Street Address:
5589 Winfield Blvd
Suite 210
San Jose, CA 95123
Mailing Address:
5589 Winfield Blvd Ste 210
San Jose, CA 95123-1219
Landmark:
Across the street from Sears @ Westfield - Oakridge Shopping Mall
Phone Numbers:
Phone: (408) 268-8600
Fax: (408) 268-0838
Office Hours:
Mon-Fri 8:30 am to 5:00 pm
After Hours by Appointment
License: 0B84735
My background and achievements
- Over 22 Years Experience with State Farm
- Chartered Financial Consultant (ChFC) designation
- Chartered Life Underwriter (CLU) designation
- Chartered Property & Casualty Underwriter (CPCU)
- Focusing on risk management & protecting assets
- We welcome new residents & assist in relocations
- Sonoma State University Graduate, B.A.
- San Jose & Hispanic Chamber of Commerce
- National Association of Life Underwriters
- Bilingual - Spanish
- Long time resident of San Jose
- World Without Cancer - charity sponsor
- Diabetes Foundation sponsor
- YMCA sponsor
Meet the team
- Carol Livingston - Office Manager - Lic# 0767350
- Stephanie Johnson - Insurance Account Representative - Lic# 0G55145
- Brittany Warner - Office Associate
Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We focus on helping our clients build, manage, and protect their assets. We make it a priority and will take the time to get to know our clients and their specific needs so that we may offer a personalized plan. Periodic reviews are offered and recommended to make sure our clients are getting the right discounts and staying current and on track with their goals.
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