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Latest News
December
Quiz Winner
Steve W.
from Glendora, CA
Congrats on winning your $40 gift card to your favorite restaurant!
December
Client of The Month
Will & Loretta T.
from Claremont, 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.
Rubi Garcia
Reception
Since June 2020
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.
Client Advisor
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?
Alex de Lira Lopez
Since July 2017
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
New Account Services
Bobby was born and raised in Los Angeles, California in the small community of Atwater and Glassell Park. He joins the CSI team with over 20-year experience in the financial industry as a Senior Client Service Associate for multiple Financial Advisors. He is the youngest of 5 children with an older brother and 3 older sisters. He is blessed with 4 children, 3 sons and 1 daughter: Jacq, Jacob, Addyson, and Logan. He is engaged to be married to his beautiful wife to be Lindsey. Bobby loves sports, playing golf, bbqing and anything to do with water; pool, beach, lake. Not only is he smart but very personable and friendly.
Since September 2021
Bobby Collier
Client Service Leader
Since November 2021
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 eight years as a successful life Insurance agent 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 daughters and granddaughters. She is strong in her faith and is a member of One and All church in San Dimas.
Client Advisor
Gina Romero
Donna Talamantes
Office Manager
Since January 2021
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.
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