As a financial advisor affiliated with Sun Life Financial Philippines, I have licenses from the Philippine Insurance Commission and Securities and Exchange Commission and I am trained and qualified to provide financial advice and sell financial instruments. Specifically, I provide financial advice and guidance on the following areas:
- Traditional life insurance
- Variable universal life
- Health and accidental protection
- Retirement planning and
- Investments in mutual funds like stocks, bonds, etc.
To ensure quality financial advice, I work closely with clients and try to understand with the use of standard analytical tools their current financial situation, financial needs and finacial goals in life in the short-term, medium-term and in the longer-term. By enabling clients understand where they are financially and the impact of financial decisions they make now on their financial future, I help empower them define their financial priorities in life and then provide advice and solutions for achieving those goals. I always work with the best interest of clients in mind.
If you need advice on any of the above areas, or share your opinion, please feel free to contact me by simply using the contact form. I personally read your e-mails, and I promise to respond to your e-mails as quickly as possible.
