Jendee Sapo-De Guzman, RFP®, is a highly accomplished financial professional whose expertise is formally recognized by her credential as a Registered Financial Planner. This certification underscores her proficiency in comprehensive financial planning and client-centric advisory services.
Her professional standing is further distinguished by advanced designations as a Chartered Trust and Estate Planner and a Chartered Wealth Advisor, reflecting deep specialization in wealth preservation and strategic estate planning.
Beyond technical finance, Jendee is a dedicated educator and an influential voice in personal development. She is a certified life coach and master NLP practitioner, and a Younique DISC Certified Trainer and Coach—credentials she leverages to help clients achieve personal and professional growth. A public speaker, BusinessMirror columnist, and author of Be A Brand New You, she integrates financial acumen with coaching to deliver holistic guidance that blends financial well-being with personal transformation.
Motivation to join the RFP program and its influence on her approach
“I want to improve our financial life as a family and in doing so, I would become more to my clients. Through RFP I am able to gain that confidence to give proper financial planning advice to my clients. RFP also opened doors for me as a speaker on finance and part of a financial consultancy group.”
Impact of RFP on investment and wealth-building decisions
“As an RFP, I was able to make informed decisions on investments and wealth – building strategies. I am also able to access a community of professionals who can also help me advance my profession as RFP.”
Most valuable lesson from RFP and how she applied it
“One of the valuable lessons I learned from RFP is making sure that there is a financial plan to be followed and not just a wild guess when it comes to the execution. The instruments to be used should match the risk profile of my client and the time horizon or target date when to redeem the goal.”
Recommendation of RFP and advice on shaping a financial journey
“Yes definitely, if it is not common to discuss finance during family meals, then RFP is a way to make sure that every Filipino can afford the meal they want everyday through proper financial planning. RFP is a platform for Filipino professionals to uplift the financial literacy of every Filipino household.”