- Agency license CA LIC# 0M10241
- Options from several insurance carriers
We work with carriers like
What clients say
“Four years ago, Clara helped me purchase my life insurance and my mother's, and José helped me set up my trust. I am so grateful to both of them for their help in protecting my family and putting my affairs in order.”
Chio H.Google review, October 2026 (translated from Spanish) “Excellent experience. Clara helped us obtain mortgage protection insurance and set up our Living Trust in a clear and professional manner. She explained everything very patiently, and now we have peace of mind knowing that our home and family are protected.”
Juan H.Google review, August 2026 (translated from Spanish) “Clara helped me with my mom's and dad's life insurance policies, as well as their funeral arrangements. Everything was explained with great patience, professionalism, and clarity. She made me feel very calm and secure throughout the entire process.”
Claudia S.Google review, May 2026 (translated from Spanish) “It was a pleasure working with Jose and Clara. … I'm so glad that I reached out to them for help. They educated me about life insurance and I'm very grateful.”
Daniel M.Google review, May 2026 “They really take the time to educate and care for their clients, not just sell services. From life insurance and annuities to living trusts and brokerage services, they offer everything in one place and make the process feel simple and trustworthy.”
Vanessa R.Google review, May 2026
How working with Clara works
Reach out
Send the form, call, or book a time on my calendar. Tell me a little about what you want to protect or plan for.
Talk it through
We go over your goals, budget and timeline, and I answer your questions in plain language.
Choose what fits
Compare your options side by side and decide at your own pace.
Questions before we talk
What happens after I send the form?
I'll reach out using the phone number or email you give me to set up a time to talk.
What should I have ready for our first conversation?
Just a rough idea of your goals. If you have current life insurance policies or retirement account statements, keep them handy so we can review them together.
Am I limited to one insurance company?
No. I'm part of the CPIS Financial team, and we can compare options from several insurance carriers to find coverage that fits your needs and budget.
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