King San Jose-Santos is a powerhouse in Philippine finance, with over 15 years of trailblazing experience in wealth management, market analysis, and financial consulting. As the Chief Financial Planner and Founder of SJ&P Wealth Advisory, he leads a firm celebrated for its bespoke financial strategies tailored to individuals, families, and corporations—anchored on principles of trust, long-term growth, and strategic foresight.
Holding multiple elite designations—Registered Financial Planner (RFP), Certified Financial Consultant (CFC), Certified Technical Analyst (CTA), and Fellow of the Institute of Financial Consultants (Canada)—King stands among the top tier of financial professionals recognized for expertise and contributions to the industry. His career spans private advisory, corporate leadership, and market trading, having served as Brand Manager for Burlington Philippines, PUMA, BALLY, and CAMP; as part of the Management Committee at Comglasco Philippines; and as Head of Floor for Swift Trade Canada, where he traded U.S. equities at a professional level.
Beyond the boardroom, King is a sought-after speaker for financial literacy and investment forums hosted by the Securities and Exchange Commission (SEC), the Insurance Commission, public-listed corporations, and global certification programs such as RFP, CFC, and CTA. Under his leadership, SJ&P Wealth Advisory—regulated by both the SEC and Insurance Commission—specializes in retirement planning, healthcare and insurance solutions, investment funds, and tailored asset allocation strategies. His approach is deeply client-centric, blending data-driven strategies with personal insight to ensure every plan aligns with a client’s life stage, risk profile, and long-term vision.
Discovering STA – King first learned about the Society of Technical Analysts of the Philippines (STA) through recommendations from his other certification programs.
Commitment to Staying Current – On “What motivated you to join STA, and what made you stay?” he emphasized that the market is ever-evolving, with new approaches, technologies, and methodologies emerging constantly. “As a member of the Society of Technical Analysts, I must stay connected as the market always evolves. New approaches, new technologies and new science need to be updated. STA allows me to be updated,” he claims. STA keeps him updated and connected to these changes.
Pursuing the CTA Credential – Regarding “What inspired you to pursue CTA Certification?” King shared that as a consultant, it is essential to have certification from an internationally recognized body. He sought not just personal knowledge, but proper training and exposure to global best practices and current market trends. “An International Certification body must certify my profession. Knowing the best practices and the current market trends. Personal knowledge is not enough. Proper training is crucial, especially for consultants like me.”
Professional Growth Through STA – On “In what ways has being a member of STA helped your professional or personal growth?” King highlighted that it expanded his range of services and strengthened his credentials by having an international body recognize his profession “It opened a wider range of service and also helped my credentials having an international body recognizing my profession.”—enhancing both trust and authority in the eyes of clients.