Our Services
Retirement Planning
- Financial Planning
- Retirement Planning
- College Planning
- Social Security Advisory
- Small Business Sponsor Planning
- 401K, IRAs, Calsavers Advisory
Insurance Services
- Life Insurance
- Annuities
- Medicare
- Health Insurance
- Long-Term Care (LTC)
- Disability Insurance (STD & LTD)
- Small Group Business Insurance
The Best Solutions for Our Clients
Our Professional Team
With over 14 years of experience, Carlos and Bertha Uriarte have dedicated their lives to helping families and businesses achieve financial success. Built on integrity, trust, and wholehearted care, we are committed to your financial future.
Bertha Uriarte
Carlos Uriarte
Contact Us
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Carlos: 562-387-6038
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Bertha: 562-386-3858