Daniel Rachel Cereno
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Daniel Rachel Cereno
Senior Prestige Wealth Manager
“Securing futures with strategic planning and smart investments.”
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About Me
With over 12 years of experience as a Financial Services Consultant with AIA and a Personal Wealth Manager, I’ve learned that whether it’s health or wealth, people want someone they can trust, who listens, and who genuinely cares.
I started my career as a dentist, helping people take care of their smiles—now I help them take care of their financial future. That medical background gave me a deep understanding of risk, prevention, and long-term care—insights that have proven incredibly valuable in my transition to financial services.
I bring those values into every client relationship, offering guidance that’s practical, personal, and easy to understand.
I specialize in providing comprehensive financial planning and insurance solutions tailored to the unique needs of individuals, families, and professionals.
With a deep understanding of both professional and personal financial challenges, I am committed to build lasting relationships based on trust, integrity, and results.
Work Experience
Associate Dentist
Financial Services Consultant
Senior Personal Wealth Manager
Credentials
Doctor of Dental Medicine
Professional Financial Health Review & Advise
Proficient in Medical, Critical Illness, Income Replacement, Retirement Investments
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