KSWZ Insurance Services

KSWZ Insurance Services I provide unbiased, personalized financial advice and solutions that will enable you to achieve your financial goals.

Helping you create a plan that gives you the freedom to focus on what matters most is my goal. In a highly volatile financial world, I provide a conservative approach to savings and retirement. I assist Clients looking for a low risk and/or guaranteed income. I help middle Americans build a financial future with money they didnt even know they had!!

Awesome, but emotional, day yesterday with back to back Human Trafficking events.  First the HT San Diego Radar Research...
05/23/2026

Awesome, but emotional, day yesterday with back to back Human Trafficking events.

First the HT San Diego Radar Research meeting where we got great promising news about the training thats going on in our schools finally (except for in No County sadly, gotta work more in those schools) and then the annual Bilateral Safety Corridor Angels Awards luncheon with our amazing Badass DA 💙🙏💙 she is a force to be reckoned with, her team is doing amazing work, I am so proud and honored to call her a friend

I still remember connecting her with my amazing sister in Cambodia yrs and yrs ago, .mam , who is fighting trafficking there, where I started my HT work way back in 2009. 💙🙏💙

Two amazing special ladies, angels on earth. Thank you for the work you and your team does!!!

Wanna join me next time for either of these events or meetings? DM me for the 411!

Happy Thankful Thursday friends!  And Happy International Tea Day!  I have a private FB group for ladies who enjoy high ...
05/22/2026

Happy Thankful Thursday friends! And Happy International Tea Day!

I have a private FB group for ladies who enjoy high teas. Let me know if youd like to join us sometime ladies.

What are you grateful for today? Plz post below ⬇️

Im grateful for the beautiful gift of tea I got today at Rancho Santa Fe Business & Professional Womens lunch meeting! Thank you ladies 🙏💙



Wanna join me next time at RSFbpw? DM me for the 411!

Have a great holiday weekend!!

Save The Date friends!!!Money 101 San MarcosTuesday, June 16, 2026 6:00 PM - 8:00 PMThe Old Spaghetti FactorySan Marcos ...
05/21/2026

Save The Date friends!!!

Money 101 San Marcos
Tuesday, June 16, 2026 6:00 PM - 8:00 PM
The Old Spaghetti Factory
San Marcos CA

Come learn the 6 principles of money you should have leanred in school but didnt!

Our mission is to spread awareness about Living Benefits life insurance, while also helping solve clients' tax-free retirement, mortgage protection, small business planning, and estate planning needs.

My AAPI roots shaped the way I serve people.
As an Asian American woman in financial services and humanitarian work, I w...
05/21/2026

My AAPI roots shaped the way I serve people.

As an Asian American woman in financial services and humanitarian work, I was raised with values of resilience, sacrifice, service, and community.

I learned early that success isn’t just about building wealth — it’s about protecting families, honoring legacy, and creating opportunities for others.
Those values shaped how I lead my business today.

I believe in education over pressure.
Relationships over transactions.
And helping people feel seen, heard, and empowered.

Whether I’m helping families understand living benefits, connecting people to opportunities, or advocating for human dignity around the world — my roots remind me that true success means lifting others as we rise.

And for that, I’m deeply grateful. 💙🙏

www.KatherineZacharias.com

Hello friends and Happy 🌮 Tuesday!!Tomorrow night Im cohosting Money 101!!6pm pacific on zoom or live in person in San M...
05/20/2026

Hello friends and Happy 🌮 Tuesday!!

Tomorrow night Im cohosting Money 101!!
6pm pacific on zoom or live in person in San Marcos, CA 🍝
Dinner’s on me!!

Most of us attend school for more than a decade to learn about reading, writing and arithmetic –but never about our finances!

Come learn the 6 Principles of Money 💰and a few Money tips Wall St wont share with you!

DM to RSVP or say “Im in” 🙋🏻‍♀️ with either “Zoom” or “live” below and I will send you the info!!

Have a great night!!

Best week ever in Vegas, met more birth fam I hadn’t met before 🙏💕💙💜💗🙌Miss them all so much already 🥲🥲🥲🥲🥲
05/18/2026

Best week ever in Vegas, met more birth fam I hadn’t met before 🙏💕💙💜💗🙌

Miss them all so much already 🥲🥲🥲🥲🥲

Struggling to Keep Up with Content Creation and the rapidly changing world of Ai? You know you need to show up online, b...
05/15/2026

Struggling to Keep Up with Content Creation and the rapidly changing world of Ai? You know you need to show up online, but creating content takes forever—brainstorming ideas, writing captions, designing graphics… it’s exhausting.
And the worst part? After all that effort, your posts still don’t get the engagement or conversions you want.
Good news: There’s a better way!

My friend and AI Coach since 2021, , has the AI Content Club and will walk you through her system to create a month’s worth of high-converting content in just 2 hours!
With AI-powered tools and step-by-step training, you’ll eliminate content overwhelm, streamline your process, and focus on growing your business.
Want to check it out?

https://mollymahoney.samcart.com/referral/aclub/137KoSb1G6kXohuz
Link in bio too!!

Happy Friday friends!! Have a great weekend 🏖️

05/14/2026

Why-family-should-not-be-a-long-term-care-plan

Protect Your Biggest Asset!!If you own a home and pay a mortgage, you probably need mortgage protection insurance. If yo...
05/13/2026

Protect Your Biggest Asset!!

If you own a home and pay a mortgage, you probably need mortgage protection insurance.

If you own a home and are currently paying off a mortgage, it is wise to understand the advantages of mortgage protection life insurance, as well as the risks of not being covered.

What are the benefits you ask?

Financial Protection
Living Benefits &
Peace of Mind

Click here to learn more:

https://katherinezacharias.com/mortgage-protection
Link in bio too

Thank you  Absolutely delicious as always 💙🙏
05/13/2026

Thank you
Absolutely delicious as always 💙🙏

“A lot of people feel overwhelmed financially because no one has ever really sat down and looked at the full picture wit...
05/12/2026

“A lot of people feel overwhelmed financially because no one has ever really sat down and looked at the full picture with them. That’s what I do. I help people organize where they are today and create a realistic plan for where they want to go.”

www.KatherineZacharias.com

Address

San Diego, CA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16192087717

Alerts

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