California

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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 Jerry Yu in Los Angeles, CA

Jerry has over 20 years of experience helping clients save income tax, preparing tax-efficient retirement strategies, asset protection, business succession plans, and Wealth Transfer. Jerry is also a member of MDRT Top of Table.

Reign Finacial and Insurance has offices in Los Angeles, San Francisco Bay Area, Seattle, Houston & Dallas, Texas, Raleigh, North Carolina, New York & New Jersey.

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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 Michael Lucey in Petaluma, CA

Michael has been within the Financial Planning industry since 1989. Providing valuable service to individuals and families with core values reflecting a conservative and secure discipline concerning their financial plans throughout this time.

Michael received his Bachelors of Science in Business Administration from San Francisco State University. Also, earning two professional insurance designations within Estate Planning.

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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 Glenn LaBar in San Diego, CA

What started as a simple request from Glenn LaBar’s parents to help them protect their retirement savings became a lifelong career. Today, as a WealthBridge Licensed Agent and Managing Principal, Glenn has assisted over 3,300 clients in identifying their retirement needs, goals, and new priorities of having protected retirement savings and income accounts. His considerable experience and knowledge of retirement savings products provide a wide range of options to individuals and families concerned with securing their hard-earned nest eggs. Because of these efforts, Glenn’s clients have never lost a dollar due to market crashes.

As an independent member/presenter of the Federation of Federal Employee Benefits Advocates (FFEBA), Glenn has educated hundreds of San Diego’s Federal Employees on how to get the most out of their well-deserved benefits.

He is certified by the National Social Security Advisor (NSSA), the premier Social Security advisor education group. Glenn’s extensive knowledge of Social Security benefits has helped hundreds of families maximize their Social Security income with an eye for reducing their tax liabilities.

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Meet Tari Watkins in San Diego, CA

Tari Watkins is a Managing Partner at WealthBridge Insurance Solutions and is a licensed agent. At age 15, Tari went to work at her father’s insurance business in San Diego. There, she found her passion for helping people and acquired an extensive understanding of how insurance is used to keep people financially secure. Tari specializes in insured retirement income planning.

Her approach has always been to educate prospective clients, provide more than one option, and use straightforward language that everyone can understand. It is not unusual for couples to have different points of view on how to invest. Tari’s clients value her ability to listen to their financial viewpoints and find investment solutions that provide them peace of mind.

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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 William Coulter in Modesto, CA

William D. Coulter was born and raised in Richmond, California. He has been in the financial services industry for over fourteen years. His career path has taken him from Mortgage Account Executive, Mortgage Branch Manager, Real Estate Agent, Real Estate Broker, and Life and Annuities Agent.