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The Board of Directors of COL Financial Group, Inc. (the “Company”) approved the appointment of Mr. Melvin J. Esteban as Head of Wealth Management effective 1 July 2025. Mr. Melvin J. Esteban is the first and only Filipino recipient of the Young ASEAN Manager Award (YAMA), conferred in Kuala Lumpur, Malaysia. He is also the first and only Filipino to have chaired the ASEAN Insurance Congress, a premier regional forum for insurance and financial leaders. He is a Fellow of the Life Management Institute (FLMI) with Distinction and holds multiple international designations, including Certified Financial Planner (CFP®), Registered Financial Planner (RFP) accredited by the Registered Financial Planning Institute in the USA, and Certified Financial Consultant (CFC) awarded with High Distinction by the Institute of Financial Consultants in Canada.
With nearly three decades of experience in the financial services industry, Mr. Esteban has demonstrated leadership and expertise in Fund Management, Marketing, Product Development, Strategic Business Development, Profit Center Management, and Workplace Learning and Development. He served as Head of Wealth Management Specialists and Soliciting Official for Citibank N.A. in North America, and as Senior Consultant for Citibank Malaysia. Mr. Esteban holds a Bachelor of Science degree in Mathematics from the University of the Philippines, with minors in operations research, actuarial sciences, C programming, and physics. His academic credentials include postgraduate studies at the College of Financial Planning in Colorado, USA, completion of the Managing Family Corporations for Succession Planning program at the Asian Institute of Management, and a Post-Baccalaureate Diploma in Workplace Learning and Development with Distinction from De La Salle University, Philippines. |
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BLOGGER Hi, I'm Ralph Gregore Masalihit! An RFP Graduate (Registered Financial Planner Institute - Philippines). A Personal Finance Advocate. An I.T. by Profession. An Investor. Business Minded. An Introvert. A Photography Enthusiast. A Travel and Personal Finance Blogger (Lakbay Diwa and Kuripot Pinoy). Currently, I'm working my way toward time and financial freedom. Follow me on FACEBOOK x PLACE YOUR ADS HERE PLACE YOUR ADS HERE Categories
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