Protect what matters.
Plan for the life you deserve.
Personalized financial planning to help you secure your family’s future
with life insurance, health coverage, and investments.
Meet Roanne Perez
Your Trusted Sun Life Financial Advisor
As a licensed Sun Life Financial Advisor, I help Filipinos like you protect what matters most. Whether you’re a parent, breadwinner, or young professional starting out, I’ll guide you in making smart decisions about life insurance, health coverage, and future investments — no pressure, just honest help.
I believe that financial planning doesn’t have to feel intimidating or overwhelming. It starts with a real conversation, one that’s grounded in trust, clarity, and your personal goals.
Let’s work together to create a plan that fits your life, not the other way around.
Tailored Solutions
for Every Life Stage
No matter where you are in life — starting your first job, growing your family, or preparing for retirement — your financial needs are unique. I offer personalized insurance and investment solutions designed to match your goals, lifestyle, and budget, so you can move forward with confidence at every stage.
Life Insurance
Plans
Secure your family’s future with a life insurance plan that provides financial protection when it matters most. It’s peace of mind knowing your loved ones can stay on track, even if life takes an unexpected turn.
Health and Critical Illness Plans
Medical emergencies can happen to anyone, anytime. With the right health and critical illness coverage, you get a financial safety net that helps cover treatment costs, so you can focus on recovery, not expenses.
Investment-Linked Plans
Build your wealth while staying protected. These flexible plans let you invest for long-term goals like your child’s education or your dream retirement, all while ensuring you have life insurance coverage along the way.
Guiding You with
Heart and Purpose
Every family’s future deserves thoughtful care. At Yellow Umbrella, I don’t just offer insurance. I offer peace of mind, one honest conversation at a time.
Whether you’re protecting your child’s future, your retirement, or your peace of mind today — every step matters. That’s why I’m here to help you make decisions that align with your life, your values, and your goals.
Protect what matters. Plan for the life you deserve. Because real security doesn’t come from guesswork. It comes from a plan that understands your needs, your goals, and the people you love most.
– Roanne, Yellow Umbrella
Why Clients Choose
Yellow Umbrella
Financial planning isn’t one-size-fits-all and it shouldn’t feel intimidating.
At Yellow Umbrella, every client is treated with care, understanding, and respect. Whether you’re starting from zero or already exploring your options, you’ll get the kind of support that feels human, not transactional.
One-on-One Personalized Guidance
You’re not just filling out forms, you’re having real conversations. I take the time to understand your goals, concerns, and lifestyle so we can build a financial plan that truly fits you.
Simple Explanations, No Jargons
Financial terms can be confusing, so I break things down in a way that makes sense. You’ll always know exactly what you’re signing up for and why it matters.
No Judgment, Just Support
Whatever your background or current situation, you’ll be met with empathy. I’m here to guide, not to pressure, because everyone deserves a fresh start and a plan that works for them.
Sun Life-Backed Financial Plans
You get the best of both worlds: personal support from me, and the stability and reliability of Sun Life. Every solution is backed by one of the country’s most trusted financial institutions.
What My Clients Say
Curious what it’s like to work with me? Here’s what some of my clients have shared about their experience. These are real stories from real people who took the first step toward securing their future. 💛
Let’s Talk About Your Future
I’d love to help you get started with the right plan. Book a free, no-obligation consultation and let’s take the first step together.