Sharlene Tullao’s journey into the financial services industry is as inspiring as it is transformative. After migrating to the United States from the Philippines as a young girl, Sharlene faced significant life challenges that forced her to mature quickly. These experiences instilled a strong sense of resilience and a desire to help others avoid the financial struggles her family endured. Today, Sharlene is a trusted financial expert, empowering families to take control of their financial futures and create lasting legacies.
Sharlene’s early career in client service and administrative roles equipped her with invaluable skills in communication and problem-solving. Despite her shy nature, she learned how to build relationships and navigate challenging situations. “Overcoming my shyness was pivotal,” Sharlene recalls. “Those roles gave me confidence and the ability to connect with people on a deeper level.”
Her family’s financial hardships became a turning point, motivating her to understand how money works and how to use it effectively. “I realized people often don’t plan financially because they don’t know how,” she explains. “My mission is to provide the tools and guidance they need to build wealth and security.”
Her family’s financial struggles became a defining moment, fueling her determination to understand money — how it works and how to make it work for others. “I realized that many people don’t plan financially, not just because they don’t know how, but because they lack the right guidance and support,” she explains. “My mission is to equip them with the knowledge, tools, and direction they need to build lasting wealth and security. Think of me as the navigator — they’re in the driver’s seat, and I’m here to help them reach their destination with confidence.”
In 2020, Sharlene began her entrepreneurial journey, bringing her wealth of experience in banking, mortgage, insurance, and investments to her own financial services business. She attributes her success to three core values: empowering clients, operating with integrity, and continuously innovating. “It’s not just about finances,” she says. “It’s about giving people peace of mind, showing them a brighter future, and ensuring their families are protected.”
Sharlene’s impact is evident in the lives of her clients. Many have found financial stability and a renewed sense of confidence thanks to her guidance. Her commitment to fostering long-term relationships is rooted in her belief that trust and collaboration are key to success. “Hearing clients say I’ve made a difference in their lives is my greatest reward,” she says.
Her vision for the future is ambitious yet grounded in service. Sharlene aims to build a business that not only helps families retire with dignity but also creates a ripple effect of financial empowerment across communities. “I want my business to be a beacon of hope, inspiring others to realize they can change their circumstances and achieve their dreams.”
Outside of work, Sharlene finds fulfillment in her family, faith, and community. She is an active church leader, supporting initiatives for married couples and children. Her passion for design and creating warm, inviting spaces mirrors her approach to business, always striving for improvement and a personal touch. “In business, just like in life, people are drawn to what feels authentic and welcoming.”
Sharlene’s advice to aspiring financial professionals is simple yet profound: “Be open to mentorship, always seek feedback, and continuously learn. This industry is about more than numbers — it’s about people.”
Looking ahead, Sharlene envisions a thriving, multi-million-dollar business that not only achieves financial success but also makes a meaningful impact. Her ultimate goal? To leave a legacy of empowered individuals, stronger families, and confident communities.
Sharlene Tullao is more than a financial strategist; she’s a catalyst for change, turning financial uncertainty into opportunities for growth and prosperity.
