Enjoy life’s journey Let us be your guide.

Our goal is to help clients through their own financial journey and provide guidance through all stages of life.

What we do

What is your point B?

We provide a personalized plan to fit your needs by identifying where you are today and where you want to go.

About Us

Holistic Approach

We will look at every aspect of your financial portfolio and ensure proper protection for you and your family.

About Us

Relationship Focused

We enjoy long-lasting relationships and are committed to help build and preserve your wealth.

About Us


Why Journey Financial Group?


We help you create a financial plan and understand the strategies and products that will guide you along your path.


The knowledge we provide will allow you to make the best decisions when working towards your financial goals.

Journey Financial Group


We are here to offer peace of mind and guidance on your financial journey towards a successful future.

What our clients are saying

“Journey Financial Group is an honest, helpful and attentive team of individuals that have your best interest in mind, who are able to help meet your needs at the best price possible”

Kristi B., Brea, CA

“The Journey team are truly professional, and knowledgeable in all areas of insurance. They’re attentive and personable. I love how they go out of their way to get answers to you promptly. And they’re on top of your account and know exactly what your account entails. Most of all, they go above and beyond to make sure you completely understand everything… They are so patient in explaining things so thoroughly”

Karen A., Walnut, CA

“Journey Financial is the place where you can feel better about planning for retirement. Why do you feel better? Because they explain everything inside and out so you actually understand and design your plan.”

Tammie R. – Placentia, CA

“Great people to work with. Always get back to me right away with any questions I have. Chad has always given us great advice on any financial question we’ve had.”

Jeff N. – Laguna Niguel, CA

“They are knowledgeable, if you have questions or concerns they will be handled in a timely manner there is no “car salesman” selling.”

Jerry C. – Alta Loma, CA

“The Journey team are well informed, professionals, genuinely interested in client’s request and needs. Very articulate and informative.”

Maria R. – Palma Vista, CA

“Journey Financial helped me and my family get out of debt. They even helped me get an amazing life insurance policy.”

Ana V. – Los Angeles, CA

“Best brokers all around! If I can recommend them any and every time, I would! Friendly faces and customer service are key, and they have them both! Like I said before, BEST brokers around, so lucky to have them on our team!”

Michelle R. – La Verne, CA

“Journey will go the extra mile for their clients. They always have the client’s best interest in mind.”

Christina A. – Duarte, CA

“Quality service, honest, super informative agents who make sure you have real coverage against potential liability.”

Sammy R. – Upland , CA

View more of what our happy clients have to say

Download our Insurance Agent App today and be ready for tomorrow!

Insurance isn’t just about policy details. It’s about being prepared, knowing what to do and having the information you need, right when you need it. Take us with you and be ready for anything, anytime, anywhere!

Some of the awesome features:

  • Quick Agency Access
  • Electronic Auto ID
  • Easy Bill Pay
  • Auto Accident Claims Kit
  • Claims Connections
  • Document Storage – Inventory for your items and vehicles
  • Workplace accidents reporting

Disclosure – May not be applicable to some types of insurance policies.

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