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Hi, I'm Paolo Lipana

Senior Financial Advisor | Certified Wealth Planner

NCR - Makati
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Professional highlights

  • My Story

    I decided to become a Financial Advisor to help families reach their dreams, while letting me achieve my life goals as well. This job is challenging yet genuinely fulfilling. It allows me to sharpen my skills, and use my knowledge to help as many individuals plan their best life.

    As your Financial Advisor, I commit to providing excellent service and timely financial advice. I am a go-getter who loves to hustle, but I also believe in work-life balance. I am passionate about music, films, health/fitness and skipping rope.

    Let me be your parter in your financial journey, and together, let's make every day better for you and your loved ones.

  • My achievements
    • 4 - Time Million Dollar Round Table (MDRT) Qualifier
    • Senior Financial Advisor
    • LIMRA International Quality Award (Platinum Qualifier)
    • Honor Club - Presidents Division
    • Club 50 Qualifier
    • Consistent Conference Qualifier
    • Top Gun of MM3

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Want to learn more about how to plan for a better, longer life?

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Tips to make your every day better

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November 3, 2025 6 Things to Do at Home During the Coronavirus Outbreak Read more

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