Jeremiah Atienza

Senior Unit Manager - Zion Financials ​

jeremiah-d.atienza@philamlife.com.ph | 639178355115

A bit about me

I am a self-driven and self-directed Senior Unit Manager with 7 years of proficiency in the financial planning business industry. I used to work overseas as a Network Engineer but eventually made a shift to Financial Advisory Career with the aim of starting a family in the Philippines and helping Filipinos achieve their financial goals and improve their financial future. Now, I am a 2-time Million Dollar Round Table member leading a great team and we have more than 7 years combined experience in serving as financial advisors in different regions. We are recognized for managing financial, retirement, trust, estate and protection planning. We have demonstrated success by providing only the best solutions to our client in a timely and most efficient manner while maintaining the highest level of integrity and commitment in the client’s best interest.

What is your plan to achieve your dreams?

Your financial success is our journey. Contact us now to begin the process of planning to achieve your goals or partner with us to receive the advantages of Financial Advisory career
 
Expertise: Financial Advisory, Retirement planning, Work -life balance Advocate, Wealth management, Investment strategies, Asset management, Protection planning, Portfolio Management, Asset Allocation, Entrepreneurship, Investment Advisory, Family Financial Planning, Risk Management, Estate planning, Mentorship

Inquire About Services

Financial Planning

30 min | Free Consultation
Experience professional financial planning witn us. In this session, you will revisit your goals, identify the gaps, and know your options to address these gaps.

Employee Benefits Consultation

30 min | Free Consultation
Create a ‘golden handcuff’ for your employees by fortifying your benefits to include group insurance, healthcare and group retirement.

Financial Wellness Seminar

30 min | Free Consultation
It is our fervent advocacy to spread the good news of financial freedom to all Filipinos. We offer free financial wellness sessions to organizations and companies and talk about the basics of investing and saving, money blueprint and money habits.

Inquire About Career​

Inquire About Career