About Us
Meet Gabriel Resendez & His Team

What's most important to you?

Together we work to create, build, and protect your Legacy.

My profession holds immense significance in my life, alongside my faith and family. The opportunity to serve others is truly fulfilling, and I approach each day with genuine passion for what I do. Being entrusted with my clients' most important planning goals is both a privilege and a responsibility. Witnessing the positive impact on their lives brings me great satisfaction. Each person's journey presents unique challenges, igniting a continuous process of thought and creativity that I embrace eagerly.

At day's end, I realize that it's not just me making a difference in the lives of my clients; it's they who inspire me. Their stories and life experience keep me humble, grounded, and deeply grateful. I feel honored and blessed to walk alongside them, sharing in their aspirations and achievements.

~Gabriel Resendez

Involved
Community

It's important to our team that we consider how we can give back. When we're not working, many of us volunteer in organizations that are close to our hearts.

Involved
Community

It's important to our team that we consider how we can give back. When we're not working, many of us volunteer in organizations that are close to our hearts.

Involved
Community

It's important to our team that we consider how we can give back. When we're not working, many of us volunteer in organizations that are close to our hearts.

Involved
Community

It's important to our team that we consider how we can give back. When we're not working, many of us volunteer in organizations that are close to our hearts.

Involved
Community

It's important to our team that we consider how we can give back. When we're not working, many of us volunteer in organizations that are close to our hearts.

Balanced
Fun Culture

Just because we take your financial business seriously doesn't mean we don't know how to have fun. 

About
Gabriel Resendez

“My genuine desire is to create opportunities and build sound financial strategies for individuals and families to help them inspire purpose, and bring dreams to life.”

For the last 24 years Gabriel Resendez has served the Southern California region and Chino Hills community by creating simple and sound financial strategies designed to help people thrive in retirement. Gabriel believes that by taking a holistic approach and listening to the needs of his clients he can offer a custom-tailored, efficient, plan that will meet his client’s goals. Reaching goals and protecting his clients legacy is what he does best.

His clients appreciate his diverse offerings and innovative solutions, in particular his investment and retirement income distribution strategies, and how to manage risk and market volatility. He believes the best way to make money is to avoid losing it in the first place.

Gabriel’s dynamic planning process helps clients navigate the risks associated with retirement. His unique and innovative solutions allows clients to maintain the integrity of their written retirement plan. Gabriel understands that life can change unexpectedly so when building a plan he makes sure it is solid yet flexible — imagine, instead of a 30-year plan, 30 one-year plans.

The People Behind the Magic

Amanda Reatiga

Amanda Reatiga

Executive Assistant

Dave Cruz

Dave Cruz

Executive Assistant

9097674155

Hannah Miranda

Hannah Miranda

Executive Assistant

909-767-4155

Lara Dela Cruz

Lara Dela Cruz

Executive Assistant

Tricia Cruz

Tricia Cruz

Executive Assistant

Interested?
Our amazing team is ready assist you.

Contact Us Today