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Our team of professionals is here to assist you.


Roger M. Muñoz
Founder and Principal

BRE Lic # 01438050

DOI Lic # 799727

With 25 years of Real Estate, 15 years of Mortgage and 24 years of Financial Services Experience, I feel uniquely qualified to assist you in achieving the best strategy for your real estate investing and financial goals.

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Mayra S. Perry
Co-Founder & Financial Services Professional

DOI Lic # 0J20092

My main priority is to help demystify life insurance.  These products can be used in a myriad of ways, either for legacy building, protecting your assets or helping you achieve a successful retirement.

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Dawn Frobenius
Real Estate & Financial Services Professional

BRE Lic # 01772184

DOI Lic # 0L90005

I've spent the last 14 years working in real estate.  I enjoy helping families become part of the American Dream of Homeownership.  I qualified and received my Life Insurance License in 2017 because I saw a need that my clients had and I wanted to be the one to help them protect, not only their family but themselves.

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Our Next Superstar

Real Estate or Financial Services or both?

Could your picture and description go here?  If you've ever thought about a career in Real Estate or Financial Services, we are always excited to speak to you.

Put our team to work for you!  CAll us!

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