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SUSAN L. DE GUZMAN


2026 Court of the Table
2025 Top of the Table
24 Time Life and Qualifying Member
Honor Roll

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MDRT DESIGNATION

2026 Court of the Table
2025 Top of the Table
24 Time Life and Qualifying Member
5 Time Top of the Table
10 Time Court of The Table
Honor Roll

ACHIEVEMENTS

2017 – 2025 Agent of The Year
Consistent Chairman’s Awardee
Consistent CAO Circle of Champion Gold Elite Qualifier
Consistent President’s Challenge Diamond Elite Qualifier
2025 Pacifican President
International Quality Award
Member of the Most Respected Advisor Community

MEET SUSAN

The Precision of an Accountant. The Heart of a Guardian.

Susan De Guzman, fondly known as Sue or San.

Ask Sue what she enjoys most outside of work, and she’ll tell you it’s the simple things – traveling to new places, sharing laughter with family and friends, and enjoying a relaxing massage with her spouse after a busy week.
These moments may seem ordinary, but to Sue, they’re exactly what make life extraordinary.

And that’s why she’s spent the last 52 years with Sun Life Grepa helping people protect the moments that matter most.

As an Accountant, Sue understands numbers. But more importantly, she understands what those numbers represent.
Behind every savings goal is a dream. Behind every investment is a future. Behind every financial plan is someone working hard to provide for the people they love.

What inspired her to become a Financial Advisor was seeing firsthand how her guidance and solutions positively impacted the lives of her clients.
The confidence, security, and peace of mind they gained became her motivation to continue serving others year after year.

Her dedication and commitment have earned her numerous prestigious recognitions, including MDRT/TOT, MDRT Honor Roll Awardee, International Quality Award (IQA) recipient for more than 30 years, and Consistent Underwriter of the Year for over 10 years.

Yet among all her achievements, the one she treasures most is being honored with the Industry Trail Blazer Award (Life Achiever Award) conferred by PIFAAP – a recognition that reflects not only her professional excellence but also the lasting impact she has made throughout her career.

Sue believes financial planning shouldn’t be complicated – it should feel like having a trusted partner by your side.
And her promise is simple, a responsive support, a trustworthy guidance, and solutions tailored for you.

Because financial planning isn’t just about preparing for the future, it’s about creating the freedom to enjoy life today, with confidence that tomorrow is secure.

For over five decades, that’s exactly what Sue has been helping clients achieve.

CONNECT WITH SUSAN

Stay close. Stay informed.

Build a brighter future with Susan, your trusted partner beyond a lifetime. 
Committed to guiding you through every step of your financial journey, Susan is here to help you plan, protect, and grow what matters most.