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Quiz Winner

May

Olivia & Louie S.

from West Covina, CA

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

May Client of the Month

Mark & Kelli F.

from Arcadia, CA

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

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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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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?

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Patricia Alba

New Accounts

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.

Rubi Garcia

Reception

Since June 2020

She loves life as an only child. She enjoys going to the beach on hot summer weekends. Her favorite sport to watch is football and roots for The Seattle Seahawks. After work she likes to relax with her parents and watch some great shows on Netflix. She loves food but her favorite is Italian food.

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.

Patricia Alba.png
Patricia Alba

New Accounts

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.

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?

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.

Office Manager

Debbie Garcia
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Donna Talamantes.jpg
Donna Talamantes

Marketing Director

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.

Rubi Garcia

Director of 1st Impressions

Since June 2020

She loves life as an only child. She enjoys going to the beach on hot summer weekends. Her favorite sport to watch is football and roots for The Seattle Seahawks. After work she likes to relax with her parents and watch some great shows on Netflix. She loves food but her favorite is Italian food.

 
 
 

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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