find financial flow
Wealth Management Services
"how do I make the leap?"
"how do I save and live my life?"
"how do I make my money work for me?"
"how much is enough?"
Who's Self Made?
The Self Made know what they want.
The Self Made plan with intention.
The Self Made live without regret.
Self Made isn't a person, it's a process.
Your Financial Partner
Regalito, CFP®
Financial Advisor
My name is Regalito, but you can call me Ito (EE-toe). I am a Certified Financial Planner® and the Founder of Self Made Financial. I help folks manage their money through clear, simple, and direct wealth management services.
Growing up in an immigrant family, I faced my own challenges with money, which sparked my passion for financial wellness. In 2021, I earned my Trauma of Money™ Certification to better understand how our stories around money shape our financial behaviours.
I'm committed to changing the financial system to be more transparent, inclusive, and accessible, starting with one individual at a time. For me, being "Self Made" is all about being intentional with how we manage our money, time, energy, and attention.
On a personal note, I love movement, dance, and music. In my free time, you can find me outside or exploring something new. Right now, I'm learning how to climb rocks and sing like a bird.
If this resonates with you, I'd love to connect.
My Services
Financial Education
starting at $500
To help your team feel confident with managing their money.
They'll leave more informed to reach their financial goals.
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Tailored 60-min workshop
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Summary and resources
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Q&A and follow-up for 1 week
Financial Planning
starting at $2,000
For when you're going through a big life or financial change.
We’ll organize the moving parts and focus on what you value most.
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4 meetings over 3 months
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Action plan with next steps
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Support between sessions
Worked Together With
