Street Address:
1032 Irvine Blvd
Tustin, CA 92780-3527
Mailing Address:
1032 Irvine Blvd
Tustin, CA 92780-3527
Landmark:
Corner of Irvine and Newport across from Walgreens
Phone Numbers:
Phone: (714) 544-3779
Fax: (714) 544-6730
Office Hours:
Mon-Thurs 9:00am to 5:30pm
Friday 9:00am to 5:00pm
After Hours by Appointment
License: 0A88911
My background and achievements
- California State University/Business
- Tustin Rotary Club
- Youth Sports Coach
- Married with Three Children
- President's Club Qualifier
- Chairman's Circle Qualifier
- National Quality Award
- Legion of Honor/Bronze Tablet/Silver Scroll Qualifier
- National Sales Achievement Award
- Society of Financial Service Professionals
- Million Dollar Round Table Member
- We Speak Spanish
Meet the team
- Leticia Serrato - Office Associate - Lic# 0C69343
- Alisha Dewberry - Customer Service Representative - Lic# 0H05751
To help our clients identify their goals, help them plan to meet those goals and protect them from unexpected events which may not allow them to complete their goals for the future. Our vision is to be the first choice for our customers when they think of any financial or insurance service needs. We are here to help our customers deal with any insurance or financial issues they may come across.
Driving Directions
Email Me
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