Rachel Anne See, Financial Advisor, Sun Life Philippines

Rachel Anne See, Financial Advisor, Sun Life Philippines Hi, I'm Rachel, an architect by profession and a Sun Life unit manager and financial advisor.

Hassle free consultation and assistance for the following financial services:

Money Management | Retirement Planning | Education Planning | Health Insurance | Life Insurance | Investment-linked Insurance | Mutual Fund Investments | Wealth Transfer Insurance has played a huge part of my life when my dad suddenly passed away several years ago, leaving my mom and I clueless on how to go on. Without

my dad's insurance, I couldn't imagine what our lives would have been. For the past 7 years, I have been with Sun Life where I share my personal journey and educate people about personal finance and money management. I help young professionals manage their finances, raise awareness on their financial risks and strategize action plans to create, protect, preserve and maximize their hard-earned money. And now as a unit manager, I train and supervise new advisors to be a better version of themselves in life and in the financial industry.

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3f Ace Building Rada Street
Makati

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My Story

Hi, I'm Rachel, an architect by profession and a Sun Life financial advisor by heart. It was in 2014 that I came into this noble career through a coincidence. I designed the condo unit of a client who was actually a Sun Life manager. Her offer was an opportunity for me to share my personal investment journey to others, especially to those younger than me.

I relate to most young professionals who strive to maximize their money’s worth so as not to be a burden to their parents. You see, I’m an only child and my father passed away 6 years ago. Luckily, my father was also a Sun Life policy holder. And for that, I’m proud to say that I am a living proof that Sun Life does not disappoint its clients. Sun Life helped my mom and I cope with the financial burden that we encountered during my father’s loss. I could not imagine what could have happened without my father’s life insurance.

And for this, I want to help you and your family to also be able to dodge this financial burden. At the same time, your future self will surely thank you for taking this first step to be financially prepared. Let me share this personal journey with you and hopefully, I’ll to talk to you soon!