Vision & Purpose Archives — Financial Adviser

What This Filipino Storyteller Wants Every Traveler to Remember

FinancialAdviser.ph — Wed, 18 Mar 2026 03:34:33 +0000

For Ivan Man Dy, founder of Old Manila Walks, the most powerful travel experiences aren’t found in checklists or photos—they’re found in moments of openness. Having led thousands of walking tours through Manila’s historic neighborhoods over the past 20 years, Ivan has built more than just a tourism business—he’s built a movement around heritage, education, [...]

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When a Career Stops Being About Money—and Starts Being About Impact

FinancialAdviser.ph — Tue, 10 Feb 2026 05:48:08 +0000

Walking away from a stable corporate career is rarely an easy decision. For Arvin John Delos Santos, a Certified Tourism Professional, it meant giving up predictability, familiar metrics, and financial comfort in exchange for something harder to measure—but far more meaningful. “Yes, it was a leap of faith,” he admits. “Leaving the corporate world for [...]

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Why Helping the 90% Matters More Than Preaching to the 10%

FinancialAdviser.ph — Thu, 30 Oct 2025 00:15:27 +0000

When Joffre Enrico Dominguez, a seasoned alumni of Registered Financial Planner program, shared his personal mission with Financial Adviser PH, he made one thing clear: “We’re the top 5 or 10 percent. But what about the other 90% of the population?” That single question has driven his career shift—from advising corporate finance executives to empowering [...]

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Why Teaching Financial Planning for Free Became a Path to Growth

FinancialAdviser.ph — Wed, 29 Oct 2025 08:05:14 +0000

For Jesse James Cooley Llamado, becoming a financial planner wasn’t just about gaining credentials—it was about using knowledge to serve. Long before he began charging for his services, Llamado was already drafting financial plans for friends over coffee, with no expectation of payment. That service-first mindset shaped not only his credibility as a professional, but [...]

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Why Faith and Values Are the Real Compass in Decision-Making

FinancialAdviser.ph — Mon, 01 Sep 2025 07:31:17 +0000

When Dennis Sy talks about living with intention, he doesn’t just mean setting goals or making vision boards. For him, it’s about having a compass that guides every choice—whether in your career, relationships, or finances. And that compass, he says, is built from your faith and values. “Your belief system—whether it’s rooted in faith, a [...]

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From Default to Design: How to Take Control of Your Life’s Direction

FinancialAdviser.ph — Mon, 11 Aug 2025 03:21:01 +0000

“If you don’t design your life, someone—or something—else will.” That’s the first thing Dennis Sy, author of Design Your Life, wants you to remember. Because if you’re not actively shaping your future, you might be living out someone else’s plan—whether that’s family pressure, cultural expectations, or just the daily grind pulling you along. And according [...]

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