Meet The Team
Enrique Zepeda
President
At one point I became my biggest client, from there I felt I was obligated to create a crusade to provide financial literacy to as many households in America In order to find their finanacial independence.
Manuel Jimenez
Director of Sales
Marina Del Rey/ Culver City
In this ever-changing economic climate, being financially savvy is no longer a luxury, it's a necessity. I am proud to be the bridge between my clients and the financial information that can make a lasting impact in their lives.
Victor Perez
Sales Agent
Los Angeles/Bellflower
My mission and statement is to help out families on how to be financially Savvy is order to build on their short and long term financial goals.
Peter Zepeda
Sales Agent
Long Beach
My goal as a financial professional is to assist families and individuals to meet their short term, intermediate term, and long term financial goals. This is all done through the means of education and having the right knowledge to make a wise financial decision that will pay dividends in the future
Victoria Cardenas
Sales Agent
Los Angeles
My goal is to help hard working individuals become financially independent by setting up a retirement plan that allows them to maintain their lifestyle upon retirement.
Lillian Thompson
Sales Agent
Pasadena
My goal is to help Deaf individuals become financially literate so they can effectively plan for their future.
