Daisy Dela Rosa Laput, AFP®, is a financial professional currently serving as an IMG Senior Marketing Director, where she helps individuals and families build financial security through sound planning and education. Her Associate Financial Planner (AFP®) designation reflects her commitment to professional excellence in financial advisory, equipping her with the knowledge and ethical framework to guide clients toward informed financial decisions.
Her personal journey with money began with simple lessons—saving in a coin bank and understanding that hard work is essential to earning—which evolved into a deeper awareness of the importance of financial education. Through her AFP® credential and leadership at IMG, she exemplifies a relatable, growth-oriented, and client-centered financial professional dedicated to empowering others to achieve financial well-being.
AFP® Certification Story
Personal Money Journey and Financial Mindset
What is your first memory of money, and how did it shape your financial mindset?
“Money in a coin bank.”
Growing up, what financial lessons did you learn or wish you had learned earlier?
“You need to work hard for money.”
Have you experienced a financial turning point that changed how you see or manage money?
“Yes.”
Do you consider yourself more of a saver, spender, or investor?
“Spender.”
What is the best financial advice you have received, and from whom?
“Financial education can be earned if you are willing to learn.”
How do you approach budgeting and financial planning?
“Go with the flow until I realized I had a bad mindset.”
Investments, Wealth Building, and Financial Freedom
Have you ever made an investment that did not go as planned? What did you learn from it?
“Investment made in online platforms.”
How do you balance risk and reward when making financial decisions?
“Know your goal and assess tolerance.”
What is a major goal you are currently working toward?
“Money for my retirement.”
What motivated you to join the AFP program, and how did it influence your approach to financial planning?
“It really affects my decision-making.”
How has becoming an AFP helped you make better investment and wealth-building decisions?
“The concepts taught me well.”
What is the most valuable lesson you learned from the AFP program, and how have you applied it in your own financial journey?
“Building a solid financial foundation.”