Meet some of our agents

A licensed professional specializing in life insurance and annuities, is a dynamic entrepreneur with a passion for financial services. Motivated and driven, he has successfully built a thriving business, amassing over 600 clients even before turning 18 yrs of age. Aidan is dedicated to sharing his knowledge, focusing on empowering young individuals to excel in the financial services sector. With a wealth of experience, he aspires to establish a formidable financial services organization, showcasing his expertise and commitment to excellence..

Temecula, CA

Meet Manny and Jenny Ruiz, a devoted family of seven driven by faith and a strong sense of family values. With a background in banking, Manny brings financial expertise, while Jenny's role as a Senior Auditor adds a keen analytical perspective. Passionate about creating a life of time freedom and unlimited income potential, they are diligently working on their entrepreneurial venture. Rooted in their community, their mission is to impart sound financial advice, positively impacting the lives of those around them. 

Escondido, CA

Jessica Sandoval is a dedicated single mother of two, including a child with special needs. With a passion for empowering families to achieve financial stability, she focuses on guiding them through essential financial planning steps. Jessica is particularly committed to assisting special needs families in accessing crucial services such as ABLE accounts, life insurance, and Will planning. With a vision to expand her impact, she is actively building a proficient team to establish an office in her beloved home state of Colorado.

Pueblo, CO

Meet Mario Bernache, a dedicated fully licensed agent and devoted single father to two wonderful girls. Currently serving as a sales manager at a leading phone carrier, Mario is resolutely committed to delivering financial education within his community. With a clear vision for his future, he aspires to shift his career entirely into financial services in the next 12-18 months, with the ultimate goal of establishing his own agency to better serve his community's financial needs.

San Diego, CA

Stephanie Cervantes is a dedicated single mother of two with a passion for empowering families, particularly in her Latino community. With a focus on financial education, she's helping families with debt elimination, life insurance protection, and retirement planning. Her vision extends beyond personal success; she's focused on building a team to establish an office in her hometown. Stephanie intends to provide opportunities for mothers to generate income from the comfort of their homes.

Bakersfield, CA

Adolfo and Grace Zacarias are a dynamic family of five who thrive on togetherness and building relationships . With a decade of experience in financial services, Adolfo is not only a licensed expert but also a passionate advocate for financial literacy, dedicated to educating and empowering his community. Grace, a devoted full-time mom, exemplifies the perfect blend of parenthood and entrepreneurship, wholeheartedly supporting Adolfo in their shared business venture. Their vision is to impact thousands of families by providing financial literacy, while simultaneously building a family business. The Zacarias family embodies the essence of balancing family, business, and making a meaningful impact.

San Marcos, CA

Gilberto Cardenas is a bilingual, fully licensed investment advisor with a unique blend of skills. His dedication to financially educating his community is fueled by his background as a Master Mechanic. While currently working part-time in our office, he is resolutely focused on transitioning into a full-time career in investment advising. Married and a father of two, Gilberto is driven by the desire to build a prosperous business that secures a successful future for his family.

Murrieta, CA

Chris and Karina Villarreal are devoted parents to two wonderful boys, grounded in the values of faith and family. Chris serves as an acquisition manager at a local Ford dealership, bringing his expertise to the automotive industry. Meanwhile, Karina dedicates her time as a full-time teacher's aide, nurturing young minds. Their shared passion lies in financial education, and in the next 12 months, they aim to transition into financial services full-time. With a commitment to their community's financial well-being, the Villarreals aspire to provide knowledge and guidance to all.

Moreno Valley, CA