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DARE TO JOURNEY: The Path to Meaningful Wealth


Dare to Journey:The Path To Meaningful Wealth

The idea of the book, DARE TO JOURNEY: The Path to Meaningful Wealth was born in large measure as a response to the need for progressive and sustained evolution at the personal level. Pursuing and building wealth is everyone’s business. The book offers itself as a companion to the individual. It seeks to be a guide to every family which aspires to a better future for themselves and their community. It provides a fundamental knowledge that should serve as a solid foundation in a family’s pursuit of wealth. Additionally, it proposes an innovative yet proven and tested methodology that can serve as a platform from which the family can implement their own strategies of wealth creation, protection and conservation in a comprehensive and holistic fashion. Lastly it offers the motivation for each one to pursue wealth building endeavors and have that wealth serve the family beyond its immediate confines, allow the same wealth to endure through the generations and favorably impact society at large.


About the Authors


Atty. Angelo M. Cabrera is a regular speaker in estate planning forums, having spoken before civic organizations, residents of plush villages in Metro Manila, lawyers, doctors, businessmen and other professionals, board members and executives of business corporations, financial advisors and preferred clients of banks and other financial institutions. He has also spoken before the Filipino-American business community in Hawaii and the officers and staff of the Presidential Legislative Liaison Office under the Office of the President of the Philippines.

Atty. Cabrera's strength lies in his ability to communicate the many and oftentimes complicated legal concepts in a manner easily understood by the layman - spiced up with wit, humor and true stories that drive home the point about the importance of preparation and planning.

His many years of experience as a former senior executive of one of the largest institutions in the country afforded him a broad perspective of estate planning, offering his readers and audience with an array of options and practical solutions to their concerns regarding their estate. His audience usually leaves his forum with a better appreciation and understanding of succession and inheritance issues, the planning process and the various tools available to estate owners.

Atty. Cabrera studied grade school at San Beda, attended high school at Ateneo de Manila and earned his bachelor's degree in economics at the University of the Philippines in Diliman. He took up law at the University of San Carlos in Cebu. He currently sits as Chairman of the Board of Directors and the Chief Knowledge Officer in Estate Planning of the Wealth Management Center for Communications and Research, Inc. He is also the author of the best-selling book on estate planning, Thy Will Be Done - Understanding the What, Why & When of Estate Planning.

Ricky G. So CIS, RFP is the Chief Knowledge Officer for Investment Planning of Wealth Management Center for Communications and Research, Inc. and is an Independent Financial Adviser at Rampver Strategic Advisors. Prior to this, he held senior management positions in various investments and commodities firms, the last of which was as Head of Training of one the Philippines' top asset management companies. Ricky draws expertise from his more than 25 years experience in the financial industry.

Since th early 90's, Ricky has been exposed to the international; market on futures and foreign exchange. He started learning about the U.S. stock market in the early 2000's, and has been investing in U.S. stocks since 2008.

Ricky is very active in the financial services community, using his expertise in training financial professionals. Presently, he is a Faculty for RFP PHilippines and is an accredited Lecturer for the Investment Company Representative Certification Seminar. He is active in conducting Stock Market and Technical Analysis seminars for Global Investor's Center Philippines. He has lectured on Managing Equity Portfolio for the Chartered Wealth Manager (CWM®) Program and Portfolio Management for AIM-EXCELL Strategic Investment Management Program. Ricky is noted for establishing various investment clubs for financial advisors.

Ricky finished his grade school and secondary education as Class Valedictorian at the Divine Word Academy (Dagupan). He earned his bachelor's degree in accounting at the Lyceum Northwestern University with distinction. He pursued continuing education at the Ateneo Graduate School of Business and is an S.E.C. Certified Investment Solicitor (CIS) and a Registered Financial Planner.

Aristides 'Jong' S. Merida, Jr. is a Director at the Wealth Management Center for Communications and Research, Inc. and works as an Independent Adviser with focus on private wealth advisory and solutions services based in Manila. His practice has distinguished itself from the crowded and highly competitive financial advisory circuit through its development and application of a single platform management protocol that seamlessly integrates a client's wealth creation, protection and conservation requirements into one comprehensive family wealth plan solution.

Jong is a sought after speaker on private wealth management and is an acknowledged authority on health finance in the country. As a consultant, he counts among his clients the biggest global stakeholders in the industries of insurance, healthcare, pharmaceuticals and reinsurance. As a member of the teaching faculty of the Wealth Management Center for Communications and Research, Inc., he serves as the Chief Knowledge Officer on health finance and insurance planning which supports the advisory practices of its clients.

Prior to embarking on his own entrepreneurial endeavors, Jong's last corporate posting was as a Country Managing Director for the Philippines of a U.S.-based Business Process Outsourcing company with operations around the world. His long and productive stint in the financial services sector included stints as Vice President and Group Head for Account Management of what at the time was the country's biggest multinational HMO in the Philippines and as Head of Marketing of the Financial Services Company of one of the Philippines' biggest conglomerates. Prior to that, Jong was a Region General Manager for Southern Philippines of a Switzerland-based global conglomerate.

Jong is a graduate of the University of the Philippines in Cebu with a bachelor's degree in business management. He also holds a Graduate Certificate in Business Economics with distinction and has completed academic requirements leading to a Masters Degree in Business Economics from the University of Asia and the Pacific.


DARE TO JOURNEY: The Path To Meaningful Wealth is available in the following Fully Booked branches: Bonifacio High Street, Rockwell, Greenbelt 5, Katipunan, Alabang Town Center, and Cebu.

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WEALTH MANAGEMENT CENTER
For Communications and Research, Inc.

37F LKG Tower, 6801 Ayala Avenue
Makati City, Philippines, 1226
Tel. +63 906 546 5530
Email. info@wealthcenter.org


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