About Us

Founded in 2008, Integrity Independent Financial & Insurance Services has helped individuals, families, and business owners across the United States build greater financial confidence through personalized planning and trusted guidance. With nearly two decades of experience, the firm is known for its client-focused approach, professional service, and commitment to long-term relationships. From retirement and investment planning to life and health insurance solutions, Integrity Financial & Insurance Services provides customized strategies designed to help clients protect what matters most and plan confidently for the future.

^OverviewHow Our Architecture Works For You:

Integrity-Driven Guidance

Trust is the cornerstone of our practice. We operate with a commitment to transparency and ethical standards, prioritizing the alignment of our recommendations with your specific financial objectives and long-term interests.

Strategic Perspective

Meaningful financial success involves more than just investment management. We analyze your entire financial landscape—from retirement readiness to risk management—to develop a cohesive strategy tailored to your life.

Professional Experience

Our team brings a disciplined perspective and deep industry knowledge to the planning process. We continuously monitor market trends and regulatory changes to provide you with relevant, timely support for your journey.

We believe that every individual deserves access to high-quality, professional financial guidance. Our firm was founded on the principle that by putting clients first and listening to their unique stories, we can help them navigate the complexities of wealth with greater clarity and confidence.

Executive Directors

Executive Directos

Aaron Cruz

Executive Vice President

(909) 599-2800 x302

(909) 767-4159

acruz@ifisgroup.com

Alan Cruz

Executive Director

909-599-2800 ext 303

(909) 767-4159

amcruz@ifisgroup.com

Simukai Chideya

Executive Director

(909) 599-2800 ext. 305

(909) 767-4159

schideya@ifisgroup.com

Gabriel Resendez

President & CEO

909-767-4155 ext 310

877-836-9753

gr@integrityifis.com

Advisors

Yadira Anaya

Senior Consultant

909-599-2800

909-921-8300

909-767-4159

yadira@ifisgroup.com

George Bowman

Senior Consultant

310-438-4005 ext. 323

877-836-9753

george@integrityifis.com

Matt Brown

Senior Consultant

909-599-2800

951-536-2227

909-767-4159

matt@ifisgroup.com

Marcus Calderon

Senior Consultant

909-203-7949 ext. 308

877-836-9753

marcus@integrityifis.com

Margarita Cosenza

Senior Consultant

909-457-1319 ext. 319

877-836-9753

margarita@integrityifis.com

Jeremie Cuellar

Senior Consultant

909-406-7317 ext. 317

877-836-9753

jeremie@integrityifis.com

Jacquie Lee

Senior Consultant

Operations

909-767-4155 ext 307

877-836-9753

cherie@integrityifis.com

Our Operations Team plays an essential role in delivering the seamless experience and high level of service our clients have come to expect from Integrity. Working behind the scenes, they help support daily operations, client communications, scheduling, onboarding, and administrative coordination to ensure every detail is handled with care and professionalism. Their dedication, responsiveness, and commitment to excellence help create a smooth and personalized experience for both our clients and advisors every step of the way.

cherie@integrityifis.com

“Great Financial group. All the team at Integrity Financial are a pleasure to work with. Non pressure and eager to help is what you get as well as clarity over your finances and estate picture. I wholeheartedly recommend!”

- Z. Seattle

“As an advisor with 28 years experience who only does retirement planning, I have to say that Integrity Financial and Insurance Services does an amazing job. I've seen first hand how they treat their clients, staff, and family. Even though I'm an advisor I know that my own planning for myself and my family can contain biases. When looking for advice, I sought out their expertise, and added it to my own for the best guidance possible. If you're looking for an advisor to help you plan for your future, look no further. You will get the best solutions possible to make sure your plans and dreams come true. If I'm willing to take their advise, so should you.”

- R. Richey

“The title of his company says it all… Financial & Insurance Solutions... We trust their integrity and are so happy with their expertise.”

- M. Romero

“On behalf of my husband & I we have had a terrific experience in receiving the best in both financial services & legal advice that has helped us tremendously!”

- L. Monfreda

“My experience at Integrity has been nothing short of exceptional. Their commitment to expertise, transparency, and customer-centric approach sets them apart as a financial and Retirement services provider of the highest caliber. I wholeheartedly recommend their services to anyone seeking a reliable partner in securing their financial future. With Integrity Financial by your side, you can rest assured that your financial well-being is in trustworthy hands.”

- R. Lopez

^{Contact Us}Let’s Start a Conversation

Every successful financial strategy begins with listening. Whether you have a specific question about retirement or want a review of your current portfolio, we provide the objective perspective you need to move forward.

Schedule a Call

About Us

OverviewHow Our Architecture Works For You:

Integrity-Driven Guidance

Strategic Perspective

Professional Experience

We believe that every individual deserves access to high-quality, professional financial guidance. Our firm was founded on the principle that by putting clients first and listening to their unique stories, we can help them navigate the complexities of wealth with greater clarity and confidence.

Executive Directors

Executive Directos

Advisors

Operations

Operations

Contact UsLet’s Start a Conversation

^OverviewHow Our Architecture Works For You:

^{Contact Us}Let’s Start a Conversation