“Balanced Financials’ attention to detail combined with their ability to explain my options simply and honestly was refreshing. I was assured that I had gotten the income protection I needed, not more not less.”
Michael Makhinson MD, PhD
Who We Are
We are a family run business. A mother and daughter run insurance brokerage based in Los Angeles California we are able to provide services all across the United States. Because we are brokers and not tied to any one company we have the freedom to look at all the products on the market. It is our belief that when shopping for a financial professional look for someone who isn’t beholden to any one company. We will find you products that best suit your needs. We work only with A+ carriers and it’s important to truly understand that finding the right insurance policy be it Life Insurance, Income Replacement or Long term care is not a one size fits all proposition. We are also certified thru the state of California to set up your health insurance on and off the exchanges. including working with your business to set up group health coverage. We have always believed that with the correct information you will make better financials decisions. In fact, we have found that a client will come to us with one question and end up being a client for life. We enjoy the process of educating people about their options. We want to know about you and your families needs so we can not just “sell” you something but rather help shape your future security. If you leave a meeting with us feeling that you understand all your options we know we have done our job correctly.
Rebekah Verdon (left) and Randi Pareira (right) are the team that make up Balanced Financials.
Rebekah Verdon, President of Balanced Financials – is a Chartered Financial
Consultant (ChFC) and a CLU and has been a financial service provider since 1975.She has served on the boards of SFV Bar Association Community Legal Foundation and Women in Business. She has taught the basics of money management at UCLA as well as financial planning seminars around the southland. She has been a consultant and an insurance agent for over 30 years.
Randi Pareira, Rebekah’s daughter and Vice President of Balanced Financials- graduated from UCLA and has been working along side Rebekah for 15 years and has been a licensed insurance agent for close to a decade.
“ Balanced Financials’ attention to detail combined with their ability to explain my options simply and honestly was refreshing .I was assured that I had gotten the income protection that I needed not more not less.” —–Michael Makhinson MD, PhD
What We Do
Our goal is to have you as a client for life. We have found the best way to do that is to earn your trust. For over 30 years we have made it our priority to service our clients like they are family. In that time we have enjoyed the trust of clients who are business owners and professionals. What they all have in common is the need to evaluate their financial situations and goals and we will make sure their financial questions are answered and they get the product that is right for them.
Our Philosophy
At Balanced Financials we believe we have an advantage – our knowledge, experience and integrity. We want to help make your financial future more secure. Decisions are less difficult when combined with knowledge.
Be sure to look at our financial services and contact us for a one on one consultation.