DFMG
Agents
With locations in: Brea, CA- El Centro, CA-
Fullerton, CA-Laguna Hills, CA-Moreno Valley, CA-
Orange, CA-Pomona, CA-Visalia, CA-Santa Anna, CA-
West Hills, CA-Studio City, CA- Los Angeles, CA-
Sherman Oaks, CA- Carrolton, TX- Sugarland, TX-
Hayden, ID- Post Falls, ID-Coeur D Alene, ID
President ~ Diversified Financial Management Group
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Life Agent License #: 0C71300
I am a licensed real estate broker in California since 1998, and decided to develop my career in the financial industry. My mission is to help you to find suitable financial vehicles to assist you in achieving your dreams and goals. I am specializing in retirement planning, estate planning, tax deferred savings (401K,IRAs), tax advantages savings (municipal bonds, Roth IRA) , life insurance, long term care, and 529 plan. I have experience in advising seniors and baby boomers. Medicare and supplemental medical insurance planning are very important when you become 65 of age. As an associate of Diversified Financial Management Group, I have trained and developed the knowledge to help you reach your financial goals. I speak fluent Japanese.
Independent Financial Planner
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Specializing in insurance related products, annuities, 401k clients. long term care indexed insurance policies, as well as indexed annuities.
Registered Representative. Securities and Investment advise offered through Capital Financial Services, Inc. Broker/Dealer Investment Advisor. Member of FINRA/SIPC
“We are committed to provide financial education to the community to achieve financial independence and stability; through wealth accumulation, growth and protection.”
RAFAEL GARCIA
24881 GEORGIA SUE
LAGUNA HILLS, CA 92653
(949) 295-9197
(949) 690-1958
(949) 743-8339 Fax
Check the background of this investment professional on FINRA’s BrokerCheck
Specializing in insurance related products, annuities, 401k clients. long term care indexed insurance policies, as well as indexed annuities.
“I want to be able to show the younger generations how to invest and plan right so they can take advantage of the time they have. I was not given this opportunity and have made it a mission of mine to help one family at a time!!!
