Fiducia Financial & Insurance Services was established in 2010, and our mission statement has always been to create a client focused agency. Since our clients are also a part of our community, we feel that by helping to improve the well-being of our clients, we are also improving our overall community.
Juan Carlos Salazar, our President and CEO, has been a licensed life insurance agent since 2004, and has been working as a financial adviser since 2005. Juan was born in Los Angeles and has been a member of the Southern California community for his entire life. Juan attended California State University, Los Angeles (Cal State LA), where he graduated with a BS in Business Administration with a Finance Option in 2004.
Since our founding, Fiducia Financial & Insurance Services has assisted many individuals, families, and businesses with their financial and insurance needs. We have a passion for making sure the complexities of the financial services industry, such as estate planning, tax strategies, and other financial and insurance issues are both understandable and accessible to our community.
Fiducia Financial & Insurance Services has clients all over California, from San Diego all the way to San Francisco. Technology has enabled Fiducia Financial & Insurance Services to help people purchase insurance products with out having to meet in person and has been able to make the process really smooth and fast. This technology consists of using Zoom to do a presentation on a life insurance or annuity with a client to using DocuSign to get paperwork filled out by using an e-signature. Now in days many life insurance companies also allow us to deliver the policy online, making it easier for the agent and the client to conduct business. Fiducia Financial and Insurance Services agents are always willing to meet in person and believes that this is always the best way to conduct business but for the people that are busy and their time is limited, we use technology to get things done faster and without having to meet face to face.