RFP OF THE MONTH: Dave Anthony Monter, RFP
Dave is a Wealth and Life Coach for I Am + Plus Limitless Coaches. He is a firm believer that one of top issues or concerns of Filipinos today is that of their finances basically affects every facet of their lives. He decided to join RFP because he wanted to equip himself with the best tools and practices with regards to financial planning. Also, RFP has produced top caliber graduates in the industry.
He chose financial planning as a profession because what pains him is to see that there are a lot of people being scammed with their hard earned money due to lack of financial literacy. In addition, He would like to help people retire properly and comfortably given that they’ve planned well enough. It goes back to his personal experience that it pains him so much to see his own parents who didn’t get to properly plan for their retirement.
Lastly, Dave believes that the best thing of being a financial planner is the pleasure that you get from helping a person and their family, knowing that you will be helping them achieve their financial goals.