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I've worked with people ever since I could remember receiving candy as a form of payment for my assistance. In fact, when I was ten years old I began to ride along with my father to his place of business during the weekends in my home town in Ventura County, California. My job duties back then were translating between my Dad and his clients since his English was a bit below par. Throughout the years, I have learned from my father the many principles that allow any successful business to flourish while maintaining the same clients for decades to come. Amongst respect, honor, and integrity, there was the principle of putting your client’s interest first before your own. 

In a parallel fashion, I do my best to fill my father’s shoes, walk in the same footsteps, mimic his ways of doing business, and maintain a successful practice that will allow me to pose myself as valuable resource to people for many years down the road.


When you combine a passion for helping people and a passion for finance, it is only a matter of time until you find yourself doing what I am doing today. I’ve been happily helping people in one way or another for many years while my passion for finance and risk management highly evolved during my college years. It is really a privilege to be doing something that I sincerely enjoy doing every single day.  


Degree Major Institution
Bachelor of Science Business Administration - Finance California Polytechnic State University - Orfalea College of Business - San Luis Obispo

Luis Alberto Salinas

Financial Representative


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