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Agnes Dizon-Cuaso, CWP, CEPP

Agnes Dizon-Cuaso, CWP, CEPP

Financial Advisor

Followers of Agnes Dizon-Cuaso, CWP, CEPP239 followers
location of Agnes Dizon-Cuaso, CWP, CEPPMetro Manila, National Capital Region, Philippines

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  • Timeline

  • About me

    Sales Manager at Sun Life Financial

  • Education

    • St. Paul University

      -
      Bachelor of Arts - BA Communication Arts

  • Experience

    • Sun Life Asset Management Company Inc.

      Jun 2010 - now
      Financial Advisor

    • Sun Life of Canada (Phils.), Inc.

      Aug 2012 - Jul 2017
      Unit Manager

    • Sun Life Financial

      Aug 2017 - now
      Sales Manager

  • Licenses & Certifications

    • Fellow, Chartered Financial Practitioner (FChFP)

      Asia Pacific Financial Services Association (APFinSA)
      Nov 2015

    • MRA Sun Coach

      Sun Life Financial
      May 2018

    • Certified Estate Planner, Phils. (CEPP)

      Wealth Management Center for Communications and Research Inc.
      Mar 2021

    • Certified Wealth Planner, Phils. (CWP)

      Wealth Management Center for Communications and Research Inc.
      Mar 2021

    • Chartered Trust and Estate Planner

      American Academy of Financial Management (AAFM)
      Jul 2015

  • Honors & Awards

    • Awarded to Agnes Dizon-Cuaso, CWP, CEPP
      International Management Award (IMA) Bronze General Agents and Managers Association (GAMA) International 2018
    • Awarded to Agnes Dizon-Cuaso, CWP, CEPP
      Frontline Leader Award (FLA) Silver General Agents and Managers Association (GAMA) International 2017
    • Awarded to Agnes Dizon-Cuaso, CWP, CEPP
      Frontline Leader Award (FLA) Silver General Agents and Managers Association (GAMA) International 2016
    • Awarded to Agnes Dizon-Cuaso, CWP, CEPP
      Most Respected Agency : Inspiring Sun Life Financial 2016 Awarded as one of Sun Life's MRA Inspiring Heroes for her leadership in Financial Literacy Advocacy Programs.
    • Awarded to Agnes Dizon-Cuaso, CWP, CEPP
      Frontline Leader Award (FLA) Bronze General Agents and Managers Association (GAMA) International 2015
    • Awarded to Agnes Dizon-Cuaso, CWP, CEPP
      Frontline Leader Award (FLA) Bronze General Agents and Managers Association (GAMA) International 2014
    • Awarded to Agnes Dizon-Cuaso, CWP, CEPP
      Million Dollar Round Table (MDRT) MDRT 2014