Catherine Perez-Mendoza
5-Time Triple A Manager Awardee • Consistent Medallion Qualifier
Helping Filipino families build financial security, protect what matters most, and prepare for life's important milestones through personalized financial planning.
Over the years, Catherine has had the privilege of serving more than 1,200 clients and helping lead a growing team of over 70 financial advisors committed to making a positive impact on Filipino families.
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11+
Years with Sun Life
1,200+
Clients Served
70+
Financial Advisors Led
MDRT
Member
5-Time
Triple A Manager Awardee
Medallion
Consistent Qualifier
About Catherine
Catherine Perez-Mendoza is a Sales Manager and Financial Advisor with over a decade of experience helping individuals, families, and business owners make informed financial decisions.
As an MDRT Member, 5-Time Triple A Manager Awardee, and Consistent Medallion Qualifier, she is committed to delivering exceptional service, trusted advice, and long-term client care.
Throughout her career, Catherine has helped more than 1,200 clients work toward their financial goals while mentoring and supporting a growing team of over 70 financial advisors.
Together with her husband, Joel Mendoza, she shares a passion for helping Filipino families achieve greater financial confidence and peace of mind.
Family-Centered Values
As a wife, mother, and financial professional, Catherine understands the importance of protecting the people we love and preparing for the future.
Her approach to financial planning is rooted in genuine care, integrity, and a commitment to helping families build lasting security for generations to come.
Let's Start a Conversation
Whether you have questions about life insurance, retirement planning, savings, or protecting your family's future, I'd be happy to help.
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