Broker Check

37

Professionals

50+

Combined Years of Experience

2

Southern California Offices

We Stay Focused on Market Trends, so You Don't Have To

Welcome to Team Financial Partners

Welcome to Team Financial Partners

Team Financial Partners is an insurance and financial services agency that utilizes a distinct macro-economic process with our clients. This approach helps our clients understand financial concepts and dynamics, which then forms the foundation for a personalized road map that helps balance growth potential with the reduction of risk for their future.

We offer a wide variety of financial products and services to provide these economic strategies for our clients, who include individuals, families, and business owners.

As a general agency with the companies of OneAmerica®, we are proud of our reputation for helping our clients create possibilities in their lives. Our experienced and knowledgeable professionals provide a "hands on" approach to financial guidance.

We keep you focused on where you want to go, guide you on how you can get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals.

Contact us to learn more about our proven approach and see what we can offer to provide clarity about your financial future.


What We Bring to the Table

What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.


What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Beginning Your
Financial Journey

Life is filled with opportunities. Will you be ready?

Building
Wealth

Stay involved. Make sure your money works hard for you.

Protecting
Your Family

Unanticipated events can bring financial hardships. Protect the ones you love.

Retirement
Ready

Strategically prepare for tomorrow, while balancing today’s needs and desires.

Tips and Resources

The latest topics in our library to Inform and Inspire.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn More
The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Learn More
How to Invest in LGBTQ+ Friendly Companies

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Learn More

Leadership Team

Learn How We Can Help You

Schedule a Meeting