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Luis Zapata has been serving and assisting Southern California families with all of their retirement and insurance needs since 1993. He strives to be a valuable advisor to each client by introducing them to new concepts, strategies and products utilizing his years of expertise in the financial arena and abundant amount of resources that are always at the ready. As an independent agent representing a vast number of companies, Luis gives careful consideration to a client’s financial needs, wants and goals with the core objective to preserve, protect, guarantee and grow their wealth and future income.
Luis takes a simple, but very unique approach in arriving at his recommendations by first focusing on all the areas a client might be losing money unknowingly and unnecessarily and fortifying their financial house and then selecting those companies and products with the best fit for their financial objective. His vision is to provide you with the clarity, balance and confidence to optimize your assets and put the path to your financial freedom in focus.
"I really believe that my ability to take concepts and put them into understandable, effective strategies for my clients is my greatest benefit."