Helping others achieve their financial goals is more than just a career for me—it’s a calling that’s deeply rooted in my own life experiences. Growing up in a financially challenged family, I had to learn the ropes of personal finance early on. At 18, using just my skills and talents, I started hustling and freelancing to support my studies, driven by the need to secure a better future for myself and my loved ones. By the time I was in college, I was already managing my own cash flow, saving diligently, and investing whatever I could in different financial markets and instruments.
At 24, I knew it was time to take my passion to the next level, so I became a Licensed Financial Advisor with the Insurance Commission of the Philippines, partnering with Sun Life—the country’s oldest and biggest life insurance company. My first clients were close friends, colleagues, and relatives, and as my network grew, so did my client base, allowing me to serve people from all walks of life. Seeing the positive impact I could make in their lives fueled my commitment, and over the years, I’ve been fortunate enough to receive multiple awards and industry recognition for my efforts.
I created The Insurance Master because I wanted to share what I’ve learned with even more people—beyond just my clients. This platform is my way of offering practical advice and insights on insurance and investments, specifically designed for the unique needs of Filipinos. Whether you’re a client or a reader, my goal is the same: to help you secure your financial future with confidence.
I truly believe I’ve become “the” Insurance Master, not just in name but in practice. With a deep understanding of the industry and an unwavering commitment to doing what’s best for you, I’m here to help you review complex policies, find the perfect plan, and optimize your financial portfolio. You can count on me to be with you every step of the way.
Licenses and Certifications:
- Licensed Financial Advisor, Insurance Commission of the Philippines (IC)
- Traditional Life and Variable Universal Life (VUL) Insurance Licenses
- Certified Wealth and Estate Planner (CWP®, CEPP™), Wealth Management Center of the Philippines (WMC)
- Sunny Level Up Advisor, Certification for Increased Non-medical Limit Offering, Sun Life Philippines
- Certified Lean Six Sigma Green Belt (CLSSGB), The Council for Six Sigma Certification (CSSC)
Industry Awards:
- Macaulay Club Member, Sun Life Philippines
- 8-time National Medallion Awardee, Sun Life Philippines
- 2 Gold Medallions
- 3 Silver Medallions
- 3 Bronze Medallions
- Top 5 Advisor, Regional Expansion Agency Program – Inter-Branch Sales Office (REAP-ISO), Sun Life Philippines
- Digitopia Champion, Sun Life Philippines
- Game Changer and Innovation Champion, Luenthai International Group, Inc.
Industry Affiliations:
- Sun Life of Canada (Philippines), Inc.
- Wealth Management Center for Communications and Research, Inc. (WMC)
- Life Underwriters Association of the Philippines (LUAP)
- Philippine Institute of Industrial Engineers (PIIE)
- 2030 Youth Force in the Philippines (YFPH)
- United Nations Development Program (UNDP) Philippines
- Young Southeast Asian Leaders Initiative (YSEALI)
- Aslagan Philippines
- Asian Development Bank (ADB) Volunteers
- Luenthai International Group, Inc.
- Don Honorio Ventura State University (DHVSU)