Veronica Olivares

Owner

With over 20 years in audit, compliance, and risk management, I’ve specialized in navigating complex risks. Now, I bring my expertise to personal finance, helping individuals manage long-term financial risks. My passion is empowering clients to achieve their dreams through tailored financial solutions, grounded in professional experience and excellence.

Maribel Oquendo

Business Partner

Leadership Development in the Financial & Insurance Industry.

Expansion in all 50 states and Puerto Rico!

Yashira Carrasco

Business Partner

In my journey towards strengthening my finances, I have gained profound insights into the financial challenges that many individuals in our community face. As a single mom and former waitress, I know the benefits and peace of mind I now have knowing that my family is financially protected. This is why I am now dedicated to helping our community organize and optimize their finances. Let's work together to achieve your financial goals!

Claudia Salazar

Business Partner

Specialties: Human Resouces Professional, Benefits Administration, Rollover Specialist, Long-Term Care, College Planning, Retirement Planning, Reducing taxes and accumulating wealth.

Join the Team

If you are passionate about making a meaningful impact in our community and seek greater control over your time and schedule, this is the opportunity for you. Join our team and collaborate with one of the industry's fastest-growing organizations.