Financial-Planning-Manila.com is a website dedicated to spreading knowledge and information on the different ways Filipinos may achieve financial independence.
I am Edwin Bartolome and I have been a Financial Advisor for Sun Life Financial since November 2013. Before that, I was a diplomat and then a digital marketer.
The Journey Begins
My journey into this profession started sometime after college, when I found myself monitoring stock prices each day and studying how the stock market works. I then began following the careers of legendary investors like Warren Buffett, George Soros and the like.
I soon became fascinated with this wealth-creating machine.
The stock market is the vehicle that many Americans, Europeans, Australians and people of the developed world use to grow and compound their money over long stretches of time. The stock market is also the vehicle that many wealthy and middle-class Filipinos use to likewise grow their money.
Filipinos and Money
As I joined the workforce, I came across countless fellow Filipinos struggling to make ends meet. It seems that no matter how hard they worked, their fortunes never really improved and they seemed to always be forever cash-strapped.
As I talked to them about the stock market, it seemed as though for them, it was a very mysterious entity that should be feared and stayed away from. To them, the stock market was nothing more than that strange ticker streaming across the bottom of their TV screens during the evening news.
Coupled with this aversion, I soon found out that many of them shared similar money behaviors that made them prone to periodic cash shortages and inability to finance their and their families' future.
I then realized that I may have found my true calling. It is to share and impart knowledge not only on the stock market, but also on a few other financial tools like mutual funds, VUL life insurance and financial planning seminars that may potentially improve their financial well-being and security.
Higher Horizons : Leading a Team of Sun Life Advisors
In 2017, I was invited to take on higher responsibilities in the Sun Life Advisor Corps. I was tasked to lead a team of high-performing Advisors in sharing and spreading the knowledge of financial freedom to as many Filipinos as possible.
This team started with 9 Advisors and has since grown to a formidable force numbering around 20. It is a highly dedicated group with an enthusiasm so vibrant. I am inviting you to be part of this team if this is something you see doing for a long-time.
Please feel free to roam around this site. Please drop some comments for me, call, text or viber me if you are interested to personally discuss with me your finances and your family's financial security.
If you want to join me in this noble mission of securing Filipino lives and spreading the knowledge of financial freedom and independence, please also contact me.
I will be very happy to help.
Edwin T. Bartolome
My Cellphone: 0908-863-4617
My Viber : 0908-863-4617
Edwin T. Bartolome
Financial Advisor and Certified Investment Solicitor
Authorized by the Insurance Commission to act as an Insurance Agent.
For inquiries and free assistance on Personal Finance, Investments, Estate Planning and other Money Matters, you can reach him at:
Baobab New Business Office
Sun Life Financial
6/F BTTC Centre,
288 Ortigas Avenue
Greenhills, San Juan City
Tel. No. 7-719-3958
I want to make a difference. I want to Be A Sun Life Financial Advisor