Momentum Financial & Insurance Svcs. LLC

Momentum Financial & Insurance Svcs. LLC Momentum Financial and Insurance Services LLC, Momentum Financial and Insurance services LLC.

is a full services financial planning practice serving San Diego CA and surrounding areas.

As Memorial Day approaches, we encourage our community to take a moment to reflect on the courage and sacrifice of the s...
05/25/2026

As Memorial Day approaches, we encourage our community to take a moment to reflect on the courage and sacrifice of the service members who gave their lives in defense of our country. Their dedication makes the freedoms we enjoy possible.

Our office will be closed on Monday, May 25, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26, and our team will respond to any messages as soon as we return.

We wish everyone a thoughtful and respectful Memorial Day.

As Mother’s Day approaches, we want to recognize the mothers, grandmothers, and maternal figures who bring strength, gui...
05/10/2026

As Mother’s Day approaches, we want to recognize the mothers, grandmothers, and maternal figures who bring strength, guidance, and stability to the families and communities we serve.

At Momentum Financial and Insurance Services, we’re honored to support so many families in their financial planning and retirement planning journeys — and we know the role these remarkable women play in building a secure future.

We hope your day is filled with appreciation and meaningful moments.

Happy Mother’s Day from our team at Momentum Financial and Insurance Services.

Graduation season is here, and our team at Momentum Financial and Insurance Services is proud to celebrate the hard‑work...
05/06/2026

Graduation season is here, and our team at Momentum Financial and Insurance Services is proud to celebrate the hard‑working graduates in our community.

From preschool milestones to advanced degrees, each step represents dedication, growth, and new opportunities ahead. These moments also open the door to important considerations about long‑term goals, planning for the future, and building a strong financial foundation.

We wish every graduate clarity, confidence, and momentum as they begin their next chapter. 🎉

How are you celebrating the graduates in your life this year?

In honor of Cinco de Mayo, our team at Momentum Financial & Insurance Services is sharing a simple and delicious Chicken...
05/05/2026

In honor of Cinco de Mayo, our team at Momentum Financial & Insurance Services is sharing a simple and delicious Chicken Enchilada Dip recipe from Delish. It comes together in about 30 minutes, making it a great addition to your celebrations.

As you enjoy the festivities, we hope this adds a little extra flavor to your day. If you try the recipe, we would love to hear how it turned out.

Recipe: https://www.delish.com/cooking/recipe-ideas/a49954/chicken-enchilada-dip-recipe/

In honor of Financial Literacy Month, let’s put your knowledge of credit scores and emergency savings to the test and se...
04/22/2026

In honor of Financial Literacy Month, let’s put your knowledge of credit scores and emergency savings to the test and see how sharp your financial know-how really is. Swipe through, take your best guesses, and check your answers.

If you need help turning financial knowledge into actions, give us a call. We are here to support your financial journey.

Money Smart Week is a great time to refocus on the financial decisions that build long-term wealth. After all, thoughtfu...
04/15/2026

Money Smart Week is a great time to refocus on the financial decisions that build long-term wealth. After all, thoughtful planning today helps protect both lifestyle and legacy tomorrow. Swipe to learn a few key smart money moves.

If you'd like to explore which smart money moves make sense for your situation, our team is here to help. Give us a call today.

April is Financial Literacy Month, making now a perfect time to refresh your knowledge about a few aspects of your life ...
04/08/2026

April is Financial Literacy Month, making now a perfect time to refresh your knowledge about a few aspects of your life insurance policy. These policies aren’t just a tool to take care of your family after you’re gone; they are also an important part of your financial picture during your lifetime. Swipe for a few common questions that can help.

If you have specific questions about your policy or want to schedule a review to make sure your coverage is keeping up with your needs, give us a call. We’re here to help guide you.

Christ the Lord is risen! May your spirits be lifted and your hearts filled with the warmth of God’s love. From our fami...
04/05/2026

Christ the Lord is risen! May your spirits be lifted and your hearts filled with the warmth of God’s love.

From our families to yours, Happy Easter!

Feeling extra lucky this St. Patrick’s Day 🍀 We couldn’t let the day pass without saying how grateful we are for the won...
03/17/2026

Feeling extra lucky this St. Patrick’s Day 🍀 We couldn’t let the day pass without saying how grateful we are for the wonderful clients who make our work so rewarding all year long.

Thank you for your trust, partnership, and support. Here’s to more success, good fortune, and plenty of reasons to celebrate ahead!

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available ...
03/12/2026

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available to you, especially when it comes to funding your IRAs and HSAs. Swipe through to learn more.

If you want to talk through your options and make sure you’re making the most of your contributions before tax day, give us a call.

Address

11770 Bernardo Plaza Court, #466
San Diego, CA
92128

Opening Hours

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

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