Rae Casas

Rae Casas Email and Phone Number

Co-Founder and Director for Client Experience at Beacon Wealth Advisory Corporation | Advancing Filipinos' lives through responsible financial stewardship @ Beacon Wealth Advisory Corp.
Rae Casas's Location
Metro Manila, National Capital Region, Philippines, Philippines
Rae Casas's Contact Details
About Rae Casas

I am a full-time advocate for personal financial management. My clients love the fact that engaging my services enables them to focus more fully on what they are really good at, namely, running their careers and their businesses.Whom have I helped?

Rae Casas's Current Company Details
Beacon Wealth Advisory Corp.

Beacon Wealth Advisory Corp.

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Co-Founder and Director for Client Experience at Beacon Wealth Advisory Corporation | Advancing Filipinos' lives through responsible financial stewardship
Rae Casas Work Experience Details
  • Beacon Wealth Advisory Corp.
    Co-Founder
    Beacon Wealth Advisory Corp. Jan 2024 - Present
    Pasig, National Capital Region, Philippines
    We lead a team engaged in work that seeks to advance Filipinos' lives through responsible financial stewardship—one person, one family at a time. We are inspired by a vision of a world where Filipinos live lives marked by financial peace, progress, and purposeful generosity.
  • Beacon Wealth Advisory Corp.
    Director For Client Experience
    Beacon Wealth Advisory Corp. Jan 2024 - Present
    Pasig, National Capital Region, Philippines
  • Axa Philippines
    Advocate For Personal Financial Management
    Axa Philippines Mar 2011 - Present
    Ortigas Center
    I am a full time advocate for personal financial management. My experience in the industry ranges from teaching the professionals rudiments of investing, to enabling families prioritize competing financial goals. I leverage my years of experience in urban planning to develop and implement personalized financial management systems for my clients that help them reach their goals while simultaneously protecting them from financial risks. My clients love the fact that engaging my services enables them to focus more fully on what they are really good at, namely, running their careers and their businesses.

Rae Casas Skills

Investments Project Management Financial Planning Research Finance Management Strategic Planning Retirement Planning Customer Service Leadership Financial Analysis Entrepreneurship Microsoft Office Employee Benefits Analysis Policy Risk Management Business Continuity Strategic Financial Planning Training Wealth Management Services Estate Tax Planning Personal Financial Planning

Rae Casas Education Details

Frequently Asked Questions about Rae Casas

What company does Rae Casas work for?

Rae Casas works for Beacon Wealth Advisory Corp.

What is Rae Casas's role at the current company?

Rae Casas's current role is Co-Founder and Director for Client Experience at Beacon Wealth Advisory Corporation | Advancing Filipinos' lives through responsible financial stewardship.

What is Rae Casas's email address?

Rae Casas's email address is ra****@****ail.com

What schools did Rae Casas attend?

Rae Casas attended University Of The Philippines, National University Of Singapore, University Of The Philippines.

What are some of Rae Casas's interests?

Rae Casas has interest in Children, Political Economic Theory, Economic Empowerment, Research, Urban Planning Theory And History, Investing, Sketching (Ink And Pencil), Education, Biblical Counseling, Civil Rights And Social Action.

What skills is Rae Casas known for?

Rae Casas has skills like Investments, Project Management, Financial Planning, Research, Finance, Management, Strategic Planning, Retirement Planning, Customer Service, Leadership, Financial Analysis, Entrepreneurship.

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