About Me
I am outgoing, cheerful and optimistic mom of a two-year old daughter. I love travelling and organizing family trips and events. As a working mom and wife I value my time and keep my schedules organized. I enjoy meeting new friends and colleagues and share the value of Financial Literacy and how it helped me achieve my financial goals.
MY JOURNEY TO FINANCIAL AWARENESS
2019
FINANCIAL UNCERTAINTIES
Mom’s Heart Condition
Just a short background my parents are business people and they weren’t aware of Financial Planning. I was working an average salary with an HMO exclusively to myself. During this time I didn’t know how to help with the hospital bills since I only have a few savings on my account. This experience opened my eyes on how important it is to have insurance and protection coverage.
2020
Seeking life insurance
College friend approached me
On the early 2020 prior pandemic I was approached by a friend if he could share the coverage and benefits of insurance. I immediately said yes and scheduled an appointment with him. Within that day I signed up my first policy, I immediately knew how this could help me and my family against financial burden.
In this year I also joined the mission of spreading financial awareness and literacy to help families secure their future. But pandemic happened and everything went on lockdown.
2021
LICENSING and CODING
Finally a licensed Financial Advisor
After waiting for almost a year, it was finally my time to insure and protect my clients and their families. I passed the licensure exams and was coded immediately. With the goal and mission on top of my mind I was able to hit “Rookie High Flyers Club” a prestigious award given to top performing financial advisors.
2024
DIGITALIZATION
Rebranding and Improvements
4 years since I’ve started this mission, a lot has changed. The Digital Market is growing and as a progressive person. This is the year I take a step to expand my audience and reach more people to spread financial literacy and awareness.
This is my story and I hope I can be part of yours too.
Touching lives and Securing your family’s future.
Skills & Proficiencies
Communications
This skill helped me share the value of Financial Planning to my clients
Project Management
My ability to multi-task and focus on my clients need and assistance
Public Speaking
I was able to conduct financial seminar to groups and companies.
Financial Planning
Helped my clients adjust and manage their budgets to achieve their financial goals
RECOGNITIONS
AWARDS
Rookie High Flyers Club
Rookie High Flyers' Club is the prestigous award given to Top 5% Rookie Financial Consultant Nationwide.
Pru Life UK Bronze Token
Given to all dedicated and active servicing agents of Pru Life UK
Life Club Circle Pro Award
Life Club is a recognition by Prudential Corporation Asia’s (PCA). This recognizes Financial Consultant who consistently provide adequate protection and investment program to their clients in the Asia-Pacific region.
“I want to be insured but my mom is doubtful about it, could you explain it to me and help me with the next steps?”
“Yehey! I’m finally insured, thank you so much Pao for the help”
Ms. Customer Service Rep. 23 yo
INSURED WORTH 3 MIllion
“I’ve been wanting to insure my husband ever since because he’s the sole provider of our family. Finally I’ve convinced him to get one after our financial planning and discussion.”
“Insured na rin sa wakas! Next naman si baby”
Mrs. BusinessMOM 28 yo
INSURED WORTH 2.5MILLION
Connect with me
Paola Gomez- Tagaña
plukapaolagomez@gmail.com
fb.com/paolasecuringlives
Let’s keep in touch!
connect with Me
