As a Bay Area native with a passion for real estate, I come from a lineage of home builders, and investors. My greatest joy is helping clients find their dream homes, investment opportunities, all while protecting those dreams. With experience spanning the competitive Bay Area market and the 2008 housing crash, I guide clients to avoid pitfalls. After 20 years, I’ve dedicated myself to real estate, life insurance, annuities, and long-term care, offering concierge-level service as a trusted professional.

GBaz@Protonmail.com
License #: 4256556
(415) 225-6656

As a devoted father with nearly a decade of experience as a software engineer, I bring a blend of technical acumen and heartfelt dedication to my role as a life insurance agent. I take pride in fostering teams that innovate and excel in delivering personalized financial security solutions. My mission is to empower individuals to invest in themselves, leveraging my technical expertise and leadership to guide clients toward their financial aspirations with integrity and care.

mishlerfamilylife@gmail.com
License #: 4292379
(619) 517-6779

Edmond (EJ) Lahlouh is a dedicated Licensed Life and Health Agent with WFG/Transamerica. He holds a Bachelor's Degree in Justice Studies from Grand Canyon University and has a decade of experience in football. EJ also contributes to his family's print company, Lahlouh Inc., in Burlingame, CA. Passionate about serving and protecting others, he is committed to helping clients achieve financial security and peace of mind.

ej_lahlouh@yahoo.com
Licence # 4279253
(281) 725-3802
@ej.lalu

Josh has been in the insurance field since 2018 and made the move to help families through Life Insurance in 2023. When he isn't working, Josh enjoys the outdoors and spending time with his wife and daughter. Josh is currently located in sunny San Diego, CA and serves all of Southern California.

Redbeardsrelics@gmail.com
858-200-6730

Meera Balat is an attorney at the law firm Aaron, Riechert, Carpol & Riffle, APC ("ARCR") located in Redwood City, California. She specializes in California estate planning, probate, trust administration, guardianship, and conservatorships.

Before starting her career at ARCR, Meera graduated Cum Laude from the University of San Francisco School of Law in 2018, where she was a member of the McAuliffe Honor Society and earned a CALI Award for Excellence in Community Property.

She is a court-appointed member of the Independent Counsel Panel for both the San Mateo County Superior Court Trust and the Santa Clara County Superior Court for Probate and Conservatorship Matters. In addition, she currently serves as the Assistant Treasurer of the Estate Planning, Trust, and Probate Section of the San Mateo County Bar Association and the Board of Directors of the Women Lawyers Section of the San Mateo County Bar Association.

mbalat@arcr.com
333 Twin Dolphin Drive, Suite 350
Redwood City, CA 94065
(650) 368-4662
(650) 367-8531
www.arcr.com

As an enthusiastic & dedicated financial advisor and life insurance agent, I am committed to helping my clients achieve their financial and life insurance goals. After over three decades as a client and owner of various life insurance policies and financial investments, I knew there had to be a better way to protect a family’s future financial security and help create & preserve generational wealth. I help do so through expert advice, proper planning, and the use of Indexed Annuities, Retirement Strategies, Indexed Universal Life Insurance, and the tax-free transfer of wealth.

Whether it is helping families achieve financial security, providing peace of mind through life insurance, or protecting businesses from risk, it is my mission to lead the way through time tested and proven solutions.

pdecosta.financial@gmail.com
(925) 628-5554

As an enthusiastic & dedicated financial advisor and life insurance agent, I am committed to helping my clients achieve their financial and life insurance goals. As a client and owner of various life insurance policies myself, I know the importance of protecting a family’s future financial security and helping to create & preserve generational wealth.

I have been able to provide security to families, through expert advice, proper planning, and the use of Indexed Annuities, Retirement Strategies, Indexed Universal Life Insurance, and the tax-free transfer of wealth.

Whether it is helping families achieve financial security, providing peace of mind through life insurance, or protecting businesses from risk, it is my mission to lead the way through time tested and proven solutions.

(925) 303-0234
alyssa.decosta@sbcglobal.net