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    Commitment

    Commitment to providing you a solution is our number one priority. When we begin our journey with you, you become part of our family and it is a relationship that we value for the long haul.

    Excellence

    Excellence is the standard we believe greatly in when it comes to serving you and your family. We always strive for this standard even behind the scenes when no-one is watching.

    Integrity

    We serve with the highest level of integrity as trust is a priceless badge of honor that we don't take lightly. Serving others in this capacity is deeply embedded into our company culture.

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    Sharlene Tullao

    Sharlene Tullao

    Sharlene Tullao

    Sharlene Tullao is more than a financial strategist—she is a catalyst for change, helping individuals transform financial uncertainty into opportunities for growth and security. Her journey began in client service and administrative roles, where she developed strong communication and problem-solving skills, learning to build meaningful relationships and navigate complex financial situations.

    Determined to make a difference, she leveraged her understanding and experience in banking, mortgages, insurance, and investments to help clients navigate their finances with confidence. Guided by three core values—empowerment, integrity, and innovation. Sharlene ensures that individuals and families have the knowledge and tools needed to build lasting financial security.

    More than just managing numbers, her mission is to provide guidance and direction so clients can achieve long-term wealth and peace of mind. She takes pride in fostering trust and collaboration, ensuring her clients feel supported every step of the way.

    Beyond finance, Sharlene is deeply committed to her faith, family, and community, believing that both business and life thrive when authenticity and warmth are at the core.

    Her vision extends beyond individual clients—she aims to create a ripple effect of financial empowerment that strengthens entire communities. Sharlene’s advice to aspiring financial professionals is simple yet powerful: “Always seek mentorship, be open to feedback, and never stop learning—because financial success is about more than money, it’s about people.”