We help individuals, families, and business owners protect what they've built and plan for what's next — through financial services, wealth preservation, and insurance planning built around you.
Prefer to talk first? Call (213) 972-8105
1976–2026 · Your Satisfaction, Our Motivation
No two situations are the same, so we don't lead with a product — these are the areas we're asked about most.
Making sure what you've built actually benefits the people you love.
Identifying what could knock your plan off course, before it does.
Turning what you've saved into income you can count on, for as long as you need it.
Growing your assets deliberately, with a strategy built for the long run.
Using tax-free strategies designed to keep more of your money in your control.
Turning debt into a plan, not a burden, with a smarter path forward.
You get a plan built for your actual circumstances, with clear, specific recommendations.
Our recommendations aren't tied to buying something or investing upfront.
We're compensated by the carrier you choose to work with, from the ones we represent — not by billing you directly for our time.
One of the most authentic group of insurance advisors doing great things for their clients. Proud to call them customers and friends.
— Jan Zoucha
Wilshire Group Financial is excellent. They always have my best interest in mind when planning my financial future. Very professional and friendly.
— Charlie Chafin
No pressure, no obligation — just a conversation about where you are and where you want to be.
We've built our practice on a simple principle: every individual and family deserves a thoughtful, well-structured plan that looks at the full picture, not just isolated pieces. When you work with us, we take a comprehensive view of your financial situation, from protection and accumulation to retirement and legacy, so everything works together instead of against itself.
We've had the privilege of serving thousands of clients over the years, and we bring the same care and attention to every relationship. Financial decisions can feel overwhelming, especially around insurance and long-term planning — so we do the heavy lifting and explain things in plain language, not jargon.
Started with a commitment to comprehensive, client-first planning.
Individuals, families, and business owners across the nation.
Working with established, A-rated and above financial institutions.
Based at 880 W. 1st St in downtown Los Angeles.
LUTCF, FSS, LTCP, RICP, LACP, CLU, ChFC
Insurance, Annuity & Retirement Income Specialist
Top of the Table (MDRT Member)
LUTCF, LACP
Insurance and Annuity Specialist
Top of the Table (MDRT Member)
Insurance and Annuity Specialist
Insurance and Annuity Specialist
MDRT Member
LUTCF, FSS, RICP, LACP, CLU, ChFC
Insurance, Annuity & Retirement Income Specialist
MDRT Member
Insurance Specialist
Insurance and Annuity Specialist
Back Office Support
Back Office Support
Every engagement starts with a high-level review of your full financial picture, then narrows into the areas that matter most for you. Here's the full range of what we cover.
Protecting your plan against the unexpected — through life insurance, disability insurance, accident insurance, mortgage protection, income replacement, and long-term care coverage.
A strategy for turning savings into reliable, lasting income — mapped year by year, not left to guesswork.
Building your wealth with a clear, intentional strategy designed to grow your assets and protect what you've already earned.
Roth conversion and other tax-efficient strategies, so more of what you've earned stays in your control later on.
A plan designed to protect, simplify, and pass on what you've built to the people you love.
Turning debt into a plan, not a burden, with a clearer path toward financial freedom.
Planning for a longer life with clarity and confidence, so you can enjoy it without financial uncertainty.
No pressure, no obligation — just a conversation about where things stand today.
We take a high-level look across your savings, income, insurance, and goals.
You get specific, tailored recommendations in plain language — no jargon.
We check in over time as your life, and the market, change.
We regularly host in-person and Zoom sessions on retirement income, Roth conversions, and estate planning. Register below to save your seat.
Saturday, September 12, 2026 · 9:00–10:00 AM Pacific, followed by a live Q&A · Zoom Meeting
With Alabel Lavares, LUTCF, LTCP, FSS, RICP, LACP, CLU, ChFC & Victoria Alden, Advisor
Reach out directly, or schedule a time that works for you. We'll take it from there.
880 W. 1st St #614
Los Angeles, CA 90012