ABOUT RO

Rowena C. Suarez
MDRT, RFP, CWM
FchFp

 

Ro is a wife, mother, TV host, Registered Financial Planner, Chartered Wealth Manager, and an entrepreneur

Prior to entering a career in financial planning in 2004, Ro operated her family’s successful fashion retail business, RITRATTO. Apart from this, she also put up a franchise business named ETC carts which has operated 15 branches nationwide. She also embarked on corporate giveaways business catering to the top companies in the Philippines. Roots of her business career began as a child selling various knick-knacks bought during international travels with her family to her classmates in Assumption College and continued well into her teens and eventually to early adulthood when she worked for the family business. While attending college at De La Salle University, Ro opened Ritratto, and continued operating it until the early 2000s. She eventually sold the business shortly before undertaking a career in financial planning.

The shift in her career path was brought about by a desire to broaden her range, from a fashion and business background to the finance and wealth management field.

In 2004,she began working for Pru Life U.K. as a financial consultant. Her immediate success, propelled her to seek further growth and become a Registered Financial Planner and Chartered Wealth Manager. She also eventually applied and gained membership in the Life Underwriters Association of the Philippines (LUAP).

Six years after joining Pru Life U.K. and after garnering many accolades because of her outstanding performance, she was eventually promoted as an ExecutiveUnit Manager, supervising her own group of financial planners while continuing to serve and expand her own range of clientele.

Over the years, Ro has diversified and expanded her range of financial services and currently serves over 500 clients.

RO'S SERVICE PRINCIPLES:

• Responsiveness
• Urgency
• Efficiency
• Providing the highest ethical standards in selling

CREDENTIALS

• Registered Financial Planner
• 7-year Qualifying Member, Million Dollar Round Table (MDRT)
• 2- year Court of the table (COT)
• Registered Financial Planner
• Chartered Wealth Manager
• Felllow Chartered Financial Planner
• Member, Life Underwriters Association of the Philippines (LUAP)

ACHIEVEMENTS

• 2014 Million Dollar Round Table • 2013 Court of the Table
• 2012 5th runner up Producer of the year
• 2012 Star Club
• 2012 Achiever's club for managers silver level
• 2012 International Convention Qualifier
• 2012 Protection drive qualifier
• 2012 COT ( Court of the Table ) a notch above MDRT.
• 2011 MDRT (Million Dollar Round Table) Member|MDRT is the premier organization for Finance Professionals. Membership is renewable on a yearly basis, wherein each member must attain a production goal set by the MDRT while adhering to the ethical and professional standards of the organization. MDRT members are reputed to have extensive professional knowledge, strict adherence to ethical standards, and exceptional client service.
• 2011 Star Club and 3rd Quarter Convention Qualifier, Pru Life U.K. | Star Club and International Convention Qualifiers are among the top producers of Pru Life, U.K. who reach a preset quota and travel all over the world to attend conventions, meeting fellow qualified finance professionals from all around the world.
• 2010 CEO Circle, Pru Life U.K. | CEO Circle awardees are major producers of Pru Life U.K. who reach a preset production goal.
• 2009 Star Club, Pru Life U.K.
• 2008 MDRT Member
• 2008 President's Club, Pru Life U.K. | Ro procured a spot in the President's Club by being among the two (2) highest producers of Pru Life U.K.
• 2011 Moscow International Convention Double Qualifier, Pru Life U.K.
• 2007 MDRT Member 2007 President's Club, Pru Life U.K. | Ro procured a spot in the President's Club by being among the four (4) highest producers of Pru Life U.K. 2007 Cancun International Convention Double Qualifier, Pru Life U.K.
• 2007 Toronto International Convention Double Qualifier, Pru Life U.K.
• 2007 Top Producer (March, July, August, October), Pru Life U.K.
• 2007 Top Two (2) Producers (July, August, September, October, November), Pru Life U.K.
• 2006 MDRT Member 2006 Lucerne International Convention Double Qualifier, Pru Life U.K.
• 2006 Top Fifteen (15) Producers, Pru Life U.K.
• 2005 Star Club, Pru Life U.K.
• 2005 Athens International Convention Qualifier, Pru Life U.K.
• 2004 Rookie of the Year, Pru Life U.K. 2004 CEO Circle, Pru Life U.K
• 7 year MDRT (Million Dollar Round Table) Member

MDRT is the premier organization for Finance Professionals which comprises of the top 1% finance professionals in the world. Membership is renewable on a yearly basis, wherein each member must attain a production goal set by the MDRT while adhering to the ethical and professional standards of the organization. MDRT members are reputed to have extensive professional knowledge, strict adherence to ethical standards, and exceptional client service.

MISSION

To educate and to provide sound financial advice to increase financial literacy and astute wealth management. Ro's aim is to develop entrepreneurship, make your money work for you, and build wealth for your peace of mind.