Defined Financial Planning, LLC - San Rafael (CA)

Kevin Omara We needed insurance for our new home. Gloria came to our rescue, she is a rock star. Gloria found us both a home insurance policy and earthquake insurance for less than we were being quoted for just our home insurance. If you want a great professional friendly insurance agent that’s get the job done. Gloria is your new agent. Give her a call you won’t be disappointed.

Naomi Petersen What an amazing and professional person William Peterson is! He is very knowledgeable about financial planning, hes very passionate about helping others. There is no situation he will turn away and he makes everyone feel valued no matter what their financial situation is. You will be in good hands when having his help and guidance.

Scott Griest Very easy to set up an account with them. Also have a great portal to enroll and customer service reps pick up the phone quickly. Happy client.