The Millennial Financial Planner

The Millennial Financial Planner CERTIFIED PUBLIC ACCOUNTANT
CSPE,CB,CLSSWB,CLSSYB
Sun Life Financial Advisor ๐Ÿ’›
Manager Candidate (MC)

Most people think insurance is something they'll only benefit from when the worst happens... but what if insurance could...
01/08/2026

Most people think insurance is something they'll only benefit from when the worst happens... but what if insurance could do more than simply protect you? โ˜€๏ธ

With Sun Life Secure Income, you can enjoy guaranteed lifetime insurance protection and 6% yearly payouts for life*!

Talk to a Sun Life Advisor to know more.




Note: Actual terms and conditions of the insurance policy apply. *Annual payout is based on the plan's Face Amount and given starting the end of the 6th policy year until age 100.

Passive income for life? Yes, please! ๐Ÿ™Œ๐Ÿ’ฐSecuring your future doesn't mean you can't live your best life today. With Sun ...
08/06/2026

Passive income for life? Yes, please! ๐Ÿ™Œ๐Ÿ’ฐ

Securing your future doesn't mean you can't live your best life today. With Sun Life Secure Income, you receive a guaranteed 6% payout every single year for life (starting at the end of your 6th policy year!).

๐Ÿ”‘ How would you use your 6%?

Fund your dream condo's down payment? ๐Ÿข

Travel the world? โœˆ๏ธ

Reinvest for even more growth? ๐Ÿ“ˆ

The choice is yours. Stop just savingโ€”start building a lifelong income stream. Let's talk about leveling up your financial game!

Let's set up a quick chat:
๐Ÿ‘ค Ram-Jarvish Gumbi
๐Ÿ“ž 0997 072 3958
๐Ÿ“ง [email protected]

Building a life together means protecting the dreams you share. ๐Ÿงฑโœจ From your first home to everyday peace of mind, Iโ€™m h...
07/06/2026

Building a life together means protecting the dreams you share. ๐Ÿงฑโœจ

From your first home to everyday peace of mind, Iโ€™m honored to walk this journey with you as your partner for life.

Ready to secure your family's future? Let's chat today! ๐Ÿ’ฌ๐Ÿ‘‡

Ram-Jarvish S. Gumbi, CPA, CB, CSPE, CLLSYB, CUSP
๐Ÿ“ž 0997 072 3958

๐˜๐จ๐ฎ๐ซ ๐ก๐š๐ซ๐-๐ž๐š๐ซ๐ง๐ž๐ ๐ฆ๐จ๐ง๐ž๐ฒ ๐๐ž๐ฌ๐ž๐ซ๐ฏ๐ž๐ฌ ๐š ๐ฉ๐ซ๐จ๐Ÿ๐ž๐ฌ๐ฌ๐ข๐จ๐ง๐š๐ฅ ๐ญ๐จ๐ฎ๐œ๐ก. โ˜€๏ธ๐Ÿ’ผBeyond my practice as a CPA, I am also a certified CUSP for Sun...
03/04/2026

๐˜๐จ๐ฎ๐ซ ๐ก๐š๐ซ๐-๐ž๐š๐ซ๐ง๐ž๐ ๐ฆ๐จ๐ง๐ž๐ฒ ๐๐ž๐ฌ๐ž๐ซ๐ฏ๐ž๐ฌ ๐š ๐ฉ๐ซ๐จ๐Ÿ๐ž๐ฌ๐ฌ๐ข๐จ๐ง๐š๐ฅ ๐ญ๐จ๐ฎ๐œ๐ก. โ˜€๏ธ๐Ÿ’ผ

Beyond my practice as a CPA, I am also a certified CUSP for Sun Life (SLIMTC).
My goal is to bridge the gap between earning and growing your wealth.

Iโ€™m currently looking for clients who want to take their investments to the next level through UITFs. With the backing of Sun Lifeโ€™s trust corporation and my commitment to financial integrity, your future is in good hands.

Ready to see the Sun Life difference? Let's talk! โ˜•๏ธ

Even with the increased responsibilities of being a Manager at the firm, my commitment to securing futures never takes a...
28/03/2026

Even with the increased responsibilities of being a Manager at the firm, my commitment to securing futures never takes a backseat. This week was a reminder that distance and a busy schedule are no match for a mission-driven heart.

Iโ€™m incredibly honored to welcome two new clients to the 1 Million Club:

๐Ÿ“ ๐€๐ง ๐‡๐‘ ๐๐ซ๐จ๐Ÿ๐ž๐ฌ๐ฌ๐ข๐จ๐ง๐š๐ฅ ๐Ÿ๐ซ๐จ๐ฆ ๐Œ๐š๐ค๐š๐ญ๐ข
๐Ÿ“ ๐€๐ง ๐€๐œ๐œ๐จ๐ฎ๐ง๐ญ๐š๐ง๐ญ ๐Ÿ๐ซ๐จ๐ฆ ๐ˆ๐ฌ๐š๐›๐ž๐ฅ๐š

Two different industries, two different locations, but one shared goal: peace of mind. Thank you for trusting me to be your partner in this journey!

Coming home to Reina Mercedes always feels special, but today was even more meaningful as I officially delivered a Sun L...
15/01/2026

Coming home to Reina Mercedes always feels special, but today was even more meaningful as I officially delivered a Sun Life policy to one of our townโ€™s own professionals! โ˜€๏ธ

A huge thank you to my client, a dedicated accountant at Equity Machineries, Inc., for trusting me with her financial journey. As someone who works with numbers every day, she knows the value of long-term planning and making every cent count.

Itโ€™s an honor to help a fellow local secure her future. Cheers to your journey toward financial freedom! ๐Ÿฅ‚โœจ

When a CPA handles your finances, you know every decimal point is in place. But when a CPA chooses to secure their own f...
15/01/2026

When a CPA handles your finances, you know every decimal point is in place. But when a CPA chooses to secure their own future with a Sun Life policy, you know itโ€™s a truly sound investment! ๐Ÿ“Šโœจ

A huge thank you to my client from Providers Inc. for the trust. As someone who lives and breathes numbers, she understands that financial security isn't just about what you earn todayโ€”itโ€™s about what you protect for tomorrow.

It was a pleasure delivering your policy today. Hereโ€™s to a future thatโ€™s perfectly balanced! ๐Ÿฅ‚โ˜€๏ธ

Before you decide on a VUL plan, itโ€™s important to understand how it really works.A VUL offers life protection with the ...
01/12/2025

Before you decide on a VUL plan, itโ€™s important to understand how it really works.

A VUL offers life protection with the added flexibility of an investment componentโ€”but managing expectations matters. Knowing what it can and canโ€™t do empowers you to make wiser, long-term financial decisions.

Here are 5 things worth knowing about VUL so you can make the most out of your coverage and its investment feature.

โœจ Need guidance for your VUL policy? Talk to your Sun Life Advisor today or visit our VUL 101 to learn more: https://sunlife.co/sl-vul-101

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2/F ACE Bldg. , 101 Rada Street Legaspi Village
Makati
1229

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