WEALTH MANAGEMENT CENTER
for Communications and Research Inc.

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Our Programs

The flagship programs of WMC are designed to help participants confidently and professionally respond to clients' concerns on health finance and insurance planning, investment planning, and estate planning.


CERTIFIED WEALTH PLANNER (CWP™) [expand/collapse]


CERTIFIED ESTATE PLANNER, PHILS. (CEPP™) [expand/collapse]


CERTIFIED HEALTHCARE RISK ADMINISTRATOR (CHRA™) [expand/collapse]


The Graduates Hall

These distinguished individuals completed and passed all requirements to be designated Certified Wealth Planner® and/or Certified Estate Planner, Phils.™.

Mica Austria

Mica Austria, CWP, CEPP

Insular Life

Randy Bautista

Randy Bautista, CWP, CEPP

Insular Life

Jenelyn Chan

Jenelyn Chan, CEPP

Sunlife

Demi De Leon

Ma. Rodemie De Leon, CWP, CEPP

Sunlife

Ric Deloso

Ric Santiago Deloso, CEPP

Sunlife

Lily Garay

Eleuteria Garay, CEPP

Sunlife

Dennis Carlson Lim

Dennis Carlson Lim, CWP, CEPP

Pioneer Life

Elaine Misa

Elaine Misa, CEPP

Sunlife

Jaylord Padilla

Jaylord Padilla, CEPP

Sunlife

Rosanna Palisoc

Rosanna Palisoc, CEPP

Sunlife

Luzviminda Sacro

Luzviminda Sacro, CWP, CEPP

Sunlife

Proserfina Sonza

Proserfina Sonza, CEPP

Sunlife

Brian Villanueva

Yosef Brian Villanueva, CEPP

Sunlife

Lakani Yap

Lakani Yap, CEPP

Philam Life

Marisol Alonzo

Marisol Alonzo, CWP CEPP

Security Bank

Fe Golez

Fe Golez, CWP CEPP

Security Bank

Gwendolyn Luna

Gwendolyn Luna, CWP CEPP

Security Bank

Christopher Ting

Christopher Ting, CWP CEPP

Security Bank

John Carlo De Galicia

John Carlo De Galicia, CWP CEPP

Sunlife

Fernando Valdivia

Fernando Valdivia, CWP CEPP

Sunlife


The Associates

These individuals have completed classroom sessions and passed all written examinations.


Associate Wealth Planner™ and Associate Estate Planner, Phils.™


Associate Estate Planner, Phils.™


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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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