Suzette A. Morillo, RFP®, stands as a shining example of professional dedication and achievement in the financial services industry. As a Registered Financial Planner certified by the Registered Financial Planner Institute in the Philippines, she has demonstrated an unwavering commitment to excellence in financial advisory services, combining technical expertise with a client-centered approach that has transformed countless lives.
Her impressive career journey reflects steady growth and remarkable accomplishments across multiple disciplines. Beginning in administrative and operational roles, Suzette honed her organizational and leadership skills before making a pivotal transition into financial services in 2010. This career shift proved transformative, as she quickly established herself as an outstanding financial professional, earning her license to provide life insurance and investment solutions.
Suzette’s exceptional performance has been recognized through numerous prestigious awards, including multiple qualifications for the Million Dollar Round Table (MDRT) from 2013 to 2021. Her achievements reached even greater heights when she attained the Court of the Table (COT) status in 2019 and 2022, followed by the elite Top of the Table (TOT) distinction from 2023 to 2025—honors reserved for only the world’s top financial services professionals.
Her commitment to quality service has been equally impressive, earning her the LIMRA International Quality Award for seven consecutive years from 2019 to 2025, with both gold and platinum distinctions. Further recognition came through the Asian Circle of Excellence (ACE) and The Philippine Life Insurance Advisors Awards (PhilLIAA), where she was consistently honored from 2019 through 2025.
Complementing her professional achievements, Suzette has invested significantly in her personal development, completing specialized training programs in time management, communication competence, and professional skills enhancement. These additional qualifications have contributed to her well-rounded approach to client service and financial planning.
As a Registered Financial Planner, Suzette A. Morillo embodies the highest standards of the profession. Her journey from administrative roles to the pinnacle of financial services demonstrates what can be achieved through dedication, continuous learning, and a genuine commitment to helping clients achieve financial security. With her impressive array of credentials and recognitions, Suzette continues to set the benchmark for excellence in financial planning and advisory services.
When asked, “What motivated you to join the Registered Financial Planner (RFP) program, and how did it influence your approach to financial planning?” Suzette shared,
“RFP is my tool since then, I am able to help my client their journey to their financial foundation. I became their companion in formulating their Financial planning, achievable, realistic and measurable. With my learning with RFP I am confident to reach our common goal with my client to gain clarity for financial direction and PEACE of MIND.”
On the question, “How has becoming an RFP helped you in making better investment and wealth-building decisions?” she explained,
“It helps me identify the potential risk, learn how to diversify, avoid emotional decisions, manage the impact of interest rates and inflation, and the importance of an achievable financial goal.”
When asked, “What’s the most valuable lesson you learned from the RFP program, and how have you applied it in your own financial journey?” she reflected,
“Formulating a Financial Planning Program for my family helps me track the lifestyle we want to be in the future not only for my children but specifically my retirement life, embracing the good life of an empty nester. My journey always started everyday of my life, taking everyday finances better will take you to an effective Future Financial Needs goal achievable.”
Suzette A. Morillo’s journey is a testament to the power of purpose-driven financial planning. Her dedication to lifelong learning, coupled with her unwavering commitment to client success, has not only earned her a place among the industry’s most respected professionals but has also allowed her to make a meaningful impact on the lives she touches. By combining the technical mastery of an RFP with a deeply personal approach to wealth building, she continues to guide individuals and families toward financial clarity, security, and peace of mind—proving that true success in finance is measured not just in numbers, but in the futures made possible.