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Your Strategic Partner
FinancialServices
Advisory
From making strategic decisions to developing your capabilities, we are here to help. Using our expertise and deep understanding of the industry, you’ll receive real solutions and experience true results.
Our Services
Expertise. Intuition. Ingenuity.
Governance and Compliance
This service is designed to increase the efficiency and effectiveness of internal audit functions, risk management programs, controls and reviews third-party relationships.
Risk Assessment & Valuation
Financial projects can be challenging; we are here to lighten the load off your shoulders. Our first priority is always the interests of our clients; providing capability, adaptability, and scalability helping our clients by assessing risk management and valuation.
Deal Advisory | Merger & Acquisitions
From buy-side to sell-side advisory services, we work alongside different stakeholders assuring favorable responses to opportunities.
Accounting Advisory Services
We help you prepare by giving you key questions. Giving the right strategy and practice will help you present yourself and stand out in the crowd.
Building Better Business
With a single mission: to be the most successful, creative, and ground-breaking consulting agency in the Philippines, we approach each of our clients with fresh eyes to develop customized, unique strategies. Though we’ve grown since our founding, we’re still the same consultancy firm at heart. Let us help make your dreams a reality.
Managing Partners
San Josè & Partners is proud to have some of the industry’s best consultants on our team. The experience, capability, and passion of our staff are the foundation for our success in serving our clients. That’s why we invest heavily in recruitment, skills development, and forming a work environment that fosters their growth.
99.9%
Success rate for clients
In solving problems, setting goals and helping improve lives.
Thousands of
Clients solved.
Making strategies, key decisions and designing process and strategies.
5+
international Certifications
Decades
Years of Experience
Financial Planning, Corporate Finance, Accountacy and Consultancy
In Financial Planning , Asset Management and Counseling since 2012
8+
Years Experience
In Financial Planning , Asset Management and Counseling since 2012
Mr. King San Jose, RFP,CFC,LFA,CTA
Chief Financial Planner | Private Wealth & Asset Management
Managing Partner
Our Commitment,
Your Success...
At San Jose & Partners, we understand that change is not always easy. Since 2012, we’ve been helping companies of all sizes respond to industry transitions in order to stay competitive. Our years of experience have taught us to always make your business success our priority. Our team of experts is ready to help you develop strategies for not only surviving but thriving in the future.
Historical evidence shows that shareholders usually greatly benefit from mergers.
-Stephen Moore-
8+
Years Experience
In Financial Planning , Asset Management and Counseling since 2012
Let's build a better future.
