Javier is a Wealth Planner with Alpha Private Wealth Advisory (APWA). Prior to pursuing a career in financial advisory, he managed an online advisory and investment business focused on software markets. By analysing market trends, he guided his clients on the optimal times to buy and sell software-related investments. His dynamic skillset allows him to adopt a responsive approach to financial advising, where continuous market analysis and strategic timing are key to driving client portfolio growth and safeguarding assets.
Leveraging the expertise of his team to learn The Total Portfolio Advisory© (TPA), a revolutionary wealth management system, that empowers individuals to build a holistic financial portfolio that adapts to their life's goals through strategic asset allocation. This mastery amplifies his coaching skills, allowing him to better empower others to achieve financial and overall wellness.
Javier has had a strong interest in investments from a young age, beginning his journey at 18 when he made his first investment. Over the years, he has built a diverse and well-rounded portfolio, sharpening his understanding of market dynamics and financial strategies.
Javier's path into the financial advisory industry was influenced by his outgoing, extroverted personality, which naturally drew him to sales. However, despite his passion, he was initially hesitant to enter the industry due to the stigma often associated with financial advisors. That perspective shifted when he met Dexter, who demonstrated what genuine financial advisory and comprehensive financial planning entail. This encounter helped Javier realize his true calling and gave him the confidence to fully commit to the financial advisory profession.
Today, Javier's mission is to guide others toward financial freedom by drawing from his extensive personal experience and deep knowledge of investments. His goal is to empower his clients to make informed financial decisions, ensuring their portfolios are not only profitable but resilient in the face of market uncertainties.
Managing your personal finances doesn’t have to be overwhelming when you have a clear understanding of financial management concepts. With methods like the TPA, you can build a robust, weather-proof financial portfolio that withstands the test of time.
If you're interested in learning more about how I can assist you in managing and growing your financial portfolio, feel free to reach out.
Let’s work together toward achieving your financial goals and securing your future!
Qualifications:
-Bachelor in Business
-Diploma in Accountancy and a few years of experience in business development and entrepreneurship.
I had an excellent experience working with
Javier. He was professional, knowledgeable,
and genuinely cared about finding the best
insurance solution for my needs. From the
start, he took the time to explain all my
options clearly and answered all my
questions with patience. I felt supported and
confident in my decisions throughout the
entire process. His prompt communication
and attention to detail were truly
appreciated. I highly recommend Javier for
anyone seeking reliable and trustworthy
insurance assistance - Dong Wang
Outstanding and comprehensive - Benjamin Tang
Very friendly, straight forward, open and easy to talk to - Timothy Ong
Javier has been an incredible support in helping me navigate my financial goals with clarity and confidence. before meeting javier, i was unclear of exactly what kind of investment and insurance plans i had as it didnt occur to me that i need to start thinking about all these in order to be fully insured at the lowest possible cost. after studying my existing plans, javier did up a personalised portfolio which revealed that there are a lot of gaps in it. he then recommended to not only add several plans to add on to the existing ones but also cancel those which are not as beneficial. thanks to javier, i am not only saving more money but is being insured in more aspects now. i wholeheartedly recommend javier to anyone who is looking for a commited, knowledgeable and trustworthy financial advisor. - Rachel Leow
Alpha Private Wealth Advisory
151 Lorong Chuan, New Tech Park #05-06A, Singapore 556741
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