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 "Personal Economic Model"

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CSI Expertise

Our Process Tailored For You

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Latest News


Quiz Winner

Christopher & Johanna Figueroa

from Monrovia, CA

Congrats on winning your $40 gift card to your favorite restaurant! 


Client of The Month

Mary Rovarino

from Arcadia, CA

Congrats on winning your $40 gift card to your favorite restaurant! 


May 2023 

April 2023 

March 2023 

Our Team

Our Team

Richard Miller
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
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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.