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 has been working with our company on our Life and Health insurance for several years now. He has been instrumental in helping us reduce costs on our policies, while keeping great coverage.

Peter Gorham
Model A Fitness

Our Planning Services For:

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