- Agency license CA LIC# 0M10241
- Options from several insurance carriers
We work with carriers like
How working with Rocio 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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