Phyllice Gitumbi

Phyllice Gitumbi currently serves as the Director at Dagitom Financial Services, where she leverages her extensive expertise in banking, insurance, and strategic management to drive innovative financial solutions. In her leadership role, Phyllice oversees a diverse portfolio of key projects, including the development and implementation of comprehensive pension plans, transfer and consolidation strategies, and tailored insurance products that meet the evolving needs of clients across various sectors. Her deep understanding of credit analysis, asset management, and commercial banking allows her to craft customized financial strategies that optimize client wealth and ensure sustainable growth.

With a strong background in training, Phyllice conducts specialized workshops on financial management, equipping professionals and organizations with the skills necessary to navigate complex financial landscapes. Her consultancy services in the financial sector focus on risk management, insurance solutions—both life and general—and retirement planning, including small business retirement schemes. Her expertise in insurance services, such as umbrella insurance and asset protection, complements her strategic approach to financial planning.

Phyllice’s industry-specific skills in consulting, credit analysis, and marketing enable her to deliver holistic financial advisory services that enhance client confidence and operational efficiency. Her certifications, including IFC-TPMA, underscore her commitment to professional excellence and continuous learning. Through her leadership at Dagitom Financial Services, Phyllice Gitumbi continues to shape innovative financial strategies, foster client trust, and contribute significantly to the growth and resilience of her clients’ financial portfolios.