About Elios Insurance Agency
From Accounting & Finance
To Protecting Retirements
Credentials & Licenses
- Enrolled Agent (EA) — IRS Authorized
- Series 63 — Securities License
- Series 65 — Investment Advisor Rep
- Licensed Insurance Professional (2025)
- 20+ Years Accounting & Finance
- Southern California Based
My Story
Why I Launched
Elios Insurance Agency
I spent more than 20 years in accounting and finance — working with individuals, businesses, and retirees on taxes, financial planning, and everything in between.
Over those two decades, I kept seeing the same pattern: people who had saved diligently, done everything right, and still weren't protected against the risks that actually derail retirements. Market crashes. Living longer than their plan anticipated. Healthcare costs that wiped out what took a lifetime to build.
In 2025, I decided to do something about it. I earned my insurance licenses, completed my Series 63 and 65, and launched Elios Insurance Agency — specifically focused on giving retirees 65+ in Southern California a guaranteed income floor they can never outlive.
My accounting background is what sets me apart. As an IRS Enrolled Agent, I understand not just how to protect your income — but how to protect it efficiently, in a way that works with your tax situation rather than against it.
My approach hasn't changed from my accounting days: listen carefully, explain clearly, and only recommend what genuinely fits your situation. No pressure. No jargon. Just an honest conversation about your retirement.
Schedule Your Free Review →The Elios Difference
Listen First
Before I recommend anything, I take the time to understand your income, expenses, concerns, and goals — in that order.
Educate Clearly
No jargon. No confusing product names. I explain every option in plain English so you can make an informed decision.
No Pressure — Ever
My free review is exactly that — free. No obligation. You decide if and when to move forward, on your timeline.
Tax-Aware Planning
As an Enrolled Agent with 20+ years of accounting experience, I understand how income protection interacts with your tax situation.
Honest Recommendations
I only recommend what genuinely fits your situation. If an annuity isn't right for you, I'll tell you.
Local & Accessible
Southern California based. Available evenings and weekends to fit your schedule.
Ready To Have An
Honest Conversation?
No sales pitch. No obligation. Just a clear picture of your retirement income options.
Book Your Free Review →