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Our 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

Executive Director

(909) 599-2800 x302

(909) 767-4159

Aaron Cruz has over 19 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 Cruz

Executive Director

(909) 599-2800 x103

(909) 767-4159

Alan has over 17 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 is based out of the Chino Hills office where he serves as the CEO and President of Integrity Independent Financial & Insurance Services.  He looks forward to assisting you in Creating, Building, and Protecting your Legacy.

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Marcus’ specialty is connecting with individuals and finding meaningful, purposeful conversations that lead to a discussion of one’s goals, dreams, and financial expectations. 

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Oliver's experience overseas brings a wealth of knowledge to the team, whilst being able to leverage the specialists around him to help deliver holistic plans, tailored to individual client needs.

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Ryan Shaw

Senior Consultant

909-522-4037

877-836-9753

Ryan is pursuing his passion in educating and helping others build a secure plan for retirement.

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