Our ALPHA TEAM LEADER
Branch Head | Portfolio Manager
Lily Beth Dela Cruz pfa, awp, cepp
Our principal director brings a decade of market-shaping insights, personally overseeing critical engagements and leadership development within the academy.
Unit Head | Portfolio Manager
Shirly Tan
The head of our training academy instills the Spartan ALPHA ethos, translating complex financial strategies into actionable, repeatable success frameworks for all associates.
Unit Head | Portfolio Manager
Rogelio Barcelita
A senior partner with a proven track record in wealth management, specializing in long-term portfolio growth and client legacy planning for high-net-worth individuals.
A senior partner with a proven track record in wealth management, specializing in long-term portfolio growth and client legacy planning for high-net-worth individuals.
Geneveb Pinili
Unit Head | Portfolio Manager
email: dclilybeth@tdsalpha.com
Unit Head | Portfolio Manager
Ruth Lacano
A senior partner with a proven track record in wealth management, specializing in long-term portfolio growth and client legacy planning for high-net-worth individuals.
Shari
Unit Head | Portfolio Manager
A senior partner with a proven track record in wealth management, specializing in long-term portfolio growth and client legacy planning for high-net-worth individuals.


Financial Life Planner | Agency Admin
Christine Moldez
Our principal director brings a decade of market-shaping insights, personally overseeing critical engagements and leadership development within the academy.
Financial Life Planner
Erwin Quinajon
The head of our training academy instills the Spartan ALPHA ethos, translating complex financial strategies into actionable, repeatable success frameworks for all associates.
Financial Life Planner
Jessy Rigor
A senior partner with a proven track record in wealth management, specializing in long-term portfolio growth and client legacy planning for high-net-worth individuals.


A senior partner with a proven track record in wealth management, specializing in long-term portfolio growth and client legacy planning for high-net-worth individuals.
Jayson
Financial Life Planner




Kristel Ann Betua
Financial Life Planner
Financial Life Planner
Add-On
A senior partner with a proven track record in wealth management, specializing in long-term portfolio growth and client legacy planning for high-net-worth individuals.
A senior partner with a proven track record in wealth management, specializing in long-term portfolio growth and client legacy planning for high-net-worth individuals.
Ready to Build Your Legacy?
Join the ranks of disciplined financial strategists. Our next elite mentorship cohort is forming now.