Powered by Insular life | Pioneer | Oona Insurance
ABOUT US
At SJ&P | Wealth Advisory, our mission is to empower individuals and institutions to confidently pursue their financial goals through innovative investment insurance solutions that protect assets and promote resilience.
Our Vision: We envision a future where all investors can navigate financial markets with ease. Our comprehensive investment insurance products create a protective barrier, enabling clients to seize opportunities and achieve their dreams without fear of setbacks.
Core Values
Integrity: We uphold the highest ethical standards, ensuring transparency and accountability in all interactions. -
Innovation: We embrace technological advancements to provide flexible insurance that meets our clients' evolving needs. -
Client-Centric Approach: Our clients are central to our mission, and we customize solutions to align with their financial objectives while prioritizing exceptional service.
Risk Management Excellence: Our expertise ensures clients navigate market volatility confidently, knowing their investments are safeguarded. - Educational Advocacy: We empower clients through educational initiatives that enhance financial literacy for informed decisions.
Social Responsibility: We positively impact our communities through philanthropy and sustainability efforts. Through our mission and values, SJ&P Wealth Advisory seeks to be a trusted partner in every financial journey, providing essential assurance and protection for a secure future.
King San José-Santos, RFP, CFC, CTA, FIFC, is a distinguished Wealth Manager celebrated for his customized strategies. He is a dependable authority in the realms of investment and assets.
Chief Financial Planner | Licensed and Certified Personal & Corporate Finance
FINANCIAL SOLUTIONS INTERESTS
Sustainable Financial Management
Discover a wide range of financial solutions for you and your business.
Fund Management | JP Morgan & Blackrock
Get exclusive access to our International fund management group. Know more about JP Morgan and BlackRock. Discover how they can help you reach your financial objectives.
Business Review and Due Diligence
Helping clients identify the right opportunities and help find your risk in your new or old business ventures.
OUR APPROACH TO YOUR LIFE.
The groundwork starts when you start telling your story. This allows us to understand and determine what you really need in life and maximize your chances of success in your terms.
Join thousands of clients we helped and watch your wealth grow faster.
" The service is very unique as they tackle all issues in life . It made our lives much easier to manage. Simply a happy life"
- Rochelle Val Degro, Los Angeles California
Our Partners
Oona, formerly MAPFRE Insurance is a non-life insurance company offering general insurance for optimum financial protection and risk management. Founded in 1934, Oona Insurance today ranks among the top ten in the non-life insurance industry in terms of earned premiums, net premiums written, and assets.
The Insular Life Assurance Company, Ltd. is a mutual life insurance company in the Philippines. Established on November 25, 1910 in Manila, it is the first Filipino life insurance company. The company offers individual and group life, health, and retirement insurance plans
The Bank distinguishes itself through superior technology, unique branch sales and service culture, and centralized backroom operations. UnionBank’s superior technology allows delivery of online, real time business solutions to meet the customers’ changing and diverse needs through innovative and customized cash management products and service offerings. The Bank’s unique branch culture ensures efficient and quality service as well as mitigates operational risk. Its centralized operations enables the Bank to provide responsive, scalable, and secure transaction processing.
The group’s flagship company Pioneer Insurance & Surety Corporation was established in 1954. In 2021, it counted gross premiums written of almost Php 11.5 billion. Backed by equity of some Php 17.8 billion and assets of around Php 43.4 billion, Pioneer’s market leadership is highlighted by its strong position across all non-life insurance lines, including property, marine, motor, and aviation. A non-life subsidiary focusing on non-traditional insurance packages, Pioneer Intercontinental Insurance Corporation, was established in 1966.
Our Unique DesignApproach
We make sure we turn your dreams into reality. We create different and unique approaches that helps you prepare uncertain scenarios in your life and your business.
Plan
Proper Planning not only gives you or your business organization and order, it also saves you money.
Strategy
A strategic approach helps you determine the right execution with high efficiency and less waste in resources. This allows you to grow further along the way.
Result
We make sure that we deliver above satisfactory results and outcomes for your personal portfolio and business.