Ambassador Program

Do You Want Your Friends And Family To Experience

Greater Financial Peace Of Mind?

All it takes is connecting your friends and loved ones with our professional team who can help them navigate the ups and downs of life.

Do You Know Anyone Who Is:

Coping With The Loss Of A Loved One

Facing A Medical Crisis

Wanting to Retire Early

Worried About Not Having Enough Money Saved

Uncertain About Healthcare Expenses

Wanting To Save On Their Taxes

Our team of financial experts are here to talk to them. There’s no pressure. Just ear listening and thoughtful guidance on their financial situation.

Refer A Friend Or Family Member And

Support A Charity

When you refer a friend or loved one to visit with one of our financial professionals, you’ll be able to support the charity of your choice with a $50 donation from our team.
There is no limit to how many referrals you can make. The more people you refer, the more our team will donate.
We proudly support Manna Worldwide and Orangewood Foundation. Click The Links Below To Learn More About These Charities.
Manna Worldwide | Orangewood Foundation

Why We Support

Orangewood Children’s Home, located in Orange, CA, was home to Lori Ovalle, our New Business Processor, on and off for seven years during her childhood. From the young age of 10 until she was 17, Lori found Orangewood to be her safe place. It was a home where she felt loved, accepted, and protected from the streets and craziness that surrounded her youth. Lori states, “The memories created there will forever impact my life and I will always be grateful to the staff, whom I call family.”
Mission Statement:
Orangewood Foundation is a 501(c)(3) nonprofit (ID #95-3616628). For over 35 years, Orangewood Foundation’s resources, guidance and encouragement have helped foster and community youth in Orange County thrive and prosper.
In 2019, our Marketing Director, Jill McCloskey, had the honor of traveling to Guatemala with her church and some team members of Manna Worldwide. Jill, along with her team, stayed in one of the Manna houses that hosts missionaries and groups who come to serve. During her stay, they visited many villages and orphanages where they offered words of encouragement, prayer, and items such as clothes, shoes, and groceries. They also helped and aided in building an orphanage that is sponsored by Manna Worldwide. “I will never forget the excitement on the children’s faces as our van pulled up to their villages. They were overwhelmed with gratitude and welcomed all of us into their humble homes,” Jill recalls.
Mission Statement:
Manna Worldwide is a 501(c)(3) nonprofit (ID #75-2931604) organization engaged in child development programs around the world and in the United States. We construct and oversee orphanages, nutrition centers, schools, medical clinics and clean water projects.