MISSION
WE ARE YOUR PARTNERS FOR LIFE
We empower Filipino professionals and business owners to achieve their financial aspirations through:
- Tailored, purpose-driven financial strategies
- Professional, expert advice
- Innovative, simplified solutions
- Continuous education and dedicated support
Our aim is to create a lasting impact, fostering generational wealth through our expertise and long-term partnerships with our clients.
VISION
Inspiring Confidence in Every Financial Milestone
- To be the trusted financial advisor of choice in the Philippines
- To build enduring partnerships, guiding clients toward financial success with personalized advice and open communication
- To uphold core values: Collaboration, Integrity, Expertise, and Passion
- To help every client achieve their financial dreams and leave a lasting legacy
Rocel Santiago Borillo
Your Financial Advisor for Life
Empowering Your Financial Journey, One strategic Step at a Time
With over 29 years of experience as a financial advisor, I’ve dedicated my career to empowering professionals and business owners like you to take control of your financial destinies. My personalized approach and unwavering commitment ensure we craft strategies that align your finances with your life’s goals.
My mission is to simplify financial planning, transforming complex concepts into clear, actionable steps. This approach empowers you to make informed decisions with confidence. Whether you aim to build generational wealth, secure a comfortable retirement, or reach other financial milestones, I’m here as your dedicated guide and partner.
Industry Awards, Certifications, and Memberships
Our commitment to excellence in financial planning and wealth management is reflected in the numerous awards, certifications, and memberships we’ve earned throughout our careers. These accolades highlight our expertise, dedication to continuous learning, and adherence to the highest industry standards.
MDRT (Million Dollar Round Table)
The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of the world’s leading life insurance and financial services professionals. MDRT membership is internationally recognized as the standard of excellence in the life insurance and financial services industry. An individual becomes an MDRT Qualifying and Life (QL) member upon approval for their 10th year of membership.
LIMRA International Quality Award (IQA™)
LIMRA established the IQA in 1960 to promote quality selling in the life insurance profession worldwide. Since then, it has become one of the most prestigious awards in the industry — used by 80 companies in over 30 different countries.
Registered Financial Consultant (RFC®)
The Registered Financial Consultant (RFC®) is a professional designation awarded by the IARFC to financial consultants who meet high standards of education, experience, and ethics.
Registered Estate Planner (REP®)
The Registered Estate Planner (REP®) is a professional designation awarded by the IARFCPh to financial consultants who meet high standards of education, experience, and ethics.
Certified Wealth Planner (CWP®)*
The Certified Wealth Planner (CWP®) is a professional designation awarded by the Wealth Management Center for Communications and Research Inc. to financial advisors with the knowledge and skills to competently guide clients in crafting holistic and comprehensive plans across three key areas of wealth management: wealth creation, wealth protection, and wealth conservation.
Certified Estate Planner, Philippines (CEPP®)*
The Certified Estate Planner, Philippines (CEPP®) is a professional designation awarded by the Wealth Management Center for Communications and Research, Inc. It is highly regarded in wealth management circles as the standard of practice, competence, and excellence for professionals whose mandate centers primarily on the orderly transfer and succession of intergenerational wealth.
SLF Macaulay Club
The Macaulay Club is comprised of Sun Life’s top-performing financial advisors who have been helping Filipinos secure a brighter life for themselves and their loved ones.
SLF Producer's League
The Producer’s League is a key component of Sun Life Philippines’ culture, setting high performance standards and motivating financial advisors to excel in their roles. This recognition program honors the top-performing financial advisors within the organization. It serves as a platform to celebrate those who have demonstrated exceptional sales performance and a strong commitment to helping clients achieve their financial goals.
*The Insurance Institute for Asia & Pacific (IIAP) considers these designations hallmarks of competence in wealth management and financial planning.
Join us on this journey to financial success
We go beyond numbers, partnering with you to understand your unique values and aspirations.
Our Approach:
- Empowering professionals and business owners with purpose-driven solutions
- Crafting straightforward, accessible financial strategies
- Continuously adapting your plan as life evolves
- Offering not just planning, but a dedicated partnership
- Equipping you with the knowledge for confident decision-making
"Tita Rocel is THE BEST Financial Advisor. We are lucky to have her...
And always grateful for your invaluable help!!!!! 🥰"
Dr Erin & Baby Anya
Multi-Generational Client Relationships
Embark on a Personalized Financial Journey with Us.
Secure Your Present, Fulfill Your Future.
We’re more than advisors;
we’re partners in building a life aligned with your dreams and values
We are LICENSED, CERTIFIED, and REGISTERED
We are licensed financial advisors under the Insurance Commission (IC), authorized to offer life insurance and investment products with Sun Life Philippines.
We are also registered with the Securities and Exchange Commission (SEC) as Certified Investment Solicitors (CIS) under Sun Life Philippines.
Our licensing and certifications reflect our dedication to providing expert, ethical financial guidance. We uphold the highest standards of professional conduct and continuously update our knowledge to serve you better.
Meet Your Family & Partners for Life
Imagine embarking on a journey with a family dedicated to empowering others and securing their financial futures.
Your Advisor for Life!
Rocel Santiago Borillo, IARFC
A 29-year Sun Life veteran, Rocel's dedication, expertise, and unwavering commitment to excellence make her a true star within the Sun Life family. She’s a Registered Financial Planner & Estate Planner (IARFC) and a Certified Wealth & Estate Planner in the Philippines (CWP). Rocel has earned numerous awards, including 17 International Quality Awards-Platinum and 15 MDRT Qualifying & Life Member achievements.
Red Sitka Unit Manager
Arron Borillo
With over 27 years of international expertise and 8 years at Sun Life, Arron is a Certified Investment Solicitor and Triple A Field Manager. His deep connection to the Filipino community, shaped by his own experiences as an OFW, drives his advocacy for their financial security. His accolades include the President’s Month Platinum Medallion and International Quality Awards - Gold.
Serves with Genuine Care
Alaina Rae Borillo
A fresh graduate with a passion for financial empowerment, Alaina brings a youthful perspective to the team. Balancing advocacy work with law school preparations, she exemplifies both personal growth and a desire to help others.
Why Rocel Santiago Borillo?
Experience you can trust, guidance you can feel
We empower professionals and business owners like you to take control of your financial well-being. We understand that everyone’s goals and circumstances are unique, which is why we offer tailor-made financial solutions designed to turn your vision of financial freedom into reality.
Beyond the Stats:
We go beyond numbers, partnering with you to understand your values, lifestyle, and aspirations. Our goal is to align your finances with your life’s ambitions, ensuring every financial decision supports what’s truly important to you.
Creating Your Strategy:
Together, we’ll develop a simple, easy-to-implement strategy that meets your needs. Our mission is to make financial planning straightforward, removing complexity and making it easy for you to stay engaged with your financial journey.
Adaptive Planning:
Life is ever-changing, and so is your financial strategy. We promise continuous adaptation of your financial plan, ensuring it evolves with your life’s milestones and challenges. Whether you’re celebrating a new addition to the family, planning a career change, or navigating unforeseen hurdles, we’ll be there to adjust your plan.
Empowering You:
With Rocel, you gain more than a financial advisor; you gain a partner for life committed to your financial success. We equip you with the knowledge and insights necessary to make informed decisions, navigating the complexities of finance with confidence.
Your Financial Journey:
Engaging with Rocel means embarking on a financial journey tailored to your life’s purpose. It’s about creating a financial foundation that not only secures your present but also paves the way for a fulfilling future. We promise a partnership that values you as an individual, dedicated to achieving your personal and financial aspirations.
We’re more than financial advisors; we’re your #PartnersInLife, committed to building a life aligned with your values and dreams. Let’s work together to create a financial plan as unique as you are, ensuring your financial well-being and freedom.
