NAIFA-Monterey Bay protects and promotes insurance and financial professionals throughout Santa Cruz and Monterey Counties. As a member of NAIFA California and the National Association of Insurance and Financial Advisors, we carry out our mission by:
NAIFA is the only professional association in the country that serves financial services professionals regardless of their practice specialty. Our members are life insurance agents, financial advisors, multi-line agents, health insurance and employee benefits specialists, financial planners and more.We’re dedicated to serving the needs of of financial professionals – whether independent or part of a larger organization.
PREAMBLE: Helping my clients protect their assets and establish financial security, independence and economic freedom for themselves and those they care about is a noble endeavor and deserves my promise to support high standards of integrity, trust and professionalism throughout my career as an insurance and financial professional. With these principles as a foundation, I freely accept the following obligations:
40 Penny Lane
April 21, 2017 - 11:30 am
June 23, 2017 - EXPO
Have questions, please give us a call. Address listed is a mailing address only.
1840 41st Street #102-298, Capitola, CA 95010
Monday - Friday: 9am - 5pm