BIO
Since 2002, I’ve been providing professional consulting services to clients from Metro Manila and beyond. From financial security planning to innovative solutions for retirement, my focus is always on building an efficient and results-driven relationship. I’ll work with you to create a customized plan of action for yourself or your organization. Get in touch to learn more about my vision and consulting approach.
JOYCE JIMENEZ
Registered Financial Consultant
Registered Estate Planner
Million Dollar Round Table - Life and Qualifying Member
14-year LIMRA Gold Awardee
Whatever changes you’re hoping to make or goals you’re trying to achieve, I’ll provide you with sound advice and professional guidance every step of the way. Take a look at my site and see all that I can do for you today.
MORE ABOUT ME
What You Need
From tackling personal decisions to reaching important milestones, my job is to guide you on the path of success. I’m fueled by my commitment to excellence and go the extra mile to make sure clients are fully satisfied with my work.
As a professional Financial Consultant, I believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes. Contact me today for an initial consultation, and find out more about how I can tailor my services to your needs.
TESTIMONIALS
What My Clients Have to Say
My accounts were small and dormant until Joyce called me nine years ago. From our first meeting until today, she has set the GOLD Standard for insurance executives and this has set her apart from everyone else I have met. No magic, really - just a wonderful combination of diligence, charm, competence, and "asikaso and malasakit" for me and my family. I am happy she picked up my dormant small policies and made the call.
Eugene Acevedo, Bank CEO
Joyce has been our financial advisor since before we were married. What sets her apart from other financial advisors is she has great initiative and genuine care for her clients. We are now married with a son and remain pleased with how Joyce has helped us with every step of the way.
Bam and Jowee Santos, Lawyers/Millenial Parents
Joyce has been my agent for more than 5 years. She is the epitome of the perfect agent. She always goes out of her way to check in on me and truly has my best interest on her plans for me. What I love is she listens to my opinion and sees how we can work together with how to put my future in a very profitable standing. Apart from a great working relationship, I gained a wonderful friend.
Bea Azcuna, Chief of Staff/Athlete
My family and I would like to thank Ms. Joyce Jimenez who have been helpful in financial planning for our family. Despite our meager resources, Ms. Jimenez has always been there for our inquiry and always ready with sound advice. In times like these, we all the more need people like her to help us navigate thru unchartered territory.
Rico Antonio, Physician
Joyce, as a financial consultant, is very reliable and truly dependable. She always attends to your needs even if she's abroad. She is very considerate and always has the best interest of her clients in mind. As a person, she is very talented, charming and throughtful. Of all the financial managers I have encountered so far, she sure is the best and would definitely recommend her to friends. I am lucky to be one of her clients.
Claire Sordan, RTC Judge
JOYCE JIMENEZ
Working With You
