About Me

Welcome to my About Page! I’m Sarah Songalia, a dedicated Certified Public Accountant and Financial Advisor. My journey in finance began at the University of the Philippines, where I gained the knowledge and skills that have enabled me to make a meaningful impact in the world of financial planning and management.

Since 2011, I’ve had the privilege of serving thousands of individuals, helping them to carefully plan and secure their retirement funds. Additionally, I’ve been honored to play a key role in setting up companies for their succession planning and employee retirement, ensuring that businesses have the necessary foundations in place for a stable and prosperous future.

I take great pride in being a lifetime member of both the Million Dollar Round Table and the General Agents and Managers Association. These memberships reflect my unwavering commitment to upholding the highest standards of professionalism and expertise in the financial advisory industry.

With a passion for empowering individuals and businesses to achieve their financial goals, I am here to offer my wealth of experience, expertise, and unwavering dedication to your financial success. Whether you’re seeking personalized guidance for your retirement fund or comprehensive support in navigating the complexities of financial planning, I am committed to being a trusted partner on your financial journey.

Our Team

Rehaan Whitfield
Chief Executive Officer
Angela Charlton
Chief Planning Officer
Axel Farrow
Account Manager

Address

30th Floor RCBC Tower 2, Ayala Avenue, Makati City

Phone

(632) 7959-9822