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 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 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.
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.
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.