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 "Personal Economic Model"

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CSI Expertise

Our Process Tailored For You

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Latest News

January

Quiz Winner

Henry & Diana Hui

from Arcadia, CA

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

February

Client of The Month

Moises Lemus

from Jurupa Valley, CA

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

Monthly
Newsletters

February 2024 

January 2024 

December 2023 

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.

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.

Richard Miller
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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

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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.

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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

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.

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Kimberly Romero

Office Assistant

Since September 2024

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.

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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

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

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