Jezreel SannadanFinancial Wealth Planner

About Jez

Clarity before commitment.

My mission is simple: to help you protect what matters and build the life you’re working for.

I believe financial protection is about freedom, not fear. My role is to give you clarity, show your options, and walk with you every step of the way.

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Jezreel Sannadan, Financial Wealth Planner, at his desk

Jezreel John Sannadan, RMEE, FWP, AFC

Financial Wealth Planner · Mt. Carmel – Tabor Insurance Agency · Baguio City

My story

Hi, I’m Jez.

I don’t believe financial planning should feel intimidating or complicated. My job is to help you understand your options, identify what deserves attention, and make decisions that fit your life.

My journey

Operations Engineer by profession.
Financial Advocate by passion.

I never expected life insurance to become my calling. But God had other plans.

Finishing my studies and topping the board exam was only possible because of my father's life insurance claim. Years later, in 2024, when we lost my aunt to cancer, an FWD Life Insurance claim carried our family through our darkest hours.

I’ve experienced firsthand how proper financial planning preserves a family’s dreams and future — even when everything else is uncertain. Helping protect your family is my mission.

Jezreel John Sannadan, RMEE, FWP, AFC
Financial Wealth Planner · Mt. Carmel – Tabor Insurance Agency
FWD Insurance Philippines

Jezreel in conversation with a client across a desk

My promise to you

I’ll give you honest advice, clear explanations, and options that truly make sense for you. No pressure. Just clarity.

— Jez

How I work

A planner who’s after your best interest.

Freedom, not fear.

A plan isn't there to make you dwell on what could go wrong. It's there so that if something does, the life you're building keeps going.

Clarity before commitment.

You should understand exactly what you'd be buying, and why, before anyone asks you to buy anything.

Your situation, not a template.

A recommendation is only good if it fits your actual income, family and goals — which is why the conversation starts with your numbers, not a brochure.

Literacy first.

Informed people make better decisions — with or without me. That's why I teach financial literacy to companies and communities, not just to clients.

Credentials

Qualified to help — and happy to show you.

Where there’s a document behind a credential, you can see it.

  • Licensed Insurance Professional
  • Registered Mechanical EngineerPRC Board Topnotcher — Mechanical Engineering
  • Associate Financial Coach®Associate Financial Coach® certification
  • FWD Elite Agency CircleElite Copper Awardee
  • Financial Literacy AdvocateFinancial literacy talks and workshops
  • Elite Management Associate

Affiliations

Affiliations: Insurance Commission Philippines, FWD, Security Bank, Aurora Financial Partners, and Tabor General Agency, a member of Mt. Carmel District

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