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About Us


We are a team of independent, passionate, experienced, licensed, and dedicated professionals. Our mission is to educate and inform our customers while providing them with “life-changing” products unique to their individual needs, lifestyle and family plan.


Our Clients Represent


San Jose Unified School District

Lawrence Livermore Lab

Sandia National Laboratories

California Teachers Association

East Side Union High School District

Santa Clara Unified School District

State Teachers Retirement System

Amalgamated Transit Union

E&J Gallo Winery

Elk Grove Unified School District

California Public Employees' Retirement System

California School Employee Association

Stockton Schools Police Department

Catholic Charities of the East Bay

Salvation Army / Silvercrest Residences

Alameda County Sheriff's Department

Elk Grove Unified School District

Seneca Foods

Blue Diamond Almond

Mercy Hospital

and many more...

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