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Meet our Principal Planner
Caroline Tanjutco, JD CPA RICP
Principal Wealth Adviser
Retirement Income Certified Professional, holding FINRA Series 7, 6, 63, 65 and 66.
Fiduciary Investment Adviser
Financial Literacy Outreach
Financial Literacy for Teachers
Association of Filipino-American Teachers (AFTA) member Ely Timbol created this pandemic series for teachers continuing education.
AFTA Awardee: Doña Teodoro Alonzo
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JCI 2016 Icons of Impact Honoree
Carol Tanjutco was given the Outstanding Legal & Finance Advocacy award. Tanjutco, an alumna of Ateneo College of Law, became an Anti-Money Laundering compliance officer for various financial institutions and is a licensed investment advisor. She conducted the program “Raising Financially Responsible children,” which was rolled out in several public schools in New York City.