On 1/14/24 we were on TV, "Spot on the Money" with Rick Miller Channel 13 KCOP LA
We are excited to share our exclusive TV segment that aired Sunday 1/14/24 on KCOP 13 in Los Angeles! Our very own Rick Miller is featured in a special TV spot that unveils key insights and strategies to help you achieve your financial goals.
Here's a sneak peek of what you can expect in the TV spot:
1. Expert Advice: Rick Miller, with years of experience in the financial industry, will provide expert advice on navigating the complexities of today's financial landscape.
2. Proven Strategies: Discover proven strategies to optimize your retirement, manage your assets wisely, and secure your financial future.
3. Success Stories: Hear inspiring success stories from individuals who have implemented Rick's recommendations and witnessed remarkable results.
"Spot on the Money" with Rick Miller - Channel 13 KCOP LA
"Spot on the Money" with Rick Miller - Channel 13 KCOP LA
Client Story
Disappearing Pensions
Holistic Advisor
Latest News
March
Quiz Winner
Maria Ream
from Alhambra, CA
Congrats on winning your $50 gift card to your favorite restaurant!
April
Client of The Month
Marlene Gonzalez
from Covina, CA
Congrats on winning your $50 gift card to your favorite restaurant!
Monthly
Newsletters
Our Team
Rick Miller
Advisor / Founder
February 1981
Rick (Richard) Miller started in the financial and insurance planning business in 1981 while completing his Bachelor’s degree in Business – Accounting at Cal State Los Angeles. He passed the CFP (Certified Financial Planner) exams in 1986 and has completed various security exams as a registered representative. Since founding CSI in 1996 Rick has helped over 500 families to legally protect their life savings and qualify for Medi-Cal LTC without spending down assets. Rick and his wife, Laura, have lived in Glendora, CA since 2001. They have two sons, Greyson and Ethan attending Cal Poly San Luis Obispo.
Since February 2019
Want to throw a party? She is the girl for the job. When she’s not planning our informative seminars, she is at home playing dinosaurs with her son, Damien. She likes to spend her weekends relaxing with her family and friends, enjoying some good Bar-B-Que. Sometimes after work, you can find her and her family at Knotts Berry Farm taking advantage of their annual pass. She can’t leave the park without Knotts’s infamous funnel cake.
Director of First Impressions
Debbie Garcia
Client Advisor
Since July 2017
Patricia Alba
New Accounts
Loves mother nature and all she has to offer. She looks forward to weekend hikes and a nice run on the beach. She also enjoys spending time with her family. She is the fourth child and has a total of four siblings. She enjoys traveling and going to the movies. Once Baseball season starts you will be sure to catch her at the dodger stadium rooting for her favorite team. Her true passion is helping clients preserve their finances for the longevity of their life and give them peace of mind that their funds are safe.
Our Team
Rick Miller
Advisor / Founder
February 1981
CA Lic. #0665327
Rick (Richard) Miller started in the financial and insurance planning business in 1981 while completing his Bachelor’s degree in Business – Accounting at Cal State Los Angeles. He passed the CFP (Certified Financial Planner) exams in 1986 and has completed various security exams as a registered representative. Since founding CSI in 1996 Rick has helped over 500 families to legally protect their life savings and qualify for Medi-Cal LTC without spending down assets. Rick and his wife, Laura, have lived in Glendora, CA since 2001. They have two sons, Greyson and Ethan attending Cal Poly San Luis Obispo.
Born in Nayarit, Mexico but raised in California, Nelly comes from a 9-year insurance background at State Farm. She is very quick on the keyboard and provides service above and beyond. Her professionalism and integrity is reflected in the performance of her duties and to her clients. Solo hikes and listening to her favorite music are what she enjoys doing the most, but to her there is nothing better than Friday Night Fireworks at Dodger Stadium.
Since June 2021
Nelly Jauregui
Financial Advisor
CA Lic. #0164505
Patricia Alba
Financial Advisor
Since January 2020
Loves mother nature and all she has to offer. She looks forward to weekend hikes and a nice run on the beach. She also enjoys spending time with her family. She is the fourth child and has a total of four siblings. She enjoys traveling and going to the movies. Once Baseball season starts you will be sure to catch her at the dodger stadium rooting for her favorite team. Her true passion is helping clients preserve their finances for the longevity of their life and give them peace of mind that their funds are safe.
CA Lic. #OF66075
Apache & Yaqui native, born and raised in California. Loves her roots and creates her family’s traditional outfits. Her true passion is Jesus. She is a church leader at Praise Chapel in Baldwin Park. She is a proud parent of 2 daughters and 1 son. Adores her 5 grandchildren. Has 20 years experience with Graphic Designs and at one point built her own computer. Enjoys working with people and has a compassionate heart.
Since January 2021
Donna Talamantes
Office Administrator
CA Lic. #4137518
Heather Lutes
Since February 2022
Client Services
Born and raised in California. She worked in the grocery industry for over 20 years. She attended UEI College and obtained her certificate in Business Office Administration. Heather then worked as the Administrative Assistant at a pediatric cardiology office for 3 ½ years. She is the proud mom of one teenaged son, Nicolas. Free time? Heather enjoys watching movies, listening to music, and spending time (laughing) with friends.
Kimberly Romero
Since September 2024
Office Assistant
Kim is from Los Angeles, California, she has extensive experience in estate planning and office administration. She has worked in these fields for a total of 25 years, starting with 15 years in estate planning before transitioning to office administration. Additionally, she offers traveling notary services. Family is a top priority for Kim, as she is a proud mother of four adult children and grandmother to five grandsons. During weekends, she enjoys spending quality time with her fiancé and creating cherished memories with her loved ones, particularly her grandkids.
Gina Romero
Since February 2024
Financial Advisor
Gina has over 30 years experience in the medical industry. She was a supervisor for Health Care Partners oncology group for 10 years and helped many families fight cancer. She ventured out into the financial industry and worked for Brokers Alliance for 10 years as a successful life Insurance broker and field underwriter. When she is not at work you could find her riding along the coast with her husband on their Harley Davidson. She enjoys weekends with her 2 daughters and granddaughters. She is strong in her faith and is a member of One and all church in San Dimas.
CA Lic. #0K86790
Contact Us
Phone
(626) 294-0414
Monday-Friday 8:00am-4:30pm
Address
20 East Foothill Blvd., Suite 100 Arcadia, CA. 91006
Hours
Mon-Fri: 8:00am-4:30pm
Sat-Sun: Closed