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Your partner in building financial confidence and security
Building Financial Security Through Education, Strategy, and Protection
Helping individuals, families, and business owners make smarter financial decisions through financial literacy, protection planning, and long-term strategies for life, business, and legacy.
About Willison So Yu
More Than Financial Planning — Building Confidence for the Future
My mission is simple: to help every person I serve understand their finances, protect what matters most, and build a legacy that endures beyond their lifetime.
Willison So Yu is a Financial and Life Insurance Professional with over 16 years of experience helping individuals, families, and business owners navigate complex financial decisions with clarity, purpose, and protection. Based in the Philippines, he has built a reputation as a trusted advisor, passionate educator, and credible industry leader.
At the heart of his practice is a deep advocacy for financial literacy — the belief that every person deserves access to practical, honest financial education. Whether working one-on-one with a client planning for retirement, advising a business owner on continuity strategies, or speaking before hundreds at a corporate seminar, Willison brings the same commitment: make financial concepts understandable, actionable, and genuinely life-changing.
His approach is not transactional — it is relational. He takes time to understand each client's goals, fears, and aspirations before crafting a strategy. The result is a practice built on long-term trust, intelligent planning, and meaningful impact.

Over 16 years of dedicated service across personal planning, business protection, financial education, and advisor development throughout the Philippines.
Services
Services Designed Around Protection, Growth, and Legacy
A comprehensive suite of financial services crafted to protect what you have built, grow what you have earned, and leave a meaningful legacy for the people who matter most.
Personal Financial Planning
  • Life Insurance
  • Income Protection
  • Health Protection
  • Retirement Planning
  • Education Funding
Business Protection Strategies
  • Business Continuity Planning
  • Key Person Protection
  • Reserve Planning Concepts
  • Succession Planning
  • Executive Protection
Financial Literacy & Education
  • Financial Literacy Talks
  • Corporate Seminars
  • School Workshops
  • Personal Finance Education
  • Community Advocacy
Advisor Development & Mentorship
  • Recruitment
  • Coaching
  • Training Systems
  • Professional Development
Credentials
Credentials, Leadership & Professional Recognition
A career defined by continuous learning, rigorous professional standards, and recognized leadership across the Asia Pacific financial services community.
Professional Designations
Each designation represents a commitment to the highest standards of financial planning knowledge, ethical practice, and client service excellence.
RFP Philippines
Registered Financial Planner — The gold standard of financial planning credentials in the Philippines, recognizing mastery of comprehensive financial planning principles and practice.
FChFP — APFinSA
Fellow Chartered Financial Practitioner — Asia Pacific Financial Services Association. Financial advisers who have achieved the international certification possess the financial planning skills fundamental to the delivery of quality financial advice..
CTEP — AAFM
Chartered Trust and Estate Planner — American Academy of Financial Management. Recognizing expertise in estate planning, trust structures, and wealth transfer strategies.
CWP & CEPP — WMC
Certified Wealth Planner and Certified Estate Planner of the Philippines — Wealth Management Center for Communications and Research Inc. Dual designations affirming advanced competence in wealth management and estate planning for Filipino clients.
Industry Recognition
The Million Dollar Round Table (MDRT) is the premier association of the world's leading life insurance and financial services professionals. Qualification requires exceptional client service, ethical conduct, and outstanding production results.
12x
MDRT Qualifier
Million Dollar Round Table Qualifying and Life Member — one of the most prestigious distinctions in the global insurance industry.
2x
Court of the Table
Court of the Table Qualifier — awarded to professionals who achieve production at three times the MDRT standard.
Leadership & Advocacy
Beyond client service, Willison has served the financial services industry at the highest leadership levels — shaping policy, fostering community, and elevating the profession in the Philippines and across the region.
1
2020
National President — Life Underwriters Association of the Philippines (LUAP). Led the national body representing life insurance professionals across the Philippines during a pivotal year for the industry.
2
2022–2024
Country Chair — MDRT Membership Communications Committee Philippines. Championed member engagement, communications strategy, and the growth of MDRT's presence and culture across the country.
Financial Insights
Featured Financial Insights
Financial concepts become more meaningful when explained through practical stories, relatable ideas, and real-life applications. These are perspectives designed to shift thinking and inspire smarter decisions.
The Reserve Tank
Every vehicle has a reserve — a backup that keeps you moving when the main supply runs out. Your finances need one too. This concept explores why emergency funds and income protection aren't luxuries — they are lifelines that keep your life moving when the unexpected strikes.
The Golden Parachute
A well-designed financial plan ensures that even in a sudden free fall — job loss, disability, critical illness — you land safely. Discover how layered protection strategies create the financial parachute that gives you the confidence to take calculated risks and live fully.
The Legacy Bridge
A legacy is not simply what you leave behind — it is the bridge you build for those who come after you. Explore how thoughtful estate planning, life insurance, and succession strategies create a lasting connection between your life's work and the future of your family.
The Tree You Plant
The best time to plant a tree was twenty years ago. The second-best time is today. This reflection on long-term thinking examines why early, consistent financial action — no matter how small — compounds into extraordinary outcomes for retirement, education, and wealth building.
Testimonials
Trusted by Individuals, Families, and Business Owners
Real relationships built on clarity, trust, and results. Here is what clients share about working with Willison So Yu.
"What began as a request to assist a friend became a long-term relationship built on trust.
Willison gives impartial recommendations that truly fit our needs and purpose. He helped protect our employees against accidental and future critical illness, manage a retirement plan for them, and secure income protection for our family.
He is very patient in his explanations, provides balanced and thoughtful advice, and consistently goes the extra mile to meet a client's needs."
— Business Owner and Mother, Metro Manila
"What can I say except that Willison is a cut above the rest. He is not a salesman, he is an honest adviser who believes in the products he is handling."
— Retired Mother, Metro Manila
"What makes Willison different is that he's never about the sell. He takes the time to help you understand why things matter and always points you towards the right decision. He proactively reaches out to educate me and my team, and most importantly, he genuinely cares about his clients. And that's what sets the best advisors apart."
— IT C-Suite Executive, Metro Manila
Speaking & Advocacy
Promoting Financial Literacy Beyond the Numbers
Willison So Yu believes that financial literacy is not a privilege — it is a right. For over a decade, he has taken financial education beyond the boardroom and into communities, schools, corporations, and organizations across the Philippines. His talks are known for being engaging, deeply practical, and genuinely transformative.
Whether addressing a room of corporate executives, fresh graduates, small business owners, or community members, Willison brings the same energy: make finance simple, make it relevant, and make it stick. His sessions go beyond theory — they invite audiences to see their financial lives in a new light and take meaningful action.
Keynote Speaking
Engaging, story-driven keynotes for corporate events, industry conferences, and leadership summits.
School & University Workshops
Financial literacy programs designed to equip young Filipinos with the foundations of money management and smart decision-making.
Community Advocacy
Grassroots financial education initiatives that reach families and communities who need it most.
Speaking Topics
Available for corporate seminars, industry conferences, school programs, government forums, and community events. Each talk is customized for the audience and delivered with clarity, passion, and purpose.
The Financially Prepared Filipino
A foundation talk on personal finance, protection, and long-term financial preparedness for everyday Filipinos.
Business Protection & Succession
Strategic insights for business owners on protecting their enterprise, planning for continuity, and securing their legacy.
The Life Insurance Mindset
Reframing how audiences think about life insurance — from reluctant purchase to purposeful financial cornerstone.
Legacy Planning & Estate Essentials
A practical introduction to wills, trusts, estate planning, and how to leave behind more than money.
Free Resource
Build a Stronger Financial Future
Download a free financial guide and receive thoughtful financial insights, practical strategies, and educational resources delivered directly to your inbox. No sales pressure. No jargon. Just clear, honest financial wisdom designed to help you make better decisions — at every stage of life.
Join a growing community of individuals, families, and business owners who are taking their financial futures seriously. Whether you are just beginning your financial journey or refining a strategy already in motion, there is always something valuable to learn.
Practical financial planning frameworks you can apply immediately
Monthly insights on protection, growth, and legacy strategies
Exclusive access to financial literacy resources and guides
Start Your Financial Journey
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Why Financial Education Matters
The gap between financial security and financial vulnerability is often not income — it is knowledge. Willison So Yu has dedicated his career to closing that gap.
16+
Years of Experience
Over sixteen years serving individuals, families, and businesses across the Philippines with expertise and integrity.
12x
MDRT Qualifier
Twelve-time Million Dollar Round Table qualifier — a global benchmark of excellence in financial services.
5
Professional Designations
Five specialized credentials spanning financial planning, estate planning, wealth management, and trust services.
1000s
Lives Impacted
Thousands of individuals and families across the Philippines reached through advisory services and financial literacy programs.
The Approach
A Philosophy Built on Clarity, Not Complexity
Great financial planning is not about complexity — it is about clarity. Willison's approach follows a simple but powerful framework that every client experiences from the first conversation.
Every client relationship begins with deep listening and ends with a strategy that genuinely reflects their life, values, and aspirations. This is not cookie-cutter planning — it is purposeful, personalized guidance.
Contact
Let's Build Your Financial Future Together
Whether you are exploring your options for the first time or ready to refine an existing strategy, Willison So Yu is ready to have a meaningful conversation. Reach out and take the first step toward a more protected, purposeful financial life.
Get in Touch
📱 Mobile: +63 917 536 0188
🔗 LinkedIn: linkedin.com/in/willisonyu
📘 Facebook: facebook.com/willison.yu
Available for consultations, speaking engagements, corporate seminars, and advisor mentorship inquiries. Response within one business day.
Send a Message
Introduce yourself, share your financial goals or questions, and Willison will personally respond with clarity and care. There is no obligation — only a genuine conversation about your financial future.
Confidential & Private
All conversations are handled with the utmost discretion and professional confidentiality.
Flexible Scheduling
In-person, virtual, and telephone consultations available to accommodate your schedule and preferences.
No Pressure, No Obligation
Every initial conversation is educational first. The goal is always your clarity and confidence, not a sale.
Prepare Today. Stay Strong Tomorrow.
Financial security is not built in a single moment — it is built decision by decision, conversation by conversation, year by year. The most important step is always the next one. Take it today.
Protect
Safeguard what matters most with the right coverage, structures, and protection strategies in place.
Grow
Build wealth intelligently through disciplined savings, strategic investment, and long-term planning.
Leave a Legacy
Create a lasting impact for your family, your community, and the generations that follow you.
Willison So Yu | Financial & Life Insurance Professional | RFP | FChFP | CTEP | CWP | CEPP
12-Time MDRT Qualifying and Life Member · 2020 LUAP National President · Philippines