CHARRY JEAN DELA CRUZ-ROLDAN, CIS | AFP
The Expert Banker and ICEvents PR Director.
As a second generation OFW, Charry’s passion for financial planning comes from her desire to support people in their efforts to lead the kind of life they want to lead after years of working outside the Philippines
Charry Dela Cruz is a licensed Certified Investment Solicitor by the Securities and Exchange Commission of the Philippines. She is also a certified Financial Planner and is a graduate of the Ateneo School of Government’s Leadership and Social Entrepreneurship Program conducted in Dubai. She has received her Bachelor’s degree in Social Science at the University of the Philippines - Manila.
Charry brings with her more than 12 years of banking experience and she is currently working as an Assistant Vice President for a Swiss Private Bank based at the DIFC.
She served as an officer for 2 years in a row for a Filipino Social Club focusing on financial literacy called Investhusiasts Social Club, initially as Sergeant at Arms, then subsequently got elected as Club President. Recognizing that many Filipinos lacked the basic information they needed to retire comfortably, she made it her mission to educate her fellow Pinoy Expats in the UAE on the importance of establishing financial goals and implementing a strategy to achieve it.
As a second generation OFW, Charry’s passion for financial planning comes from her desire to support people in their efforts to lead the kind of life they want to lead after years of working outside the Philippines. Currently, she is a part of the Philippine Consulate General – Dubai’s Financial Literacy
Task Force where she has volunteered to assist in the module focusing on Investments.