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    David Host

    I help my Linkedin Connections have a better understanding of their finances and make better decisions in investing

    Professional Background

    David Angway is a dynamic financial planner, accomplished speaker, and dedicated facilitator who specializes in helping young, urban, and well-educated millennials (Gen Y) achieve their long-term financial goals. With a profound understanding of investments, asset allocation, risk management, retirement planning, and estate planning, David is equipped to empower individuals in making informed financial decisions. He believes in providing personalized strategies tailored to each client's unique needs, ultimately focusing on increasing their net worth and assisting them in accomplishing all their financial objectives.

    David has made significant contributions to the financial planning world by hosting a weekly podcast that aims to guide young individuals in navigating their financial journeys. His written work includes an impactful book on career and finances, designed to help readers manage their money effectively. In addition, he is an esteemed conference speaker, often delivering presentations to various local and international companies, sharing his expertise and insights on money management and career development.

    A treasured component of David's outreach is his daily LinkedIn Live sessions, where he actively supports his community by discussing money management tips and best practices in career development. This interactive platform allows him to connect with individuals who are eager to learn and improve their financial literacy. David is always open to collaboration and is enthusiastic about working with others to benefit communities in financial education and planning.

    Education and Achievements

    David Angway's educational background is robust and diverse, equipping him with the knowledge and skills required to excel in financial planning.

    • Chartered Wealth Advisor: David studied the Wealth Management Program at the Wealth Management Institute, where he gained invaluable expertise in managing and growing wealth for clients.

    • Entrepreneurial Management: With a Master Certificate in Entrepreneurial Management, David developed a strong foundation in business, management, and marketing strategies that further enhance his financial planning capabilities.

    • Financial Planning: He pursued studies at the Registered Financial Planning Institute, focusing on finance and financial management services, which are crucial for understanding the complexities of personal finance.

    • Bachelor of Science in Nursing: David has a unique background in healthcare administration, having earned his degree from Remedios T. Romualdez Memorial Schools - Makati Medical Center. This experience adds a unique perspective to his financial planning, as he understands the healthcare costs that many clients face.

    • Chartered Trust Estate Planner: David's studies in estate planning at the Chartered Institute for Securities & Investment position him as an expert in trust and estate management, enabling him to assist clients in preparing for their legacies.

    Professional Experience

    David's extensive experience in the field of finance and planning showcases his versatility and commitment to the profession. Some of his notable roles include:

    • Unit Manager at Sun Life Financial: Leading a team to provide excellent financial planning services and achieve client satisfaction.
    • Podcaster at Driven Today Podcast: Utilizing his communication skills to reach a wider audience and share knowledge about financial literacy.
    • Certified Investment Solicitor at Sun Life Financial: Advising clients on investment strategies and portfolio management.
    • Sun Life Financial Advisor at Sun Life Financial: Engaging with clients to provide personalized financial guidance and support.
    • Contributing Writer for Moneysense Magazine: Penning insightful articles on financial management topics, contributing to public understanding of financial concepts.
    • Resource Specialist at Registered Financial Planning Institute: Providing resources and support to fellow financial professionals in the industry.

    In addition to these roles, David has an impressive history of contributing to various esteemed publications, including Business Mirror and Rappler. His insights have also been sought after by Bloomberg Philippines, where he served as a Resource Consultant.

    Furthermore, David's prior experience at JP Morgan Chase & Co reflects his strong foundation in financial services, having held positions as a Senior Specialist 1 and Subject Matter Expert, as well as working in customer service at Sutherland Global Services.

    Achievements

    David Angway's journey in the financial sector is marked by numerous achievements that underscore his commitment to financial literacy and helping others:

    • Podcasting Influence: Through his weekly podcast, David has created a platform for discussions on finance and career management, addressing the needs of millennials looking for expert guidance.
    • Authorship: His book on Career and Finances has reached a wide audience, providing crucial insights that have empowered many to take control of their financial situations.
    • Public Speaking: Regularly engaging with local and international companies as a conference speaker, David shares his knowledge and insights, inspiring others in the field of financial planning.
    • Community Engagement: His daily LinkedIn Live sessions serve as an essential resource for financial education, captivating an audience eager to learn more about managing their finances effectively.

    Overall, David Angway exemplifies excellence in financial planning. By focusing on empowering individuals, particularly millennials, to navigate their financial futures, he is paving the way for a financially savvy generation. With continued commitment to education and community engagement, David invites collaboration and is passionate about transforming the financial landscape for young professionals.

    Related Questions

    How did David Angway become an authority in financial planning for millennials?
    What unique strategies does David Angway employ in his financial planning practice?
    In what ways does David Angway’s background in nursing enhance his financial planning services?
    What topics does David Angway cover in his podcast, and how do they benefit his audience?
    How does David Angway engage with his community through LinkedIn Live sessions?
    David Host
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    Location

    Metro Manila, National Capital Region, Philippines