The Financial Architects was established in 2011. The idea is simple, build on the foundation of the working class and provide inspiration and motivation for a secure financial future! As a Financial Architect we pride ourselves in networking solutions and educating consumers on the current market climate. Regardless of your financial status and personal situation we have both the tools and experience needed to improve it.

Our team of Financial Architects have been hand chosen from within the industry and must go through an extensive background investigation. They must also participate in weekly ongoing training to stay current on products, services, and the overall market climate. We believe that staying current on products and services alone are not enough to secure a financial future. Client objectives change and products are only as strong as a client's commitment. With this in mind, they must be in alignment with their education, perspective, and market conditions.

Over the past decade our advisors have been collectively empowering society with the education and tools to achieve a secure financial future. As a Financial Architect we know this includes the means of survival in both life and turmoil. The current overwhelming lack of consumer education mixed with Institutional irresponsibility has become a dangerous cocktail and a major factor in the demise of countless businesses and financial institutions. This has also had a tremendous negative impact on personal and business finances. Our clients and advisors have joined forces to make a positive impact through education, mentorship, structure, and action.

We look forward to assisting you in all your endeavors.

Banking

Finance

Insurance

The Financial Architects

The Financial Architects' headquarters in Chino Hills, CA, United States

Manuel Soto

Yvette Perez

Mariah Lorenzen

Nayeli Ballesteros

Christopher Dizon Bautista

Alexandra Valencia

The Sales and Marketing Team at The Financial Architects is dedicated to expanding the company's reach and promoting its core mission of financial education and empowerment. They develop targeted marketing strategies, manage client outreach, and create educational content to inform potential clients about financial solutions. By leveraging industry insights and market trends, this team ensures that the company's offerings align with client needs and enhances brand visibility in the marketplace.

Sales and Marketing Team

The Financial Services Team at The Financial Architects is dedicated to empowering clients with personalized financial education and strategic planning. Comprised of seasoned professionals, including Financial Coaches and Retirement Planning Specialists, this team collaborates to assess individual client needs and develop customized financial strategies. Their focus on ongoing training and market awareness enables them to provide insights and tools that enhance clients' financial security, adapt to changing circumstances, and ultimately foster a more informed and resilient community.

Financial Services Team

The Leadership Team at The Financial Architects is responsible for setting the strategic direction and vision of the company. Comprising the CEO and founders, they guide the overall mission of empowering clients through education and mentorship while ensuring the team stays aligned with market trends and consumer needs. By fostering a culture of continuous learning and adaptation, the Leadership Team aims to enhance the financial literacy and security of working-class individuals, driving impactful change within the industry.

The Financial Architects

Org chart

Teams

Sales and Marketing Team

Financial Services Team

Leadership Team

Offices

The Financial Architects

Org chart

Teams

Sales and Marketing Team

Financial Services Team

Leadership Team

Offices

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