Our Team

Randall Giorgi CFP®, CLU®, ChFC®, CASL®

Partner

Randy Giorgi is a co-founder and Partner of Central Coast Visionary Insurance & Financial Services, LLC. Since 1998, they have focused on wealth transfer and business succession planning using state-of-the-art estate planning techniques to analyze and to monitor their clients' estates.

He joined New York Life, as an agent, in October of 1984.

Randy received his B.A. degree in business administration from California Lutheran University. He is a member of the National Association of Insurance and Financial Advisors and a Financial Adviser with Eagle Strategies LLC. 

Randy is a fourth generation native of Santa Maira and has resided on the Central Coast all his life. While growing up in the cattle business, the problems of passing land from one generation to the next encouraged Randy to become a Certified Financial Planner™ professional. Randy has also earned Chartered Life Underwriter® and Chartered Financial Consultant® designations from the American College.

Randy  married his high school sweetheart in August of 1979 and have raised all four of their children in the Santa Maria Valley.  As of today, Randy and his wife Cindy are the proud grandparents of 12 grandchildren.

CA INSURANCE LICENSE# 06772372

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Brad Johnson, CFP®, CLU®, ChFC®, LUTCF®

 

Partner

Brad Johnson is a co-founder and partner of Central Coast Visionary Insurance & Financial Services, LLC. Brad joined New York Life, as an agent, in 1998. In September of 2005, Brad and Randy Giorgi formed Visionary Insurance & Financial Services, a firm that focuses on wealth transfer and business succession planning using state-of-the-art estate planning techniques to analyze and monitor their clients' estates.

Brad received his B.S. degree in business administration from California Baptist University. Brad is also a member of the National Association of Insurance & Financial Advisors and a Financial Adviser with Eagle Strategies LLC.

Brad has earned his Certified Financial PlannerTM designation from the Certified Financial Planner board of Standards, Inc. Brad has also earned, from the American College, the designations of Chartered Life Underwriters®, Chartered Financial Consultant® and Life Underwriter Training Council Fellow®.

Brad, his wife Barbara and son Chase currently reside in Santa Maria, CA.

CA INSURANCE LICENSE# 0C40842

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Mona Vargas

Director of Operations

Mona has worked for Central Coast Visionary Insurance and Financial Services LLC since 2004. Prior to joining the firm, Mona worked in the General Office of New York Life in Oxnard, CA for 15 years.

Mona brings her expertise to the business to help our clients. In addition to her vast knowledge of New York Life products and services, she is a Notary Public, a service provided for our clients.  She is a wonderful addition to the growing business. 

Mona keeps very busy with her family functions between Santa Maria and Santa Barbara.

Mona lives in Santa Maria with her husband of over 30 years, Luis.  Mona and Luis have a daughter Shawnte', a son Junior, daughter-in-law Vanessa and precious grandchildren Melina, Jasmin and Grayson that also live in Santa Maria.

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Kathy Brown

Executive Assistant

Kathy has worked for Central Coast Visionary Insurance & Financial ServicesLLC since 2008. Because of her husband actively serving in the Air Force for 26 years, she has worked at a variety of businesses and schools, therefore, she brings a variety of job skills to our office. 

Kathy is the keeper of the calendars, schedules all appointments, and tries to keep everything running smoothly where appointments and phone calls are concerned.  She works on all our special projects and if our office needs to get in contact with you, chances are Kathy will be the one to contact you.

Kathy and her husband are very involved at First Baptist Church in Santa Maria where Kathy has been involved in the children's ministry of AWANA ministry for the past 20 years.

Kathy and her husband Jerry married right out of high school and have been married for many years.  All three of their daughters graduated from Valley Christian Academy in Santa Maria. Their oldest daughter lives in Missouri while their other  two daughters live in Santa Maria. Kathy and Jerry are the proud grandparents of four cute little grandchildren.

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Barbara Johnson

Health Benefits Coordinator

Barbara joined Central Coast Visionary Insurance & Financial Services LLC in January of 2010.  Barbara is a graduate from the University of California, Davis, with a B.S. in Chemistry. Her experience inclues 13 years as an environmental engineer at Vandenberg Air Force Base.

As the Health Benefits Coordinator, Barbara works with our clients to find appropriate perfect group health plans for their companies. She also provides continued service of the plans to the companies and their employees.

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Joe Vernon

Registered Service Assistant / Health Benefits Professional

In 2010, Joe joined our office as Registered Service Assistant.

Joe's strengths in math & science in addition to his experience swimming and lifeguarding led him to study kinesiology at both  Allan Hancock College, Santa Maria, and California Polytechnic State University, San Luis Obispo.  Joe earned the rank of Eagle Scout in 1997 as a member of the Boy Scouts of America.

Joe is a first generation native of the Central Coast, having been raised in the Five Cities area of San Luis Obispo County.  Joe lives in Orcutt with his wife Rose, their three daughters and their son.  Joe and his family are active members at Grace Baptist Church in Santa Maria. Currently, Joe is actively involved in the church's AWANA program as an AWANA leader and also serves as a church deacon.

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Joshua Luttman

Financial Services Professional

 

Joshua Luttman is a Financial Services Professional with Central Coast Visionary Insurance & Financial Services, LLC. Joshua joined New York Life, as an agent, in 2016. He previously served as a Police Officer for the City of Bellevue in Washington State and as a Captain in the Army Reserves.

Joshua received his B.S. degree in law and justice from Central Washington University.

Joshua is married to his wife Crystal, whom he has known since infancy, and has two young boys of unbridled energy. 

CA INSURANCE LICENSE# 0L24545

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