Meet these new-gen professionals with alter egos of financial advisors

MANILA, Philippines — Millennials and Gen Zs are experts in not settling for anything less in terms of work. So, it’s not uncommon to see them continuously looking for the perfect job to fit their lifestyle, purpose, financial needs and time.

If it means juggling a full-time job with lots of part-time gigs, and if it still enables them to get enough sleep hours per day, then it’s probably “G” for them.

Philstar.com interviewed three young professionals—Matthew, a public servant; Jemimah, an educator; and Kristel, a soon-to-be aviator—who show this tenacity among the young generation today. Be it for profit, passion, purpose or play, they all have become a financial advisor to help them pursue their chosen professions while living a brighter life.

Here are some takeaways from our interview.

Matthew Isaiah Masindo is a 33-year-old public servant who is also a Sun Life advisor. His journey as an advisor began in May 2021, which was driven by a desire to provide his parents with a better life. Growing up with modest means, Matthew wished for a future free from financial constraints.

With a thirst for knowledge in financial management, Matthew applies the same financial advice he imparts to his clients to his own life. He wants to help brighten the futures of countless Filipinos through financial literacy and security.

So, how does he manage his dual roles?

“The strategy that I recommend is time blocking. You need to dedicate a specific time for each task at hand. Since I work at the airport from 4 a.m. to 1 p.m., I do my Sun Life business from 2 p.m. until 6 p.m. every day, except on Sunday. You need to make sure that all your important tasks are finished before 1 p.m. so you can focus on your part-time gig,” he shares.

Kristel Joyce Pagay, 21, is a consistent Dean’s Lister who is taking up BS Aviation Major in Airline Operations Management.

Having a passion for empowerment, Kristel joined Sun Life as a part-time financial advisor despite the demands of college and organizational responsibilities.

Through effective time management and a focus on building meaningful connections, Kristel embraces being a student and financial advisor with enthusiasm and resilience.

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