About Us

A people-first insurance and financial consulting team serving families across all states. We provide health and life insurance, financial planning, tax-advantaged strategies, estate and trust planning, real estate, and investments—all delivered through an easy-to-follow system focused on problem-solving and guidance, not selling.
Our unique culture is family-oriented, multicultural, and supportive, built on strong leadership, shared experience, teamwork, and a “no one left behind” philosophy. We grow together, not against one another, with no quotas, no startup fees, and true ownership of your business. Mission comes before commissions, integrity comes first, and people always matter most.

Products & Services
Retirement Planning by Yenan Agency
Tax-advantage retirement planning
Medicare  by Yenan Agency
Choose the most suitable plan for seniors & assist medicare related benefits 
Recommendations Given (20)
"Best insurance agent in Tustin"
"Really passionate & experience accountant "