Humberto Deluna: Primerica-Financial Services

Primerica is a financial services company founded in 1977, dedicated to educating Main Street families on personal finance through its HOW MONEY WORKSTM program. The company is committed to providing solutions that prioritize consumer needs, including term life insurance and investment opportunities, operating under the philosophy of "Buy Term and Invest the Difference." With a focus on helping individuals achieve financial security regardless of their income level, Primerica offers a range of services including life insurance, mortgage loans, and investment advice. Their representatives operate as independent contractors, ensuring that products and services are tailored to meet the specific licensing requirements of various jurisdictions. Generated from the website

Pacific Investment Research is a boutique investment advisory firm that provides financial planning and investment management services to investors throughout California. We have more than 25 years of experience helping individuals and couples accumulate and preserve the assets they need for a secure financial future. As fee-only fiduciaries, we put our clients' best interests first.