Why Choose Us?

Misa Financial is an Independent Firm that provides customized insurance and investment planning. We are detail oriented and focused when we interact with our clients. Having an independent firm on your side is very powerful since we do not belong to one company.

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Testimonials

Christian takes the time to listen and understand your concerns. His knowledge of life insurance and investments is impressive.

Louis Mercurio
Owner and Creative Director, Mercurio Design

Our Planning Services For:

  • Individuals & Families
  • Employees & Employers
  • Wealth Management
  • Strategic Sports Planning