I have been working with small to mid-size companies, helping with their financials, training employees on their proprietary financial software since 1997. In 2004, one of my clients, The Western Province of the Society of Jesus, a 501-C that spanned 5 states, needed group health insurance. I decided to acquire my California insurance license and helped them navigate the health insurance industry, by customizing and tailoring health plans to their needs. I began working with the fixed indexed annuity industry around 2006, working with one of the top marketing firms for insurance, at that time. I am appointed with 27 plus insurance carriers, ranging from health, life, and annuities.

Dr. Emily Loi is the founder and president of Wealth Creation Insurance Services, Inc. She is an accomplished asset and retirement protection specialist. Her background is unique and different from most other financial professionals. Dr. Loi is a physician awarded her Doctor of Medicine (M.D.) degree from the AUC School of Medicine in 2002. In 1996 she received her bachelor’s degree from the University of California Los Angeles (UCLA). During her practice, Dr. Loi continued to seek knowledge in different fields due to her inquisitive nature, and ultimately her internal calling led her into the financial industry. Dr. Loi takes pride in being a member of the Financial Planning Association, and she aims to transform lives through the power of proper financial planning. Her goals are to empower everyone to create wealth, attain financial freedom, generate lifetime income, protect their assets, and build wealth for future generations. With these goals in mind, Dr. Loi founded Wealth Creation Insurance Services, Inc.

“Throughout my career I have helped hundreds of families and business owners create strategic plans that identify personal and business goals. I make it my priority to deliver beyond my client’s expectations by helping them strategize the best solutions based on their needs.” Roy Snarr My dedication and passion has enabled me to build a successful and recognized business and to become a part of the most pristine association of financial professionals, the Million Dollar Round Table (MDRT). An international organization consisting of the top 1% of licensed financial professionals. As a part of my ever-growing financial education I serve as a local Board member for the Society of Financial Services Professionals (FSP). I hold an LACP designation; Life and Annuity Certified Professional.

Edmond G. Brown (not the governor) has served as a trusted counselor to individuals, families and businesses for over 20 years in the greater San Francisco Bay Area. He understands that personalized, detail oriented service is essential to helping you achieve financial security.