Description
Date: October 31, 2024
Time: 2:00 PM (PH Time)
Featured Speaker:
King San Jose Santos is a seasoned financial professional with over 10 years of expertise in wealth management, portfolio management, and corporate finance. He holds certifications such as Registered Financial Planner (RFP), Certified Financial Consultant (CFC), and Certified Technical Market Analyst (CTA). Currently a Senior Partner at San Josè & Partners, he has held key roles including Chief Financial Planner at Insular Life and Head of Trading at Swift Trade Canada. Santos is licensed in life and non-life insurance, healthcare services, and investments, with a background in Business Administration from Oxford Brookes University.