BUILD YOUR WEALTH IN 8 EASY STEPS!
Set the direction in your financial life Define where you want to go Identify your present financial status Aim for specific financial goals Take control of your cash flow“He who fails to plan, is planning to fail”
– Winston Churchill
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Why Wealth Engineering?
Wealth Engineering is the application of science and engineering concepts to the building of personal and family wealth through the articulation of designed dreams with the use of tools and systems.
All that you want to have, you want to do and you want to be should to be aligned with what kind of life you want in 5 years, 20 years or 40 years from now. Or it could be a collective dream of your family as to how your life should be in the future.
Who is Charmz Bautista?
Charmz is the Managing Director of WEI2SUCCESS, INC. Her passion is in educating Filipinos about the
importance of financial planning.
She is an effective subject matter expert in the area of personal finance, who has combined the advanced education gained and the application of practical skills.
She is a Motivational Speaker, among the few, male denominated pool of resources persons in the field of Personal Finance. Charmz is equipped with a Masters degree in Educational Studies from the University of Western Australia where she graduated with honors.
She graduated at the top of her class, with a BS degree in Industrial Engineering from the University of Santo Tomas. Then she became part of the pioneering set of engineers hired by Fujitsu, a leading multi- national company.
She eventually pursued her call to teach. As a faculty member in UST, she taught Engineering Management, Financial Accounting, Statistics, Marketing, and Project Feasibility Study Studies. She also served as Chairperson of the Industrial Engineering Department.
She is currently a Registered Financial Planner (RFP). This allows her to help individuals plan and implement financial management. She also passed the Investment Company Representative Certification Exam, a
government regulatory exam given by the Securities and Echange Commission (SEC). This makes her eligible to sell mutual funds for an investment house. In April 2012, she completed a comprehensive program
given by the Philippine Stock Exchange in partnership with University of Santo Tomas Graduate School. This earned her the Certified Securities Specialist title.
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Disclaimer:
I’m sharing the resources, tools and information that I thoroughly believe can make an impact in your life. However, I can never be responsible for your success or guarantee anything. It will greatly depend on your actions and commitment.