Latest News
September
Quiz Winner
Mark & Dona S.
from Big Bear City, CA
Congrats on winning your $40 gift card to your favorite restaurant!
October
Client of The Month
Luis & Teresa C.
from San Gabriel, CA
Congrats on winning your $40 gift card to your favorite restaurant!
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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
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
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.
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
Michael Murray
Client Services
Since July 2023
Michael strives to make successful retirees of all clients that cross his path. Has experience spanning 23 years in investment management, retirement income planning, and for the last 11 years, golf. (Feels that clients are better served with knowledge of the two former and not the latter attributes). A former Army paratrooper with the 82nd Airborne Division, some have even said he may have landed on his head too many times. But he still enjoys spending as much time as possible with his sons Aidan and Avery, and his daughter Alessandra. He is a graduate of Claremont Graduate University and California State University, L.A.
Heather Lutes
Client Services
Since February 2022
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.
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