top of page

Reynaldo J. Sosa

Lic. # 0I31285

My Mission Is Helping People


I know that good planning can impact families for generations. And I consider it's my personal and professional mission to help people build financial security and to protect their families and their businesses. I work with my clients to evaluate and adjust their financial strategies as needs change throughout their lives.

Serving the San Fernando Valley Area and More..


I offer needed protection in case the unexpected happens, and help assure that you reach your financial goals.Whether it's protecting your family's lifestyle in the event of disability or death, sending kids to college, or planning for a secure retirement, I can help. Representing a strong and trusted company with high industry ratings, I have the expertise and resources to evaluate your insurance and financial needs and to offer solutions that work for you, now and in the future. Let's talk about ways to protect your family and to plan for your bright future.

Here's how we can work together.

Here's how we can work together.


To reach your financial goals, it's important to identify priorities, understand your options, and implement a strategy. As we evaluate your current situation and needs, I can help you make good decisions to safeguard your financial future, and that of your family and your business.


The Process


Whatever your situation and stage in life, I’ll work with you to help identify and meet your insurance and financial needs.


Here’s how we can work together:


Gathering information – Through this thorough process, we’ll discuss a number of factors that will help evaluate your financial situation and your goals and priorities.


Finding solutions – Together we’ll develop a strategy that offers the best solutions to help you attain your goals, such as protecting your family and your lifestyle.


Implementing a plan – We’ll agree on a course of action, based on your priorities, and work together to implement your strategy.


Ongoing service – I’ll be there when you need me – if you have questions or need to file a claim. And it’s wise to discuss your strategy annually, to be sure you’re still on track to meet your goals.


bottom of page