At Efficient Financial and Insurance Solutions, we specialize in guiding hard-working, passionate people through life's transitions with confidence. The people we serve are 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.
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 an 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, success, 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 joined EFI Solutions in 2022. She manages client services and is the primary point of contact for clients for all administrative and operational needs. Prior to joining EFI Solutions, 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 Mendivil joined Efficient Financial Solutions in 2020. Genesis manages all marketing-related material, such as social media posting, scheduling, and video creation. Genesis' expertise is marketing with over five years of experience working with women-owned businesses. Her passion lies in helping small businesses achieve success through effective marketing strategies.
Genesis was born and raised in Orange, California where 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 a Minor in Sociology.
2400 E Katella Ave, Suite 800
Anaheim, CA 92806