Ricky So

Ricky So, CIS, RFP® has 25 years of experience in the financial services industry. He is currently an Independent Financial Adviser at Rampver Strategic Advisors. He is also Chief Knowledge Officer on Investment Planning of Wealth Management Center for Communications and Research Inc.

Prior to this, he held various positions at Philam Asset Management, Inc., the last of which was SAVP, Head of Training. Ricky was a Portfolio Manager at Queensland Tokyo Commodities, Areas Sales Supervisor at CIGNA Worldwide, Sales Department Head at Imperial Commodities, and an Account Executive at Onapal Philippine Commodities.

Ricky has been exposed to the international market since the early 90’s on futures and forex. He started learning about the US stock market in early 2000, and has been investing in US stocks from 2008 to the present.

Ricky is very active in the financial services community, using his expertise in training financial professionals. Most recently, he is a Lecturer on Managing Equity Portfolio for the Chartered Wealth Manager (CWM®) Program, Training Faculty for RFP Philippines, Portfolio Management Lecturer for AIM-EXCELL Strategic Investmet Management Program, Stock Market & Technical Analysis Lecturer of Global Investor’s Center Philippines, Founder and Facilitator of PAMI Investment Clubs, Lecturer at the Investment Company Representative Certification Seminar.