Dedicated to teaching Filipinos about financial literacy for a better tomorrow.
My Biography
Johanna is a Licensed Financial Advisor who is passionate about educating Filipinos about financial protection. Licensed in all three lines, Mutual Funds, Life Insurance and Pre-Need Plans, she has been with Sun Life since July 1996
as a Certified Advisor for Life, Sun Life Family Business, and Wealth Advisor, and has helped over 1000 clients in a span of 25 years.
She is also licensed to sell non-life insurance, and licensed with Pacific Cross as Healthcare specialist since 2007.
Mission
To help Filipinos achieve their financial goals through sound money management. With focus on managing risk, growing their funds, protecting their income and for retirees, protecting their legacy.
Vision
To help as many Filipinos create a sustainable financial plan to ensure that they enjoy the fruits of their hard earned labor through all their life stages.
10
Years International Quality Awards Qualifier
1000
Clients Served
25
Years as a Certified Financial Adviser
12
Years Sun Life Macaulay Club Member
Awards and Certifications
2019 – MDRT qualifying member
2020 – MDRT qualifying member
2021 – MDRT Court of the Table
Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 65,000 of the world’s leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories.
MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
2021 – International Quality Award (IQA)
LIMRA is a worldwide research, consulting, and professional development not-for-profit trade association. Nearly 700 financial services companies in 53 countries rely on LIMRA’s research and educational solutions as the trusted source of industry knowledge to help them make bottom-line decisions with greater confidence.
IQA membership recognized as a mark of their professionalism, competence, and leadership in today’s insurance marketplace.