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King San Jose - Santos
RFP, CFC, CTA, FIFC
Chief Financial Planner
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Expertise
Personal and Corporate Retirement Funds and Benefits, Investment Management, Healthcare
Financial Planning and Asset Allocation.
15+ Years of Experience in Wealth Management and Market Analysis
Your Trusted Partner in Financial Planning,
Meet our Chief Financial Planner.
Mr. King San Jose Santos
RFP | CFC | CTA | Fellow, IFC Canada
Financial Consultant & Insurance Expert
Founder, SJ&P Wealth Advisory | Independent Advisor to Individuals & Corporations
15+ Years of Experience
Mr. King San Jose Santos is a seasoned financial professional with over a decade of experience specializing in financial planning, consulting, and comprehensive insurance solutions. Holding prestigious credentials including Registered Financial Planner (RFP), Certified Financial Consultant (CFC), Certified Technical Analyst (CTA), and Fellow of the Institute of Financial Consultants (Canada), he brings deep financial expertise and strategic foresight to every client relationship.
As the founder of SJ&P Wealth Advisory and an independent advisor to individuals and corporations, Mr. Santos serves a broad clientele, including professionals, SMEs, families, retirees, and high-net-worth individuals. His services are built on a foundation of customized strategy, sound risk management, and a commitment to long-term financial growth.
A recognized voice in the industry, Mr. Santos has been invited to speak at major forums and events hosted by the Securities and Exchange Commission (SEC), the Insurance Commission, Public-Listed Corporations and Conglomerates, and various professional certification bodies, including RFP, CFC, and CTA programs, where he continues to inspire, educate, and elevate the financial advisory community.
With a client-centered and fully customizable approach, Mr. Santos tailors each financial strategy to suit the unique goals, risk profiles, and needs of the individual or organization he serves, delivering solutions as flexible as they are forward-thinking.
Work Experience
Brand Manager
Burlington Philippines,
PUMA, BALLY and CAMP Brand
Management Committee
Comglasco, Philippines
Swift Trade Canada
Head of Floor- Prop Firm
Registered Financial Planner
Awarded ( RFP ) Title
Wealth Management
Company and SEC | Insurance Commission Licensing
Certified Financial Consultant
Awarded (CFC) Title
Certified Technical Analyst
Awarded (CTA ) Title
Awarded Highest Honorary Title
Fellow, Institute of Financial Consultants, USA - Canada
a brand manager, formulate and oversee strategies to engage our audience. Collaborated with teams to develop marketing campaigns, enhance visibility, and maintain a consistent brand image. Additionally, analyze market trends to drive growth and foster a strong brand identity that encourages loyalty.
As a member of the management committee, I work alongside colleagues to establish the company’s strategic direction. Engaged in decision-making that affects operations and financial stability. Regular meetings facilitate discussions on key initiatives and performance evaluations. Your input is crucial in steering the company toward its goals.
As a stock trader for US Stocks, I analyze market trends and financial data to guide my investment decisions. Execute trades to optimize returns while managing risk, continuously monitoring economic developments. Each day presents unique opportunities and challenges in this dynamic landscape.
The Registered Financial Planner (RFP) certification demonstrates a financial planner's dedication to ethical practices and professionalism. To obtain this designation, candidates are required to complete an educational program, pass a rigorous exam, and possess relevant experience. This credential assists clients in identifying qualified professionals for customized financial advice while ensuring adherence to a strict code of conduct.
Training, Seminar and Certification
Family Office, and other international banks in Hong Kong and Singapore.Hubbis International
Creation of SJ&P Wealth Advisory and Licensing for SEC | IC Commission
Multiple Licenses holder with SEC and Philippine Insurance products, focuses mostly in Investment, Healthcare, and Insurance for Individuals, products and services.
A Certified Financial Consultant (CFC) provides expert guidance in financial management, offering strategic advice, budgeting and wealth accumulation. They assist individuals and businesses in achieving their financial objectives, acting as trusted partners in the decision-making process.
A Certified Technical Analyst (CTA) is expert in analyzing financial markets through technical analysis methods. They utilize charts and indicators to forecast price movements and assist in making informed trading choices. This certification reflects a substantial level of expertise, fostering trust among clients and employers. CTAs are essential in formulating effective investment strategies.
The Fellowship Honorary Title in Finance is a distinguished accolade granted to individuals who have exhibited outstanding expertise, leadership, and contributions within the finance sector.
Recipients of this title are typically esteemed professionals, academics, or practitioners who have made notable impacts through their research, innovation, or mentorship. This honors not only their significant achievements but also serves to inspire others in the finance community to pursue excellence and uphold integrity in their endeavors.
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