Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Jesse Cuesta, CLU

Jesse Cuesta, CLU

Stress Free Retirement Planning

Jesse Cuesta, CLU is a financial services professional who is dedicated to protecting the financial future of his clients. With an emphasis on retirement planning, he specializes in setting his clients up for success by providing lifetime income, growth opportunities, and protecting their principal.

Jesse immigrated to the United States from the Philippines after graduating college in 1970. After working as a field auditor in the finance industry, then to selling real estate, he decided his real passion was to provide financial security and peace of mind to pre-retirees and retirees. Since then, he is proud to say not a single client lost a penny during previous and recent market crashes.

Jesse is a member of the Society of Financial Service Professionals, holds a designation of Chartered Life Underwriter (CLU) from the American College of Financial Services, and was a 4-time member of the prestigious Million Dollar Round Table (MDRT).

He is married with three wonderful children.

(CA License # 0591348)

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.