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1126 West Foothill Boulevard
Suite 200
Upland, CA 91786
(909) 599-2800

13721 Roswell Avenue
Suite A
Chino, CA 91710
(909) 767-4155

 

Team

The Principals

With different areas of expertise, and more than 50 years combined experience in the Financial Services Industry, this team of individuals works together behind the scenes on every client's portfolio to ensure ongoing proactive management, consistent attention to detail and quality control.

 

Aaron Cruz has over 18 years of experience in the Financial Planning and Risk Management business and he makes up one of the four co-founding Principles of Integrity Financial and Insurance Services. With his knowledge and experience...

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Alan has over 16 years experience in the Financial and Insurance industry and is one of the co-founding principles of the firm. He enjoys working with people, and helping them navigate through the myriad of information regarding...

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Simukai received his Bachelor of Science Degree in Finance at California State University at Los Angeles, followed by a Masters Degree in Finance at Middlesex University in the United Kingdom in 1997. Having begun his career in...

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Gabriel Resendez

CHINO VALLEY OFFICE

(909) 767-4155

(877) 836-9753

Gabriel Resendez has over 18 years of experience in the financial and risk management field. He earned his Bachelor of Arts degree in Business Administration from California Polytechnic University at Pomona. His education, combined...

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