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THE FIRM

KHMR CONSULTANCY SERVICES established September 2017, in the city of Dumaguete, Negros Oriental, Philippines, to cater the financial, educational needs of the people of Dumaguete and its neighboring cities and municipalities.  In order to face head on, the uncertainties of financial challenges of every family and address the issues that may disable the whole family in regards to managing their wealth and guiding them of their important financial decisions. We at KHMR are here to help.

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OUR CONSULTANTS

What we do

and how we can serve you :

We are private practitioners in comprehensive financial planning, life planning, and estate planning services. Passionately serving clients through education and proper coaching with regards to wise spending habits, value for money management, risk anticipation and control, education fund allocation, retirement sustainability, investment maximization/optimization, maximum tax relief, legitimate and convenient estate distribution/management. With legitimate industry partners in Real Estate, HMO, Life Insurance, and Non-life insurance.

RICARDO B. RODRIGUEZ III, REP

Registered Estate Planner (REP)

Certified Wealth Specialist (CWS)

Member:

International Association of Registered

Financial Consultants (IARFC) Philippines

​​KIMA HANNAH MARIE M. RODRIGUEZ, RFC, REP
 

Registered Financial Consultant (RFC)

Registered Estate Planner (REP)

Certified Wealth Specialist (CWS)

Licensed Insurance Adviser (Insurance Commission)

Toastmaster, Competent Communicator

 

Member:

International Association of Registered

Financial Consultants (IARFC) Philippines

Toastmasters International

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