Joel Nievera Barretto, CFPⓇ Launches Financial Phases Seminar Series 2016

Joel Nievera Barretto, CFPⓇ Launches Financial Phases Seminar Series 2016

Press Release ( - MAKATI, Philippines - Jan 08, 2016 - Joel Nievera Barretto, CFPⓇ announced the launching of his Financial Phases Seminar Series 2016 at The City Club, Makati on January 28, 2016 at 6:00 p.m..

Among the guests invited to this exclusive launching, are some of the Philippines’ top celebrities, politicians, respected business people, executives and press, who will catch a glimpse of a unique perspective on how people view and manage their wealth.

Although this launching event will be by invitation only, the first public seminar will be held at The City Club, Makati on February 20, 2016 between 1:00pm – 5:00pm.

Designed to give participants a fresh perspective on wealth management, protection and investment asset growth, Joel Nievera Barretto, CFPⓇ, begins with an enlightening truth to the meaning of wealth.  According to Joel, “I’ve seen way too many costly financial mistakes among my fellow Filipinos.  It’s time people learned the secrets to making the right financial decisions.”

The seminar will also be focusing on the 4 Phases of most people’s financial life, and the challenges in each phase, as Joel presents some solutions.  Joel describes these phases as the “APDT (Accumulation, Preservation, Distribution and Transfer) phases.”

Joel Nievera Barretto, CFPⓇ is a holistic fee based financial planning veteran of 24 years and a Certified Financial PlannerⓇ practitioner.  Joel was based in Irvine, California until he decided to sell his practice and move to the Philippines in March 2015.

Joel’s advocacy for financial literacy among his fellow Filipinos, prompted him to develop Financial Phases Seminar Series 2016; the first of a number of educational seminars, workshops and lectures that he will be conducting for the Filipino public in years to come.

For reservations and more information, you may go to, email: or call 893-12-92.

Source : Joel Nievera Barretto, CFPⓇ

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