Welcome to NAIFA Monterey Bay

Welcome to NAIFA Monterey Bay

Welcome to NAIFA Monterey Bay

Welcome to NAIFA Monterey Bay

Welcome to NAIFA Monterey Bay

Welcome to NAIFA Monterey Bay

Welcome to NAIFA Monterey Bay

Welcome to NAIFA Monterey Bay

About Us

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Who is NAIFA Monterey Bay?

 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:

  • Advocating for a positive legislative and regulatory environment;
  • Enhancing the business and professional skills of our members through a variety of educational programs and networking opportunities; and
  • Promoting the highest ethical conduct of our members.

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. 

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Code of Ethics

 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:

  • To help maintain my clients’ confidences and protect their right to privacy.
  • To work diligently to satisfy the needs of my clients.
  • To present, accurately and honestly, all facts essential to my clients’ financial decisions.
  • To render timely and proper service to my clients and ultimately their beneficiaries.
  • To continually enhance professionalism by developing my skills and increasing my knowledge through education.
  • To obey the letter and spirit of all laws and regulations which govern my profession.
  • To conduct all business dealings in a manner which would reflect favorably on NAIFA and my profession.
  • To cooperate with others whose services best promote the interests of my clients.
  • To protect the financial interests of my clients, their financial products and my profession, through political advocacy

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Meeting Information

Meeting Location:

California Grill

40 Penny Lane

Watsonville, CA 


April 21, 2017 - 11:30 am

June 23, 2017 - EXPO

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Contact Us

Drop us a line!

Better yet, see us in person!

Have questions, please give us a call.  Address listed is a mailing address only.

NAIFA Monterey Bay

1840 41st Street #102-298, Capitola, CA 95010

(831) 539-6793

Hours

Monday - Friday: 9am - 5pm

via phone