Tag Archives: RFP

My advocacy, part 1

Posted on May 30, 2010 by Randell Tiongson

I lectured at the Registered Financial Planner (RFP) Program last Saturday and the class and I had a nice discussion on the advocacy that I am into. In fact, I believe the class was more interested discussing my advocacy as … Continue reading →

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Brothers Fausto: Teenage Investors!

Posted on April 30, 2010 by Randell Tiongson

Who are the Fausto brothers? The Fausto Brothers Martin, Enrique and Anton are sons of Marvin and Rose Fausto.  Marvin was the Head of Trust of Equitable PCI Bank and is now the Head of Investments of Banco De Oro.  … Continue reading →

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Is he a real financial planner, part 2

Posted on February 21, 2010 by Randell Tiongson

… con’t. 2. Gathering client data, including goals. The financial planner should ask for information about your financial situation. You and the planner should mutually define your personal and financial goals, understand your time frame for results and discuss, if … Continue reading →

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