PLAN | RETIRE | ENJOY

Our Mission:

Helping Retirees to Protect & Grow their Assets, Income, and Lifestyle.

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

Alex de Lira Lopez

Client Advisor

Since July 2017

Block off all Sundays; he’s got a date with the Dallas Cowboys on TV. Sports are life; Football, Basketball, Soccer, Boxing, Baseball, and Wrestling. You name it, he watches it! Summer time is the best time - spending time with his daughters, Antoinette and Elizabeth, playing soccer and video games. Non-Sports oriented time is dedicated to his I.T. Business (Vanguard IT Solutions). Gee-king out over endless IT projects, tech talk will get him going! Phew… but wait, is there leftover time in the day for his early morning hikes, Italian food, and cleaning up Black Jack tables in Vegas?

Erika Garcia

New Accounts

Since October 2018

This young woman is a proud mother of three children: Brisa, Aaron, and Aldo. When she’s not at work, she spends her time running around from one activity to another, whether that be grocery shopping or parent-teacher conferences. She enjoys watching her kids play soccer and taking them out for pizza and a movie. Her kids love Disneyland and an annual visit to the happiest place on earth is a must! Baseball is her #1 sport and you can catch her listening to her favorite Mexican Hits on the road.

Since August 2019

jtabizon@csiwealth.org

This mother of 4 loves to maintain her home grown garden. Her husband of 10 years Johnnie enjoys cooking for the family while Julie enjoys fixing stuff around the house. When they are not at home they enjoy farmers markets, theme parks and comedy shows. Weekend getaways to San Diego are a must! She also enjoys babysitting her niece when her sister needs help. When the weather is good a nice hike will make her day.

Client Service Director

Julie Tabizon

Contact Form

If you have any questions, please don't hesitate to contact us!