Meet Paul
Paul is the founder of Paul Diaz Insurance Agency, Inc. After graduating from UCLA in 2001, Paul followed his father’s footsteps and opened his own insurance agency. Since 2001 Paul has helped build PDI into one of the premier insurance agencies in Southern California. He also is a member of the UCLA Bruin Varsity Club Provisors and several charitable organizations.
Meet Tony
Tony Kmetty is currently a professor at Loyola Marymount University with over 25 years of experience with universities and business schools in the US, UK, Hungary and Slovenia. Over this time, he has helped countless students set their path to have a successful, fulfilling, and stable career.
Meet Lisa
Lisa Weaver is an Enrolled Agent, that has been in practice for decades. Lisa worked for a local CPA firm before starting her own practice. Since 2010, Lisa has run her own successful practice helping clients all over the San Francisco Bay Area. She enjoys providing help with individual and small business taxes and strives to take the fear out of tax time for her clients.
Meet Kevin
Kevin is among the top producing loan officers in the San Francisco Bay Area. Kevin has been the recipient of several awards, including multiple awards from the San Francisco Chamber of Commerce for the most closed business. In addition, Kevin also serves on the board of directors of several local charities.
Meet Sam
Samuel Rad is an award winning fee-based Financial Planner with Affluencer Financial in Los Angeles, California. Sam has multiple licenses in the financial, real estate, and insurance fields. He additionally lectures at UCLA , West Los Angeles College, Los Angeles Harbor College, Cerritos College and is a regular guest on the “Smart Money Fundamentals” radio show.