Our Team

At Efficient Financial and Insurance Solutions, we specialize in guiding hard-working, passionate people through life's transitions with confidence. The people we serve include successful professionals, executives, and business owners seeking financial clarity and peace of mind. No matter how much planning you have or haven't done, we'll meet where you are and guide you toward your ideal future.

Monica Rangel Headshot Jan 2024

Monica Rangel

CEO and Founder

Nothing is more important than family. Whether you are starting a family, already have children, caring for elderly family members, thinking about buying a home or wondering about educational costs, you want nothing but the best for the people you love.

As a Financial Advisor, I am able to offer you guidance that can help you achieve your dreams and goals. I'm dedicated to providing a honest, tailored, and efficient approach to helping my clients protect and secure the financial futures for themselves and their loved ones. In addition to my experience and expertise, my clients can expect hard work, and professionalism.

As a proud resident of Orange County, CA, I have a vested interest in seeing my community thrive. When working with me, I'm happy to share all the resources and information that I have available.

When I'm not working with my clients, I enjoy the following hobbies: exercising, traveling, and reading. I'm also an active member of my community and regularly volunteer for my children's school and extracurricular activities.

As a family we love to volunteer, we organize drives for local charities and organizations and participate in walk a thons or golf tournaments to raise money for our favorite charities.

I'd like to hear about you and your family. Let's start building a strategy that helps your family achieve its financial goals.

Alex Image Jan 2024

Alex Guzman

Client Service Assistant

Alex joined Efficient Financial and Insurance Solutions (EFIS) in 2022. She manages client services and is the primary point of contact for clients for all administrative and operational needs. Prior to joining EFIS, Alex worked in the medical field for 10 years.

Alex was born and raised in Whittier, California where she enjoys spending time with her family and friends.

She is a graduate of California State University, Northridge with a B.S in Public Health and obtained her California Insurance License in 2019. 

Genesis Image Jan 2024

Genesis Mendivil

Marketing Manager

Genesis Mendivil joined Efficient Financial and Insurance Solutions (EFIS) in 2020. Genesis manages all marketing related material such as social media posting, scheduling and video creation. Genesis is a marketing expert with over five years of experience working with women-owned businesses.

Genesis was born and raised in Orange, California where she is actively involved in the community. She is a graduate of California State University, Fullerton where she obtained a Bachelor's degree in Public Administration and Minor in Sociology.

Disclosure

Monica Rangel is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0E81456), FL, MI, MO, NV, NY, OH, OK, SC, TX, and UT. No insurance business may be conducted outside the states referenced.

Monica Rangel is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2400 E Katella Ave Ste 800, Anaheim, CA, 92806, 714-343-5256. In this regard, this communication is strictly intended for individuals residing in the states of CA, NV, NY, OK, TX, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Monica Rangel is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, NV, NY, OK, and UT. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Efficient Financial & Insurance Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Efficient Financial & Insurance Solutions nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​