Testimonials & Reviews

“Argel made me realize how important it is to master my finances. Thanks, Argel!”

“If you haven’t met with a Professional Financial Adviser, I definitely recommend Argel!”

“Argel made financial planning easy, understandable and fun!”

“Argel has helped me understand the ‘WHY’s of having a financial plan and the WAY to do it right. He has been a great mentor. I highly recommend his service!”

“I got a lot of value after my meeting with Argel and I am still learning more from him!”

“Argel helped me realize that I can still manage my finances and provide for my family at the same time.”

“I’m lucky to have known Argel even before I started earning my first paycheck six years ago. Ever since, from time to time, we get to talk about Finance, a subject he is passionate about. Right now I am debt free and financially healthy, in a good position to become financially free, and Argel has been a great influence on my knowledge on finance – he doesn’t know that I look up to him as a mentor. Just recently, Argel helped me create a financial blueprint to follow which is perfect for my needs. I still have a lot to learn and I’m still learning a lot from him. To Argel, I hope you continue learning and sharing with other people your passion, most especially because finance is a subject not usually taught in school but is something everyone needs to know about. I may not have thanked you for this but know that what you share is well appreciated. :)”

“I will definitely recommend my friends to meet with Argel for a free Financial Planning consultation!”

“Argel did not just help me to start investing while still young but he also helped me to establish my own life goals!”

“Argel creates a relaxed atmosphere and makes it easier to talk about finances when you meet him.”

“My wife and I discovered how to properly manage our money not only after we met Argel for financial planning, but also up to now as he regularly keeps us informed.”

“Argel made me realize where I am at financially and how I can realistically reach my personal goals.”

“In a short span of time, Argel made me realize what I need to do to improve my finances.”

“I’ve been trying to gain control of my finances for a while, but talking to other financial advisers made many aspects seemed daunting. Meeting with Argel, having him analyze my situation and help me come up with a game plan for the next few years took a huge load off my shoulders and made me see a realistic and clear way to plan my financial life starting now. He was very helpful and simplified everything that others made so complicated. I have already recommended his advice to my close friends and will continue to do so to others who are in a similar situation to mine.”

“Because of Argel, I discovered how to properly manage my money. He has a strategic financial plan that is helping me to be financially healthy. He is very helpful and approachable. I will definitely recommend Argel.”

“I just started working so handling money was definitely a hard task since I feel like I can finally buy things I want. Financial planning is a concept I haven’t come across with. I literally have no idea about these kinds of things until Argel discussed them. And with all the health risks that I have, I would’ve gotten something like this sooner but I have no way to get it or even fund it. Thank you for breaking down my income & expenses, and making me track them. haha! Really great timing to meet you nonetheless!” ~Majorie M. from Cavite

“After our meeting, I gained not only a financial advisor, but a mentor and a friend. He understands what the Filipino Millenial is going through financially, because he comes from the same generation.” ~Marj R. from Marikina

“Financial planning is a must have especially to those who are new to adulting. Argel will make you easily understand the basics. After meeting with him, you’ll realize how important it is to think and plan ahead.” ~Lorraine P. from Bulacan