.
Mahalene Dulay Skills
Mahalene Dulay Education Details
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University Of San DiegoFinance -
Mt. Carmel High School -
Mt Carmel High School
Frequently Asked Questions about Mahalene Dulay
What company does Mahalene Dulay work for?
Mahalene Dulay works for Modern Wealth Collective
What is Mahalene Dulay's role at the current company?
Mahalene Dulay's current role is Founder and CEO.
What is Mahalene Dulay's email address?
Mahalene Dulay's email address is ma****@****ers.com
What schools did Mahalene Dulay attend?
Mahalene Dulay attended University Of San Diego, Mt. Carmel High School, Mt Carmel High School.
What skills is Mahalene Dulay known for?
Mahalene Dulay has skills like Financial Advisory, 401k Rollovers, Qualified Retirement Plans, Hold Series 7, Investments, Insurance, Financial Services, 401 Retirement Savings Plans.
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