Catherine Perez-Mendoza, MDRT
Sales Manager • MDRT Member • 5-Time Triple A Managers Awardee
For more than 11 years, Catherine has been helping Filipino families build financial security, protect what matters most, and prepare for life's important milestones through personalized financial planning.
As a consistent Medallion Qualifier and Sales Manager, she is committed to providing professional guidance, long-term client care, and trusted financial solutions tailored to every family's needs.
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11+
Years with Sun Life
MDRT
Million Dollar Round Table Member
5-Time
Triple A Managers Awardee
Consistent
Medallion Qualifier
About Catherine
Catherine Perez-Mendoza is a dedicated financial professional and Sales Manager with over a decade of experience helping individuals, families, and business owners make informed financial decisions.
Her commitment to service excellence has earned her recognition as an MDRT Member, 5-Time Triple A Managers Awardee, and Consistent Medallion Qualifier.
She believes that financial planning is not simply about products—it is about helping families achieve security, confidence, and peace of mind for the future.
How I Can Help
Professional guidance tailored to your financial goals.
Life Insurance Planning
Protection strategies designed around your family's needs.
Family Protection
Helping safeguard your loved ones against life's uncertainties.
Education Planning
Preparing for your children's future through strategic planning.
Retirement Planning
Building a roadmap toward long-term financial independence.
Savings & Wealth Accumulation
Creating disciplined strategies for financial growth.
Legacy Planning
Helping preserve and transfer wealth across generations.
A Personal Message
Financial planning is not just about numbers. It is about protecting dreams, securing futures, and helping families enjoy greater peace of mind.
My goal is to guide every client with honesty, professionalism, and genuine care so they can make confident financial decisions for themselves and their loved ones.
If you have questions about financial planning, life insurance, retirement preparation, or wealth accumulation, feel free to send me a message through Facebook. I would be happy to connect with you.
Let's Start a Conversation
Have questions about protecting your family, growing your savings, preparing for retirement, or achieving your financial goals?
Send me a message on Facebook Messenger and I'll personally respond as soon as possible.
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