Our Company
We are in business to help you achieve your goal of financial independence.
Mission
Our mission is to help our clients and their families attain their personal financial goals. We do this by providing investment guidance, emotional support during periods of market volatility and asset management strategies designed to help you reach your financial goals.
We offer our clients comprehensive fee-based financial planning, and we strive to provide you with individualized service based on the following core values:
- To retain the confidence and trust of our clients through our commitment to honesty and integrity
- To consistently demonstrate our declaration to professionalism and excellence in everything we do
- To communicate a sincere, caring attitude toward every client
- To place our clients’ financial well-being above our own
Vision
We want all our clients to be comfortable with, and have a base knowledge of, their portfolio of investments that will see you and your family through life and help create a legacy for future generations.
Value
The Secura Financial difference is that we take the time to explain how each element fits into your financial plan and how it benefits you in the short and long term. We recommend investments and insurance that are designed to help meet your financial goals.
Supported by comprehensive research and quality products
Our unique approach allows us to work with a variety of different clients. Whether you are a small business owner looking for a way to both set more aside for retirement and take care of your employees; or you are a Fortune 500 C-Level manager, we formulate a unique plan tailored to each situation. We employ a wide variety of techniques including research, progression analysis, interviews, and experience to make sure that every client receives the very best we have to offer. We run our business through Crown Capital Securities and LPL Financial, but we are not required to utilize any proprietary products. Through these companies we have access to and recommend thousands of commission, fee-based, money market and products manufactured by hundreds of third-party product sponsors to help you achieve your goals.
A sampling of the industries we have worked with:
Aerospace, mechanical engineering, civil engineering, law, communications, education, civil service, financial services, accounting, retail, social services, medicine, nursing, pharmaceuticals, health/wellness, chiropractic, graphics, computers, gaming, consulting, real estate, and more.
Some of the companies our clients represent:
Boeing, Southern California Edison, Johnson & Johnson, Honeywell, Nutrilite, AT&T, Verizon, ABC Unified, Long Beach Unified, LA Unified, UCI, UCI Medical Center, private medical practices, Fullerton PD, Irvine PD, LAPD, Rockview Farms, Northrup Grumman, Vitas, Cal State Long Beach, Budweiser, Coca Cola, Edwards Life Sciences, Activision/Blizzard, Paramount Studios, St. Joseph’s Hospital, Torrance Medical Center, Dry Bar, Titan Technologies, ASE Graphics and Printing, SANDAG