California - Annuity.com

California

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Meet Matt Moore in Irvine and Sacramento, CA

Matt Moore is the founder and president of Moore Financial Services Group, LLC. Matt has been helping individuals and their families for over 15 years. He believes that communication and interaction with his clients regularly is the key to understanding their financial planning needs and assisting them in realizing their dreams and aspirations.

Matt believes that the nucleus of a successful retirement plan must be a comprehensive, cohesive financial strategy. This strategy must be tailor-made to fit each individual’s unique needs, thus enabling it to meet short- and long-term objectives. Each client is given watchful attention, monitoring their progress and making adjustments as necessary for a changing economic climate.

Meet Edmond G. Brown in San Francisco

As the host of the Safe Money Radio show and a nationwide presenter of safe money concepts, Edmond G. Brown (not the governor) has served as a trusted counselor to individuals, families, and businesses for the past eighteen years in the greater San Francisco Bay Area. He understands that personalized, detailed service is essential to helping you achieve financial security.

“Over the years, I have helped people protect millions of dollars in retirement assets, and not one of those people has ever lost a penny from market downturns. There is something truly wonderful about being able to help people have peace of mind about their financial future.”

“I believe everyone can achieve a secure financial future. Some of us just need a helping hand.”

Meet Dr. Emily Loi in Los Angeles, CA

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.

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Meet Soeren Svendsen in Orange County, CA

Soeren Svendsen is the President of Vision 8 Financial Services, LLC, established within the financial business in 2001. Soeren’s expertise lies in IRA / 401K conversions, and he is educated in all facets of estate planning. His objective is for each client to preserve and grow their retirement estate, regardless of ANY market fluctuation. Soeren has clients ranging from hard-working Americans striving to reach their financial goals for retirement to top executives of Fortune 500 Companies. Soeren is proud to have the opportunity to protect and grow clients’ retirement with absolute security and consider it a privilege to do the same for you.

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Meet Stephen Grossman statewide in California

Stephen began his business soon after graduation from the University of California, Berkeley. He engaged in Business to Business sales and wholesale distribution, founding and operating his own businesses for most of his early career. In 2014 Stephen became licensed in insurance, starting with health insurance and related products.

From health insurance, he began to specialize in Medicare and benefits for the senior market. Quickly discovering that many people he encountered were financially unprepared for the pitfalls of senior healthcare and retirement life. It became his mission to learn as much as possible to help this population avoid the avoidable problems which are encounter. Consequently, Stephen has become an expert in retirement benefits. Currently, specializing in retirement benefits for Municipal employees and small business owners.

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Meet Dion Jayakoddy in Tracy, CA

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.

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Meet Earl Doucette in Moreno Valley, CA

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.