Our Agency

We are a full-service financial agency committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. 

We believe you will be better able to identify your goals, and make sound decisions, by our providing sound financial information to you.


Please call me if you have any questions about our agency, or the range of financial products/services that we provide and review.

  • Investment Advisory Services
  • Financial Planning
  • Fixed /Variable Annuities
  • Traditional IRA's (401k rollovers)
  • Roth IRA's
  • SEP IRA's,
  • 401(k) Plans, 403(b) plan reviews
  • Deferred Compensation Plans (457)
  • DROP review
  • Self-Directed Brokerage Accounts (SDBA) 
  • Disability Insurance (DI)
  • Long Term Care (LTC)
  • Life Insurance
  • College Savings 529 Plans
  • DST - (1031 Exchanges)

In Addition, our agency has a relationship with a variety of financial service companies.

Please call Javier Valenzuela for analysis and portfolio review at 626.872.2377.