You Deserve To Live Financially Free.

Choose us to be your financial life Agent, guiding you to a bright financial future.

Yellowbrick Financial

We are your financial planning experts helping to secure your financial future.

We give our professional advice to guide you to the best financial decision.

At Yellowbrick Financial we believe having a secure financial plan is paramount to a quality life. Therefore, we are dedicated to providing our clients with the best possible coverage by working to understand your current needs and future plans, for yourself and your family. Our services range from, life insurance, 401k plans, Annuities, and financial planning. Discover how we can help you today.

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LEARN ABOUT OUR SERVICES

Financial Planning

As financial advisors we take a comprehensive look at your financial situation to build a specific financial plan to reach your goals. Our service aims to empower you to make an informed financial decision and match you with the right solution.

401K Planning

Our advisors help you design a 401K plan to meet the needs of your workforce and provide cost savings for you and your company. We find flexible investments and the right offering for you.

Annuity

Annuities can be a great way to supplement your retirement income. If you’re considering purchasing an annuity, it’s important to understand how they work and what the pros and cons are before making a decision.

Life Insurance

One of the most important things to consider when planning your retirement is to make sure that you have enough money saved up so that you can live comfortably in retirement.

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HEAR FROM OUR CLIENTS

The team at Yellowbrick put my mind at ease and ensured I was able to accurately understand my financial plan.I am grateful for the education and guidance throughout this process.

Natalie Madrigal

Gene and team are amazing. I was overwhelmed about what life insurance plan was best for me. Gene was patient with all my questions. He was never trying to over sell me, instead I was educated and given sound options for my age and life status. I'm happy I choose Yellowbrick Financial. Wishing Gene and team all the best.

Pro Hurd

It wasn't until meeting the team at Yellowbrick that I was able to accurately understand the material that I was given and to find out that it was incorrectly set up! I am so grateful for the wisdom, easy to understand, consistent energy I always receive. I am now on track to financial freedom and a sound financial plan.

Alexis Holifield

The team really goes above and beyond to ensure clients are given accurate and helpful information to make the most informed decisions about our future.

Samantha Martinez

Companies we have worked with

A Real Story

“ I know what its was like for us not having.”

As a young girl. Carla’s mom was unfortunately killed in an accident. Leaving her and her siblings with no financial support to recover from such a traggic loss. Now as a successful business woman with a family of her own, she came to Yellowbrick Financial to ensure she had a plan in place. Carla already understanding the value of needing a quality life insurance policy contacted us to ensure she had the proper coverage, now if in the event of the unfortunate she has no worries that her children will have the financial support they will need.

Our Leadership

Who is Gene Santos

Gene Santos

Founder

Born first-generation American, Gene’s parents instilled within him the value of hard work and dedication.
“My father was a lifelong educator, he taught me the pursuit of knowledge and practice is the proven way to be successful and add value to society.”

The 2008 financial crisis left a lasting impression on Gene’s perspective. Family members, close colleagues, and the public alike were all affected during this time and making understanding finance a driving factor that has shaped his career.

“Fundamentally I knew what needed to be done. People needed help with
understanding our country’s complex system of protecting and growing their wealth. I desired to be the one to help.”

Years of mentorship prepared Gene to create the company he leads this present day. Now Gene and his dedicated team of professionals have made it their mission to contribute essential pecuniary guidance.