About Premier Synergy Financial LLCOur priority is to provide our potential clients with the most competitive opportunity to obtain quality life insurance. We can help you find the right coverage from one of the many highly rated companies we deal with. The fact that we are independent gives us the ability to do business with multiple insurance companies. We will help match you with the right company tailored specifically to meet your needs.
We are excited to assist you in your quest to find the right coverage. To speak directly with an experienced adviser, simply give us a call anytime or feel free to utilize any of the interactive tools offered throughout the site. We look forward to working with you. |
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The Premier Synergy Financial Team
Managing Director
Manuel Rodriguez has close to a decade of experience in the insurance and financial services industry. Studied Business Administration in the B.A, Bachelors program at CSUSB. Licensed by the California Department of Insurance (0I50292). Licensed by the California Bureau of Real Estate (01943764). Manuel has created many network relationships in an effort to provide every one of his clients options. Manuel's philosophy is that there is no substitution for knowledge. "Helping others realize their dreams will allow you to realize yours" Direct contact 909 496 1916 |
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Senior Financial Consultant
Jerry Diaz, CA DOI LIC # 0L47269. Jerry is a seasoned advisor with a vast amount of knowledge in financial services.He is motivated by helping protect working families financially. Through his professionalism and product knowledge, Jerry is able to help families protect their most valuable assets and help plan for their financial future. Jerrye works hard to provide the best available options uniquely tailored to each family he works with. Direct Contact 714 615 7804 |
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Senior Financial Consultant
Karla Martinez CA DOI lic # 0L73351. Karla is the epitome of an industry professional. Karla takes pride in being able to inform, educate, and better her clients situation. As a broker in the insurance industry, Karla understands that every individual is different and therefore requires special attention. Karla, a former educator, is channeling her passion of helping others by way of financial services. Karla is currently in the process of obtaining her Masters degree. Direct contact 951 544 5372 |
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Senior Financial Services SpecialistDermy FunesDermy Funes is a financial services consultant located in Redlands, CA. She had developed and refined a process that charts out a road-map to her client’s financial independence. This process takes a look at where they’ve been, takes note of where they are now, and takes them to where they want to be in the future. Bilingual, fluent in English and Spanish.
CA License: 4087836 951 999 0619 |