Proverbs Financial & Insurance Services
Our mission at Proverbs Financial is to help our clients make smarter and more confident decisions with their money through the support of a dedicated team of financial professionals. Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr, Ste 110, Irvine CA 92606,(909)399-1100. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Proverbs Financial & Insurance Services is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0K49283. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. 2024-170957 Exp 03/26.
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- CC
Cynthia Cardenas
Marketing Associate · Advertising & Marketing
EmailPhone - MM
Miranda Montejo
Financial Advisor · Finance & Accounting
EmailPhone - GM
Greg Montejo
Founder · General Business & Management
EmailPhone
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Top roles at Proverbs Financial & Insurance Services
7 distinct titles indexed · top 7 shown.
- 4financial advisor
- 2founder
- 1agent
- 1financial agent
- 1life health & sickness insurance agent
- 1managing director
- 1marketing associate
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