RM Consults - Financial Advisory

Robert Mamulayim CFP, CFA, CPA, CIMA, CBC.

Seasoned financial advisor and business consultant with over 30 years of experience in financial advisory, investment management, and business strategy. Proven track record of delivering impactful financial solutions and strategic guidance to a diverse clientele, including individuals, small businesses, and large corporations. Adept at designing and implementing comprehensive financial plans, optimizing investment portfolios, and enhancing business operations. Possess multiple industry certifications and a deep understanding of market dynamics, risk management, and strategic planning.

Venture Capitalist
Financial Advisory & Planning
Business Strategy & Consulting
Portfolio Management
Tax Planning & Estate Planning
Market Analysis & Trends
Strategic Financial Planning
Investment Management

Professional Experience

Senior Financial Consultant

January 2010 – April 2015

Spearheaded the development of tailored financial strategies for high-net-worth individuals and corporate clients, resulting in a 25% increase in client portfolio growth.

Managed investment portfolios totaling over $500 million, achieving an average annual return of 8% above industry benchmarks.

Conducted in-depth market analysis and financial forecasting to guide clients in making informed investment decisions.

Led a team of financial advisors, providing mentorship and training that improved overall team performance and client satisfaction.

Managing Director – Business Consulting

March 2000 – December 2009

Directed business management consulting projects, focusing on operational efficiency, strategic growth, and financial restructuring for diverse industries.

Implemented cost-saving initiatives that reduced operational expenses by 15% for multiple clients.

Developed and executed comprehensive business strategies that enhanced market positioning and increased revenue by an average of 20% annually.

Established and nurtured long-term client relationships, leading to a 40% increase in repeat business.

Financial Advisor & Investment Manager

July 1985 – February 2000

Provided expert financial advisory services and investment management for a broad client base, including individuals, families, and businesses.

Designed and implemented investment strategies that consistently outperformed market averages and met clients’ financial goals.

Delivered personalized financial plans covering retirement planning, tax optimization, and estate planning.

Maintained a high client retention rate through exceptional service and effective financial solutions.

Mantra

Financial success is not merely the result of luck or chance; it is the product of deliberate planning, disciplined execution, and an understanding of both the present and future financial landscapes. True wealth is achieved not through speculative risks or fleeting market trends, but through a steady commitment to thoughtful strategy, strategic investments, and ongoing education. It is the art of aligning one’s financial goals with actionable steps, meticulously balancing risk with opportunity, and adapting to changing economic conditions. In the end, financial well-being is a journey that combines foresight, resilience, and the courage to make informed decisions that will shape a secure and prosperous future.

Key Achievements

Successfully managed client portfolios worth over $1 billion, consistently achieving superior investment returns.
Recognized as “Top Financial Advisor” by Financial Times for three consecutive years.
Spearheaded a major financial restructuring project for a Fortune 500 company, resulting in a 30% increase in profitability.