Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Gilbert Garcia, CFP®, RICP®

CERTIFIED FINANCIAL PLANNER™

(209) 762-5971

gilbertgarcia@vgcapital.net

Gilbert Garcia is the Managing Member of VG Capital Financial Services LLC and the Managing General Agent that trains the financial firm's Insurance Agents and Advisors. He is also an Investment Advisor Representative for Fusion Capital

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John M. Peterson, RICP®

Financial Advisor

(209) 482-1851

johnpeterson@vgcapital.net

John Peterson is a member of VG Capital serving the community in creating retirement strategies. He is also an Investment Advisor Representativefor Fusion Capital Management, a Registered Investment Advisory Firm.FINRA Series 65...
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Regina Alvis, LUTCF®

Relationship Marketing

(209) 914-2605

reginaalvis@vgcapital.net

I have been a licensed insurance agent since 2008, servicing mainly San Joaquin county and neighboring areas and within California and Nevada.   I treat my clients and future clients as members of my family. It would be an...
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Cecilia Pena, RICP®, LUTCF®

Independent Agent

209-451-9210

ceciliapena@vgcapital.net

I educate and serve hardworking, committed parents who care about their children’s future and want to provide their families financial peace of mind. As a trusted advisor, my personal goal is to be a lifetime resource for my...

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Leyne Fernandez, LUTCF®

Independent Agent

209-762-5966

leynefernandez@vgcapital.net

To be your Financial Resource of choice - through integrity, trusted relationships and exceptional customer service. As a Financial Professional, and serving the Central Valley and surrounding areas, almost all of my business comes...

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Francine Naas, LUTCF®

Independent Agent

408-981-3608

francinenaas@vgcapital.net

My goal is to build long-term relationships with individuals, family, Business Owners and Companies in an effort to help people realize important life goals through conscientious financial strategies and quality...
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Leo Biscocho

Independent Agent

209-483-9417

leobiscocho@vgcapital.net

Leo Biscocho is an experienced professional with a strong background in the Insurance, Real Estate, and Financial Industries. He obtained his insurance license in 1998 and has since expanded his expertise by acquiring series 6, 63, and...

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Tara Khor

Independent Agent

(209) 507-1380

tarakhor@vgcapital.net

I am a Life and Health Insurance Agent that provide services in the San Joaquin and Stanislaus counties. I am very committed to my work and I take pride in what I do and have managed my business with respect and integrity. My goal is...

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Rey Dela Cruz

Independent Agent

209-762-5972

reydelacruz@vgcapital.net

I am an Independent Agent of VG Capital Financial Services LLC. As a local agent serving the county of San Joaquin, I am also a Licensed Life and Health Insurance Agent for the Sate of California. It is my honor to serve your family...
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Roy Ramos

Independent Agent

209-762-5998

royramos@vgcapital.net

Serving the Central Valley as a Life & Health Insurance Resource and also as a Real Estate Professional for over 10 years. Retired from Federal Civil Career with over 31 years primarily in the satellite communication networks. Happily...
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Royce Taasin

Independent Agent

(209) 662-2657

roycetaasin@vgcapital.net

Hello, my name is Royce and I am an Independent Agent with VG Capital.  I am passionate about helping people protect themselves and their families.  I believe everyone should understand and be aware all of the different...
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Mark K. Kerns

Independent Agent

925-597-1315

markkerns@vgcapital.net

Dedicated to those I work with. Honest, helpful, and courteous to everyone I meet. Doing what is right for the client and putting others first is more than a statement. It is my passion.As your trusted Financial professional. I am...

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Elizabeth Cacanindin

Independent Agent

(510) 367-6713

elizabethcacanindin@vgcapital.net

My name is Elizabeth Cacanindin and I am an Independent Agent with VG Capital.  I have been in the insurance industry since 2006.  Prior to being an Agent, I worked in various law firms as a Legal Secretary, Paralegal and Law...

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Lena Phan

Independent Agent

510-708-1878

lenaphan@vgcapital.net

Greetings! My name is Lena Phan and I am an Independent Agent with VG Capital. I have been in the insurance industry since 2007 and am honored to be of service to you and your family. I grew up in the Bay Area and love the beauty of...
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Larry Hunt

Independent Agent

209-985-1471

larryhunt@vgcapital.net

Larry Hunt currently works with numerous A+ rated companies to help educate his clients and to achieve their individual unique goals in the area of wealth and health. I am an experienced professional who has successfully helped many...
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