Monday, January 21, 2013

Just Ask Ro - Investment Academy; Appetite for Business with Mr. Raymund Magdaluyo

Tuesday, January 15, 2013

About Ro


Rowena Cuyco Suarez is a wife, mother, TV host, registered financial planner, certified wealth manager, and businesswoman.

Prior to entering a career in financial planning in 2004, Ro operated successful businesses in fashion retail and corporate giveaways. Roots of her business career began as a child selling various knick-knacks bought during international travels with her family to her classmates in Assumption College and continued well into her teens and eventually to early adulthood when she worked for the family business. While attending college at De La Salle University, Ro opened Ritratto, a fashion retail store and continued operating it until the early 2000s. She eventually sold the business shortly before undertaking a career in financial planning.

The shift in her career path was brought about by a desire to broaden her range, from a fashion and business background to the finance and wealth management field.

In 2004,she began working for Pru Life U.K. as a financial consultant. Her immediate success, propelled her to seek further growth and become a Certified Wealth Manager. She also eventually applied and gained membership in the Life Underwriters Association of the Philippines (LUAP).

Six years after joining Pru Life U.K. and after garnering many accolades because of her outstanding performance, she decided to become a Unit Manager, supervising her own group of financial planners while continuing to serve and expand her own range of clientele.

Over the years, Ro has diversified and expanded her range of financial services and currently serves over 500 clients.

RO'S SERVICE PRINCIPLES:
Responsiveness
Urgency
Efficiency
Providing the highest ethical standards in selling

CREDENTIALS
Registered Financial Planner
Certified Wealth Manager
Member, Life Underwriters Association of the Philippines (LUAP)
Member, Million Dollar Round Table (MDRT) 2006, 2007, 2008, 2011
Awarded by Philippine Finance Association, Inc. (PFA)

ACHIEVEMENTS
2011 MDRT (Million Dollar Round Table) Member|MDRT is the premier organization for Finance Professionals. Membership is renewable on a yearly basis, wherein each member must attain a production goal set by the MDRT while adhering to the ethical and professional standards of the organization. MDRT members are reputed to have extensive professional knowledge, strict adherence to ethical standards, and exceptional client service.

2011 Star Club and 3rd Quarter Convention Qualifier, Pru Life U.K. | Star Club and International Convention Qualifiers are among the top producers of Pru Life, U.K. who reach a preset quota and travel all over the world to attend conventions, meeting fellow qualified finance professionals from all around the world.

2010 CEO Circle, Pru Life U.K. | CEO Circle awardees are major producers of Pru Life U.K. who reach a preset production goal.
2009 Star Club, Pru Life U.K.
2008 MDRT Member
2008 President's Club, Pru Life U.K. | Ro procured a spot in the President's Club by being among the two (2) highest producers of Pru Life U.K.

2011 Moscow International Convention Double Qualifier, Pru Life U.K.
2007 MDRT Member
2007 President's Club, Pru Life U.K. | Ro procured a spot in the President's Club by being among the four (4) highest producers of Pru Life U.K.

2007 Cancun International Convention Double Qualifier, Pru Life U.K.
2007 Toronto International Convention Double Qualifier, Pru Life U.K.
2007 Top Producer (March, July, August, October), Pru Life U.K.
2007 Among the Top Two (2) Producers (July, August, September, October, November), Pru Life U.K.

2006 MDRT Member
2006 Lucerne International Convention Double Qualifier, Pru Life U.K.
2006 Among the Top Fifteen (15) Producers, Pru Life U.K.
2005 Star Club, Pru Life U.K.
2005 Athens International Convention Qualifier, Pru Life U.K.
2004 Rookie of the Year, Pru Life U.K.
2004 CEO Circle, Pru Life U.K.

MISSION

To educate and to provide sound financial advice to increase financial literacy and astute wealth management. Ro's aim is to develop entrepreneurship, make your money work for you, and build wealth for your peace of mind.