MDRT
Million Dollar Round Table · Qualifying and Life Member
PURPOSE-DRIVEN FINANCIAL PLANNING
A life well lived.
A future well planned.
You work hard for the people and the life you love. Let’s give your money a purpose—and your future a thoughtful plan.
For Filipino professionals, families & business owners
ROCEL SANTIAGO BORILLORFC | REP | CWP | CEPP
Personal guidance. Lasting relationships.Clarity today. Confidence for tomorrow.
Protect what matters.
Prepare for possibilities.
Leave a meaningful legacy.
START WITH WHAT MATTERS TO YOU
What’s your next chapter?
There’s no one-size-fits-all financial plan.
Choose a priority. Let’s find your starting point.
Choose a chapter below to explore your options.
01 / FAMILY PROTECTIONBe there for them.
Be there for them.
Even when life changes.
A growing family. A new home. People who count on your income. Start with a clear picture of what they need and the protection you already have.
Let’s review my protectionWHAT WE CAN EXPLORE TOGETHER
- Life insurance and income protection
- Health and critical illness coverage
- Existing policies, benefits and coverage gaps
The right starting point is understanding your needs, budget and priorities.
OUR MISSION
Empowering your
financial journey.
Your values set the direction.
Our work is to help you move forward.
“To clarify and align your financial goals, identify needs and gaps, and help you choose suitable solutions for the life you want to build.”
Rocel Santiago Borillo
Your Financial Advisor for Life
Understanding your circumstances comes first. Together, we turn complex financial questions into practical steps that reflect your priorities.
MEET YOUR ADVISOR
Financial planning
with a human touch.
RFC · REP · CWP · CEPP
Rocel Santiago Borillo
Sun Life Financial Advisor · Philippines
“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.”
With over 30 years of financial advisory experience, I bring a long-term perspective to every conversation. Your financial story is personal. Your plan should be, too. I work with professionals and business owners to understand their responsibilities, bring their goals into focus, and explore suitable ways to move forward.
We begin with a conversation about your life—not a list of products. Then we work through the choices together, at a pace that feels right for you.
Get to know RocelEXPERIENCE, LEARNING & PROFESSIONAL COMMITMENT
Industry awards, certifications
and memberships.
A career grounded in service, continuing education and professional relationships.
LIMRA IQA
International Quality Award · Platinum recognition
RFC®
Registered Financial Consultant · IARFC
REP®
Registered Estate Planner · IARFC Philippines
CWP®
Certified Wealth Planner · Wealth Management Center
CEPP®
Certified Estate Planner, Philippines · Wealth Management Center
Macaulay Club
Sun Life recognition for top-performing financial advisors
Producer’s League
Sun Life recognition for advisor performance
Recognitions and designations shown reflect Rocel’s professional history. Awards and memberships are not guarantees of financial results.
LICENSES, CERTIFICATIONS & REGULATORY OVERSIGHT
Know the framework
behind each solution.
Insurance Commission
LIFE INSURANCE & VUL
Life insurance and variable unit-linked insurance offered through Sun Life of Canada (Philippines), Inc. fall under Insurance Commission oversight.
Advisor role: Licensed Financial Advisor for applicable insurance business.
Visit the Insurance Commission
Securities and Exchange Commission
MUTUAL FUNDS
Sun Life Asset Management Company, Inc. (SLAMCI) manages the Sun Life Prosperity mutual funds. Mutual fund activities fall within the SEC’s regulatory framework.
Advisor credential: Certified Investment Solicitor (CIS).
Visit the SEC
Bangko Sentral ng Pilipinas
UITFs THROUGH SLIMTC
Sun Life Investment Management and Trust Corporation (SLIMTC) is regulated by the BSP.
Advisor credential: Certified UITF Sales Personnel (CUSP) of SLIMTC.
Explore SLIMTCRegulatory oversight is distinct from an advisor’s certification. These organizations do not endorse this website or guarantee investment returns. Logos identify the respective organizations.
THE WHOLE PICTURE
One plan. Connected priorities.
Your personal life
Life, health and disability protection; savings and homeownership goals; investment choices; retirement income; and estate planning considerations.
Your business
Key person protection, group benefits, succession priorities and the relationship between your business and personal wealth.
Your changing future
Review competing goals, identify financial blind spots and adapt your plan. Coordinate with your lawyer, accountant and other specialists where needed.
A CLEAR PATH FORWARD
Big decisions.
Thoughtful, manageable steps.
Let’s understand you.
Talk about the people you care for, your financial commitments and the future you imagine.
Make sense of your options.
Review your priorities and existing arrangements. Discuss suitable choices, costs, risks and trade-offs.
Move forward together.
Choose your next steps and revisit your plan as your needs and circumstances change.
A SMALL STEP YOU CAN TAKE TODAY
Give your goal
a monthly number.
A family milestone. A future purchase. A fresh start.
See what setting money aside could look like.
A simple savings illustration, excluding investment returns, inflation, fees and taxes. It is not a product recommendation or a forecast.
BEFORE WE TALK
A little clarity
goes a long way.
It’s okay to have questions.
That’s where a good conversation begins.
Do I need a large budget to start?
Start with your current situation and what you can comfortably commit. Our first conversation helps identify priorities; any solution should be assessed against your needs and budget.
What if I already have insurance or investments?
Bring a summary of what you have. We can discuss how those arrangements fit your goals and where a closer review may help. You do not need to replace a plan simply to begin a conversation.
What should I prepare for a consultation?
Think about your top goals, regular commitments and existing coverage. You can begin with estimates. Please do not send account numbers, identification documents or sensitive medical details through initial email or text.
Is the initial consultation complimentary?
Yes, the initial consultation is complimentary. We’ll discuss your questions and possible next steps. Any product costs, terms and applicable risks should be explained before you make a decision.
Can we talk about business or estate planning?
Yes. We can explore business protection, succession and legacy priorities, and identify where coordination with your legal or tax professionals may be needed.
IN OUR CLIENTS’ WORDS
Relationships at the heart
of every plan.
“Rocel’s guidance has transformed my financial strategy, making it robust and future-proof.”
“Rocel stepped in with expertise and care, simplifying the management of my policies.”
“Rocel’s personalized approach has empowered us to make informed decisions and achieve our dreams.”
“Tita Rocel is THE BEST Financial Advisor. We are lucky to have her... And always grateful for your invaluable help!!!!!”
Client feedback reproduced from Rocel’s existing website. Individual experiences vary; testimonials are not guarantees of outcomes.
YOUR FAMILY & PARTNERS FOR LIFE
A shared purpose.
A personal commitment.
Rocel Santiago Borillo
Licensed Financial Advisor · Insurance Commission
Certified Investment Solicitor (CIS) · SEC
Certified UITF Sales Personnel (CUSP) · SLIMTC, a BSP-regulated trust corporation
Financial advisor and financial and estate planning professional, helping clients align their decisions with their values and long-term goals.
Arron Borillo
Licensed Financial Advisor · Insurance Commission
Certified Investment Solicitor (CIS) · SEC
Certified UITF Sales Personnel (CUSP) · SLIMTC, a BSP-regulated trust corporation
Red Sitka Unit Manager, Licensed Financial Advisor and Certified Investment Solicitor. A former OFW with a personal understanding of overseas Filipino families.
Alaina Rae Borillo
Licensed Financial Advisor · Insurance Commission
Certified Investment Solicitor (CIS) · SEC
Certified UITF Sales Personnel (CUSP) · SLIMTC, a BSP-regulated trust corporation
Financial Advisor, bringing a fresh perspective and a commitment to helping more Filipino families prepare for their future.
Our shared values: collaboration, integrity, expertise and passion. Our vision is to build lasting partnerships and inspire confidence through each financial milestone.
PURPOSE BEYOND YOUR OWN PLAN
Help others build a brighter future.
Explore a financial advisory career with the Red Sitka Unit. Get to know the work, training and commitment involved.
YOUR NEXT CHAPTER STARTS HERE
Let’s talk about
what matters to you.
A complimentary first conversation.
A chance to ask questions. A thoughtful next step.
Book a conversation with Rocel
Choose a time for a 30-minute conversation. Opens Calendly in a new tab. Prefer to leave a message? Use the inquiry form.
0917 898 2900
Rocel’s contact number
rocelia.santiago-borillo@sunlife.com.ph
15th Floor, GH Tower
Northwestern Street, Ortigas Avenue
Greenhills, San Juan City
1503 Metro Manila, Philippines
VISIT US IN GREENHILLS
A conversation.
A clearer direction.
Red Sitka – Redwood NBO, Sun Life PH15th Floor, GH Tower
Northwestern Street, Ortigas Avenue
Greenhills, San Juan City
1503 Metro Manila, Philippines
Please arrange your visit in advance.
Get directionsThe map points to GH Tower. Meet us on the 15th floor.