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You're all set! S ee you Sat 8/20/2022, 9am HST Look out for confirmation (email & text). You'll get the webinar's login details and calendar invitation shortly. What's Next? 1. Make sure to add this event to your calendar so you don't miss it.

< Go Back ETATE PLANNING QUESTIONNAIRE Click on the forms to DOWNLOAD YOUR CHECKLITS See if We're a Good Fit for You All of our services start with a complimentary call SCHEDULE YOURS TODAY < Go Back

< Go Back Meet the T eam CLAUDIA MORENO Advisor/Founder Claudia saw a need for relatable and authentic financial planning that isn't intimidating. The need to have someone on your side who provides advice based on YOUR needs, not the needs of a company/agent's selling agenda. And most importantly, the need to have an instant team of professionals (in finances, real estate, estate planning, insurance, and taxes) all in one place looking out for your best interest. So ONE Team Financial Group was born, and now Claudia is fulfilling her dream of helping those who have been underserved. CLICK HERE to read her full bio. BRENDA GARCIA Office Manager Brenda is a prior U.S. Marine and current military spouse. She decided to join the team because she sees this as an opportunity to help families and their future generations get closer to financial success by providing accessible, guided financial literacy that will resonate with their values. She supports the mission by providing administrative support, client customer support, maintenance of investment accounts, and financial plan updates. Brenda is fluent in English/Spanish. When she's not working, she spends most of her time with her Marine husband and high school-age daughter in New Orleans, LA. GLADIS HERRERA Operations Manager Gladis is a retired US Army Master Sergeant and current military spouse. She believes it's important to educate and empower current and future generations to become financially successful and live the life they truly dream of. Gladis joined the team because she wanted to be part of a firm that nurtures its clients and gives them access to all the resources necessary to accomplish their goals. Gladis is fluent in English/Spanish. As an operations manager, she contacts clients to check in, schedule meetings, celebrate special occasions, and ensure questions and needs are being met. When she's not working, she spends most of her time with her Army husband, two college-age daughters, and two children under three in San Diego, CA. OTHER TEAM MEMBERS & PARTNERS TAX PLANNING/CPA Julie Moran, CPA ESTATE PLANNING EncoreEstate LIFE INSURANCE Ethos & Midland National REAL ESTATE ADVISOR Brittany Hampton OTHER TEAM MEMBERS & PARTNERS ESTATE PLANNING EncoreEstate LIFE INSURANCE Ethos & Midland National REAL ESTATE ADVISOR Brittany Hampton TAX PLANNING/CPA Julie Moran, CPA INVESTMENT MANAGEMENT PARTNERS CHARLES SCHWAB - BETTERMENT - TD AMERITRADE < Go Back

Let's schedule your next appointment to start your Estate Plan!

Let's schedule your next appointment!

Upcoming Events What is Estate Planning & Why is it Important? Get the information you need and leave with an action plan to protect what matters most to you. Your estate plan will protect your property, autos, personal belonging, real estate, children/family, and anything else that is important to you! HOW TO START A WILL OR TRUST FROM SCRATCH RESERVE MY SPOT

FINANCIAL PLANING FOR WOMEN& THEIR FAMILIES Taking care of a family is a full time job. There's not always time left to take care other important things. Let us help you. See if We're a Good Fit for You All of our services start with a complimentary consult SCHEDULE YOURS TODAY