Our story

Championing financial literacy for every Filipino learner.

FinancialWise was born from a collective desire to make financial education accessible, relevant, and empowering for learners across the Philippines, wherever they may be.

Mission

We guide individuals and communities to build financial confidence through inclusive education, culturally grounded practices, and collaborative learning experiences.

Vision

A Philippines where every decision-maker feels equipped to navigate financial responsibilities, plan for milestones, and contribute to thriving communities.

Our Approach

  • Contextual learning that recognizes diverse livelihoods and family structures.
  • Dialogue-driven workshops that encourage shared stories and practical solutions.
  • Research-backed tools shaped by continuous feedback from Filipino learners.
Guiding principles

Core values that drive FinancialWise

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Empathy

We listen to the lived experiences of learners and adapt resources that speak to both challenges and aspirations.

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Clarity

We transform complex concepts into actionable steps through relatable case studies and interactive activities.

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Integrity

We prioritize trustworthy information, responsible stewardship, and data privacy in every engagement.

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Community

We nurture partnerships with schools, cooperatives, NGOs, and enterprises to uplift communities together.

Leadership & mentors

Meet the FinancialWise team

Portrait of Liza Santiago

Liza Santiago

Co-Founder & Program Director

Liza designs inclusive curricula informed by a decade of experience mentoring SMEs and leading financial literacy advocacies in urban and rural settings.

Portrait of Carlo de Ocampo

Carlo de Ocampo

Learning Experience Lead

Carlo integrates adult learning techniques with digital tools, ensuring modules resonate with diverse audiences across the Philippines.

Portrait of Rhea Mercado

Rhea Mercado

Community Partnerships Manager

Rhea cultivates collaborations with barangays, cooperatives, and educational institutions to broaden FinancialWise’s reach.

Portrait of Mark Villanueva

Mark Villanueva

Research & Insights Lead

Mark synthesizes data from learner feedback and national studies to enhance program relevance and measure impact.

Impact journey

Milestones we are proud of

12,500+ Learners engaged through workshops and online sessions since 2018.
40+ Communities supported with localized facilitation resources.
94% Participants reporting increased confidence in managing personal finances.
150+ Partner organizations co-creating inclusive financial literacy programs.

Looking ahead

FinancialWise continues to co-create materials with educators, NGOs, and corporate partners to sustain momentum in financial literacy. We believe that when people understand how to steward their resources, communities prosper.

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