About Sarah Songalia
About Sarah
Meet Sarah Songalia, CPA — Financial Advisor in the Philippines
With over two decades of experience in accounting, taxation, and financial advisory, Sarah Songalia helps Filipino families and business owners protect their wealth, plan for retirement, and build estate and succession plans that keep their legacy intact for the next generation. As a Certified Management Consultant, she also coaches and advises the owners and senior leaders who run those businesses — helping them think clearly and lead through growth, succession, and change. Today she also serves as President of CodeCraft Technologies, Program Director of the Entrepreneurs Accounting Academy (EAA), Managing Partner of Saavedra Songalia & Associates, and the 2026 President of CPA4S — and is an MDRT Lifetime Member and an FWN Global 100 awardee.
She is a Certified Public Accountant (CPA), Certified Management Consultant (CMC), Chartered Trust and Estate Planner (CTEP®), Registered Financial Consultant (RFC), and Fellow Chartered Financial Practitioner (FChFP) — credentials that combine institutional-grade financial rigor with a personal, relationship-first approach to estate planning Philippines families can trust.
A Foundation of Institutional Excellence
Sarah’s career spans institutional auditing, corporate advisory, and national leadership in the accounting profession.
SGV & Co. Alumna
Forging a foundation of world-class auditing and financial integrity.
Managing Partner, SSA
Driving operational efficiency and succession at Saavedra Songalia & Associates.
President, CPA4S
Leading the Philippine accounting profession toward a Green Economy.
Recognition & Affiliations
MAP & FINEX Member
Engaging with the leaders shaping the country’s financial future.
Program Director, EAA
Directing the programs and financial-literacy curriculum of the Entrepreneurs Accounting Academy (EAA).
MDRT® Life Member
Recognized among the top 1% of financial professionals globally.
FWN Global 100™
Honored as one of the 100 Most Influential Filipina Women in the World (2014).
National Leadership
Leading the National ESG Movement
As the current (2026) President of the Association of Champion Partners Advocates for Sustainability (CPA4S), Sarah is at the forefront of the UN 2030 Agenda in the Philippines. She leads a multidisciplinary alliance of CEOs, CFOs, and professionals dedicated to integrating ESG excellence into the heart of Philippine business — redefining “CPA” as Champions, Partners, and Advocates for a resilient future.
Key impact areas under her leadership:
- Circular Economy: Engineering zero-waste business models.
- Green Tax & Incentives: Navigating the fiscal benefits of sustainability.
- Climate & Net Zero: Strategic roadmapping for corporate decarbonization.
“True stewardship is the intersection of profit and purpose. My mission is to ensure that your wealth and your business are not just protected for today, but positioned to thrive in the sustainable economy of tomorrow. We don’t just report value; we create it.”
— Sarah Songalia, CPA
Four Perspectives in One Advisor
Most advisors see your situation through a single lens. Sarah brings four — which is why families and business owners trust her with decisions that touch tax, law, business, and legacy all at once.
The CPA Perspective
She understands tax, accounting, internal controls, and the realities of running a business — so your plan works on paper and in practice.
The Estate Planning Perspective
As a CTEP®-certified estate planner, she helps families protect their assets, preserve liquidity, and pass on a legacy without confusion or conflict.
The Business Owner Perspective
Having built and led companies herself, she understands succession, governance, and key-person risk from the inside — not just the textbook.
The Educator Perspective
As a program director and curriculum developer, she explains complex financial topics in plain language, so you decide with clarity and confidence.
Begin Your Legacy Dialogue
High-level financial engineering is built on a foundation of trust and forensic detail. Whether you are optimizing your wealth management strategy, architecting a multi-generational succession plan, or securing your retirement, Sarah Songalia provides the institutional rigor and personal oversight your legacy deserves.
Frequently Asked Questions
Sarah brings four perspectives to every engagement — CPA, estate planner, business owner, and educator — so your plan is technically sound, legally protective, and practical to run. You work directly with her, not a junior associate.
She is a CPA, CMC (Certified Management Consultant), CTEP® (Chartered Trust and Estate Planner), RFC (Registered Financial Consultant), and FChFP, and an MDRT Lifetime Member — an SGV & Co. alumna with over two decades in accounting, tax, and financial advisory.
Filipino families protecting their wealth and legacy, business owners planning succession and governance, and executives preparing for retirement — as well as companies and organizations that book her for speaking and financial education.
She is Managing Partner of Saavedra Songalia & Associates, President of CodeCraft Technologies, Program Director of the Entrepreneurs Accounting Academy, and the 2026 President of CPA4S, leading the Philippine ESG movement.
Begin with a confidential consultation. Whether you need estate, retirement, succession, or corporate advisory, Sarah will help you clarify your situation and map the right next step.
