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ABOUT US

"At SJ&P | Wealth Advisory our mission is to empower individuals, businesses, and institutions to pursue their financial goals with confidence and security. We are committed to providing innovative and reliable investment insurance solutions that safeguard our clients' assets, mitigate risks, and foster long-term financial resilience.

Our Vision: We envision a future where every investor, regardless of their experience or financial standing, can navigate the complex landscape of financial markets with peace of mind. Through our comprehensive suite of investment insurance products and services, we strive to create a protective shield that allows our clients to explore new opportunities, build wealth, and achieve their aspirations without fear of unforeseen financial setbacks.

 

Core Values:

  1. Integrity: We uphold the highest ethical standards, ensuring transparency, honesty, and accountability in all our interactions. Our clients can trust us to act in their best interests at all times.

  2. Innovation: We continuously strive to stay ahead of the curve by embracing technological advancements and developing cutting-edge solutions. Our commitment to innovation enables us to provide agile and adaptive insurance products that meet the evolving needs of our clients.

  3. Client-Centric Approach: Our clients are at the heart of everything we do. We are dedicated to understanding their unique financial objectives and tailoring insurance solutions that align with their goals. We prioritize exceptional customer service, providing support and guidance throughout their financial journey.

  4. Risk Management Excellence: We are experts in identifying, analyzing, and managing risks effectively. Our robust risk management strategies ensure that our clients can navigate volatile market conditions with confidence, knowing that their investments are safeguarded against unforeseen events.

  5. Educational Advocacy: We are committed to empowering our clients with knowledge. Through educational initiatives and resources, we aim to enhance financial literacy and empower individuals to make informed investment decisions.

  6. Social Responsibility: As a responsible corporate citizen, we actively contribute to the well-being of the communities we serve. We engage in philanthropic activities and environmental sustainability efforts to make a positive impact beyond our business operations.

Through unwavering dedication to our mission and values, SJ&P Wealth Advisory aspires to be a trusted partner on every financial journey, providing the assurance and protection needed for a prosperous and secure future."

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Certified Wealth Manager- Certified Financial Consultant for corporate finance and Investments, Certified technical market analyst and Universal Licensed Protection Advisor, King San Josè-Santos, RFP, CFC,CTA,FIFC  is all about creating the right solutions for his clients. A fresh and unique approach to creating wealth and solving life problems and challenges.

 

Customize planning in relation to the individuality of each of his clients, whether you are looking for investments in other countries protecting your assets for the next generation, or solving life challenges, you are assured you are in the right hands.

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.

Know more About our Funds
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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.

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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

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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. 

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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

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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.

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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.

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