Managing Director
Current
Healthy Wealth Solutions
Jul 2018 - Present
AeroLeads people directory · profile
Ryan Daez,Rfc,Cwm,Rep,Cis Email & Phone Number
Managing Director & Lead Financial Consultant at Healthy Wealth Solutions
at
Healthy Wealth Solutions
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Healthy Wealth Solutions
Role
Managing Director & Lead Financial Consultant at Healthy Wealth Solutions
Location
Metro Manila, National Capital Region, Philippines
Who is Ryan Daez,Rfc,Cwm,Rep,Cis? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Ryan Daez,Rfc,Cwm,Rep,Cis is listed as Managing Director & Lead Financial Consultant at Healthy Wealth Solutions at Healthy Wealth Solutions, based in Metro Manila, National Capital Region, Philippines. AeroLeads shows a matched LinkedIn profile for Ryan Daez,Rfc,Cwm,Rep,Cis.
Ryan Daez,Rfc,Cwm,Rep,Cis previously worked as Managing Director at Healthy Wealth Solutions and Financial Consultant at Reliable Dynamics Consultancy Services. Ryan Daez,Rfc,Cwm,Rep,Cis holds Financial Planning Course, Personal Financial Planning from Registered Financial Planning Institute.
Profile bio
About Ryan Daez,Rfc,Cwm,Rep,Cis
An Independent Financial Consultant with extensive experience in providing financial advice for companies and individuals. Focuses on Wealth Accumulation and Management while applying Strong Risk Management solutions.Specialties: Cash Flow Management, Investment Planning, Risk Management, Retirement Planning, Education Planning, Tax Planning, Estate Planning, Special Needs Planning, Business Owner Consultation & Employee Retention Planning Services, Wealth Management, Training and Coaching
Listed skills include Estate Planning, Financial Advisory, Financial Planners, Pensions, and 26 others.
Current workplace
Ryan Daez,Rfc,Cwm,Rep,Cis's current company
Company context helps verify the profile and gives searchers a useful next step.
Healthy Wealth Solutions
4 roles
Ryan Daez,Rfc,Cwm,Rep,Cis work experience
A career timeline built from the work history available for this profile.
Financial Consultant
Reliable Dynamics Consultancy Services
I help individuals prepare better for their financial well-being, providing sound quality advice and strategies that help them achieve their financial objectives. I also provide financial services products such as: investment products (Variable Unit Link & Mutual Funds; Life Insurance Products; Non-Life Insurance Products; Pre-Need Plan Products; Loan.
Apr 2010 - Jul 2018
Senior Training Manager And Subject Matter Expert For Financial Planning
Created various trainings that equipped AXA Distributors (Bankassurance and Agency Distributors) with basic financial planning techniques that can AXA Philippines Clients in achieving their financial objectives.
Aug 2016 - Jan 2018
Senior Financial Advisor
I help people accumulate, create, protect wealth while providing the proper risk management measures that are necessary for them to achieve their financial objectives.
Jul 2001 - Jul 2016
6 education records
Ryan Daez,Rfc,Cwm,Rep,Cis education
Financial Planning Course, Personal Financial Planning
Registered Financial Planning Institute
Registered Estate Planner, Cum Laude
International Association Of Financial Consultants Phils.
Chartered Wealth Management (Cwm), Wealth Management, Cum Laude (94%)
American Academy Of Financial Management (Asia)
Registered Financial Consultants (Rfc), Financial Consultation, Cum Laude
International Association Of Registered Financial Consultants, Phils.
B.S. Industrial Design, Bachelor Of Science In Industrial Design
Dlsu-College Of St. Benilde
Secondary Education
St. Mary'S College Of Meycauayan, Bulacan
FAQ
Frequently asked questions about Ryan Daez,Rfc,Cwm,Rep,Cis
Quick answers generated from the profile data available on this page.
What company does Ryan Daez,Rfc,Cwm,Rep,Cis work for?
Ryan Daez,Rfc,Cwm,Rep,Cis works for Healthy Wealth Solutions.
What is Ryan Daez,Rfc,Cwm,Rep,Cis's role at Healthy Wealth Solutions?
Ryan Daez,Rfc,Cwm,Rep,Cis is listed as Managing Director & Lead Financial Consultant at Healthy Wealth Solutions at Healthy Wealth Solutions.
Where is Ryan Daez,Rfc,Cwm,Rep,Cis based?
Ryan Daez,Rfc,Cwm,Rep,Cis is based in Metro Manila, National Capital Region, Philippines while working with Healthy Wealth Solutions.
What companies has Ryan Daez,Rfc,Cwm,Rep,Cis worked for?
Ryan Daez,Rfc,Cwm,Rep,Cis has worked for Healthy Wealth Solutions, Reliable Dynamics Consultancy Services, Axa Philippines, and Manulife Financial.
How can I contact Ryan Daez,Rfc,Cwm,Rep,Cis?
You can use AeroLeads to view verified contact signals for Ryan Daez,Rfc,Cwm,Rep,Cis at Healthy Wealth Solutions, including work email, phone, and LinkedIn data when available.
What schools did Ryan Daez,Rfc,Cwm,Rep,Cis attend?
Ryan Daez,Rfc,Cwm,Rep,Cis holds Financial Planning Course, Personal Financial Planning from Registered Financial Planning Institute.
What skills is Ryan Daez,Rfc,Cwm,Rep,Cis known for?
Ryan Daez,Rfc,Cwm,Rep,Cis is listed with skills including Estate Planning, Financial Advisory, Financial Planners, Pensions, Insurance, Retirement Planning, Wealth Management Services, and Portfolio Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial