For years, my goal was to become a part of online technology and start-up companies. After university, I achieved that goal but also discovered I wanted to spend more time helping others. Today, that dream has become reality; I get up every morning knowing I will help someone improve their life. I feel truly honored and inspired helping my clients achieve financial security.
I understand the cultures of the 3 countries in which I was raised: the Philippines; Canada and the United States. I attended California State University of The East Bay, earning a bachelor's degree in International Studies, specializing in International Business and Economics. I also obtained two minors in Political Science and Computer Science. After school, I spent a few years in the technology industry where I learned a lot of different skills in sales, marketing, operations, online and tech.
Since becoming a financial professional with New York Life in 2016, my practice has grown in large part due to my clients' successes. My knowledge in financial services and the technology industry—combined with my genuine caring for my clients' financial wellbeing—create a feeling of trust. That is the true foundation for growing a business and understanding the nuance of pay components such as stock options.
Over the years, I've achieved professional accolades that I'm very proud of, including:
Achieved New York Life's Executive Council, a group of the company's top-performing agents1 from 2018 to 2021
Being a member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals® in 2020 – MDRT is a global association whose members are recognized as the best of the best in the life insurance and financial services industry
Featured in the New York Life Women's Market newsletter in 2018 as an up and coming success story
Frequent speaker at professional financial events and webinars and internal peer-to-peer coaching sessions
AARP Certified Agent for help with life insurance, annuities, long-term care options and more
Empowering and supporting women in general, I am a strong proponent of women in business as a female business owner myself.
I hope I can earn your trust as I help you reach your financial goals.
When not helping my clients, living in San Francisco, I enjoy spending time traveling, dining, boxing, SCUBA diving, rock climbing and running.
I am ready to put all my knowledge, skills, passion, and resources to work for you. Let's talk.
1 Council is an annual company recognition program based on agent production from July 1-June 30.