Expert Purpose-driven Financial Planning for Busy Professionals

Overwhelmed by finances?
Let us simplify your path to success.
Achieve your goals with tailored,
purpose-driven financial planning.

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“My mission is to help you gain clarity on your finances, allowing you to focus your time and energy on what truly matters in your life.”

Rocel Santiago Borillo RFC, REP, CWP, CEPP
Your Financial Advisor for Life
Industry Awards, Certifications, and Memberships
about us

At Rocel Santiago-Borillo, we empower Filipino professionals and business owners to achieve financial peace of mind through personalized guidance and purpose-driven financial planning.

Our approach is rooted in integrity and expertise, ensuring that your financial future is in capable hands.

Services

Our Mission: Empowering Your Financial Journey

"To better define, enhance, and align your financial goals while identifying needs and gaps and matching them with the best available solutions."

  • Rocel Santiago Borillo, Your Advisor for Life
At Rocel Santiago Borillo, we don’t just offer solutions; we offer the right solutions for you. Our expertise lies in understanding your unique situation and tailoring our approach to best serve your needs.
How do I choose the right investments to grow my wealth?

We offer two key solutions to help you build a successful investment strategy:
Diversified Portfolio: We’ll guide you in creating a diversified portfolio tailored to your risk tolerance and financial goals. By spreading your investments across various asset classes—such as stocks, bonds, and mutual funds—we aim to optimize returns while minimizing risk.
Expert Guidance: Receive personalized advice on the best investment options for growing your wealth. We consider market trends, your financial situation, and long-term objectives to ensure your investments align with your goals

As a new investor, where should I begin?

Start by understanding basic investment principles and identifying your risk tolerance. Develop a solid investment foundation tailored to your goals.

How can I ensure my finances reflect my personal values?

Align your investment and spending habits with your personal values and ethical considerations. Create a financial plan that reflects your priorities.

What's the best way to balance competing financial goals?

Prioritize your financial goals and create a balanced plan to address them simultaneously. By effectively managing competing financial goals.

What insurance do I really need to protect myself and my family?

We offer personalized insurance solutions to safeguard your future:
Needs Assessment: Get a free insurance needs assessment to identify the ideal coverage for you and your family. We consider your income, debts, lifestyle, and future goals to ensure comprehensive protection.
Tailored Policies: Access a wide range of customized policies from Sun Life, designed to meet your unique needs without paying for unnecessary coverage.

How can I ensure I'll have enough income when I retire?

We address this concern with:
Comprehensive Plans: We’ll design a detailed retirement plan that ensures you have a stable income in your golden years, taking into account your desired lifestyle, inflation, and potential healthcare costs.
Regular Reviews: We’ll conduct periodic check-ins to update your plan as your life evolves and market conditions change, keeping your retirement strategy aligned with your goals.

What strategies will protect my wealth now and in the future?

Implement strategies like diversification, estate planning, and tax optimization to safeguard your wealth.

Are there any crucial financial aspects I'm overlooking?

Regularly review your financial plan to identify and proactively address any overlooked aspects.

Financial Planning Solutions for

Busy Professionals & Business Owners

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Personal Solutions

Navigate life’s uncertainties with confidence. Our comprehensive strategies build and protect your wealth, ensuring financial security in any scenario.

  • Secure Your Future: Tailored Retirement Planning for Busy Professionals
  • Comprehensive Protection: Life, Disability & Health Insurance Solutions
  • Wealth Management: Grow and Protect Your Assets for the Life You Deserve
  • Estate Planning: Secure Your Legacy for Generations to Come
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Business Solutions

Integrate and optimize your business and personal finances. Our holistic approach ensures protection and growth across all aspects of your financial life.

  • Protect Your Business Legacy: Succession Planning Made Easy
  • Strategic Group Benefits: Attract, Retain, and Motivate Top Talent
  • Comprehensive Risk Management: Identify, Mitigate, and Safeguard Your Business
  • Wealth Management: Grow and Protect Both Your Business and Personal Wealth
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Why Choose Me

PROFESSIONALISM

Expertise and dedication to client success

PROFESSIONALS

INTEGRITY

Commitment to ethical and transparent practices

Business Owners

EXPERIENCE

Proven track record with satisfied clients

Satisfied Clients
Claim Your FREE Consultation Today!
Testimonials

What My Clients Say?

"Rocel's guidance has transformed my financial strategy, making it robust and future-proof."
Eng'r Mark C.
Engineering Manager | College Professor
"Rocel stepped in with expertise and care, simplifying the management of my policies."
Dr. Dondee M.
Radiologist | TMC
"Rocel's personalized approach has empowered us to make informed decisions and achieve our dreams."
Sarah & Michael
Client-Partners since 2018
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Consultation Today!

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Please share your financial planning needs with us. Let us know your most convenient date and time for a call, and we'll promptly explore solutions tailored to your requirements.
Schedule a Free Consultation Today!
Schedule a Free Consultation Today!
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