Innergy Financial

Innergy Financial At Innergy Financial and Insurance Services, we help people develop a strong, healthy relationship with their money. License #6002672

05/31/2026

How to become a Family Bank using a Living Trust and a Cash Value Life Insurance Policy.

05/28/2026

Life moves faster than we think. The years ahead are limited—but the possibilities within them are endless. Stay focused, be intentional, and make each day count toward the life you truly want.

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our freedo...
05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our freedom. 🇺🇸

Their courage, service, and dedication will never be forgotten. Today, we remember our heroes and extend gratitude to the families who carry their legacy forward.

Wishing everyone a safe and meaningful Memorial Day. ❤️🤍💙

05/22/2026

What is an IUL?

Back by popular demand! Got Trust Issues?! Let's talk about them. Chula Vista community, family and friends, it's time t...
05/18/2026

Back by popular demand! Got Trust Issues?! Let's talk about them.

Chula Vista community, family and friends, it's time to protect what matters most! Most people think a will is enough, but without a Living Trust, your assets could still end up in a lengthy (and expensive) probate court process.

Join me and my partner, David Cardenas with Realty One Group for a FREE educational workshop designed to simplify estate planning for you.

Event Details:
🎤 Topic: The Importance of a Living Trust
🗓️ Date: Wednesday, May 20th
⏰ Time: 6PM
📍 Location: 310 Third Ave., #3 Chula Vista, CA 91910
💎 Cost: 💯 FREE to the community, family and friends

​What you'll learn: 👉How to avoid the California probate process. 👉The difference between a Will and a Living Trust. 👉How to ensure your legacy goes exactly where you want it to and to whom. 👉Steps to protect your family's financial future.

Space is limited so we can keep this session interactive and personal. Don't leave your family's future to chance!

DM us "TRUST" to save your seat.

05/16/2026

Money starts in the mind.
Your beliefs shape how you earn, keep, and grow it. Shift your identity, transform your thinking, and you can transmute your relationship with money into opportunity and abundance.

05/15/2026

The people around you matter.
Surround yourself with those who aim higher, uplift others, and bring genuine, positive energy. Growth becomes natural when everyone is pushing forward together.

05/14/2026

Time is one of your greatest assets—use it wisely.
What you feed your mind daily shapes your future. Choose growth, stay consistent, and invest in becoming better every day.

05/13/2026

Your mindset shapes your path. When you focus on growth, learning, and self-development, you begin to see challenges as opportunities to become better every day. A strong mindset builds a stronger future.

05/12/2026

Growth begins with a clear vision. When you write down your goals, you turn ideas into a plan and give yourself something to work toward every day. Small steps, clear goals, and consistent action lead to real progress.

Address

1855 1st Avenue Suite 103
San Diego, CA
92101

Telephone

+18587514482

Website

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