Javier is a Financial Consultant 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 (Pending)
-Diploma in Accountancy and a few years of experience in business development and entrepreneurship.
Alpha Private Wealth Advisory
151 Lorong Chuan, New Tech Park #05-06A, Singapore 556741
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