Our Team
Randall Giorgi CFP®, CLU®, ChFC®, CASL®
Partner
CA Insurance Lic #0672372
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, a Registered Investment Adviser and a New York Life company.
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 13 grandchildren.
*Neither Central Coast Visionary Insurance & Financial Services, LLC nor Randy Giorgi provides legal or tax advice. Plase consult your professsional advisors regarding your particular situation.
Brad Johnson, CFP®, CLU®, ChFC®, LUTCF®
Partner
CA Insurance Lic # 0C40842
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, a Registered Investment Adviser and a New York Life company.
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.
*Neither Central Coast Visionary Insurance & Financial Services, LLC nor Brad Johnson provides legal or tax advice. Plase consult your professsional advisors regarding your particular situation.
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 40 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.
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 clients to find appropriate Medicare Supplements. She also provides continued service of the plans to the companies and their employees.
Darlene Chavez
Exacutive Assistant
Darlene had four years of banking experience prior to taking a position with a Central Coast investment firm in 1998. She joined our team at Central Coast Visionary Insurance & Financial Services LLC in November 2017.
With over 25 years of experience in executive assistant/office manager positions, Darlene skillfully manages administrative duties and client relations for her colleagues. She is the friendly voice that will greet you when you call, and the familiar smile you will see when you come by the office.
Darlene was born and raised in Orange County CA. She moved to Santa Maria in 1988 and has called it home ever since. Together with her husband Jaime, they have 5 children and 7 grandchildren. They are members at First Christian Church in Santa Maria.