
With over 8 years of experience in banking and a strong foundation in accounting, Lisa Garcia brings a well-rounded financial background to every client interaction. Her career has spanned personal banking, small business solutions, bankruptcy support, and commercial account management.
Now a licensed insurance agent, Lisa specializes in life insurance, whole life policies, and retirement planning—offering personalized solutions including IULs and annuities. Her mission is to help families and entrepreneurs build lasting financial security with integrity, clarity, and care.
Lisa is bilingual (English & Spanish) and committed to serving diverse communities with financial education and tailored protection strategies.


This is a type of permanent policy that allows the insured to
accumulate cash value in addition to their death benefit. It can be
setup to help supplement your retirement plan.

This is a safe way to participate in the market's gains while avoiding potential loses and keeping your retirement secure.

Final Expense insurance will cover you for life. Prices are locked and will never increase nor will your policy end. These types of policies are designed to make sure all funeral and other end of life expenses are covered.

This is a type of permanent policy that allows the insured to
accumulate cash value in addition to their death benefit. It can be
setup to help supplement your retirement plan.
To verify my license with the state insurance department, click here:
https://www.insurance.alabama.gov/Licensing/LicensingBio.aspx

To verify my license with the state insurance department, click here: https://www.commerce.alaska.gov/web/ins/

ARIZONA
To verify my license with the state insurance department, click here:
https://difi.az.gov/license-search

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To verify my license with the state insurance department, click here: https://www.myfloridacfo.com/division/agents/

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To verify my license with the state insurance department, click here: https://www.in.gov/idoi/licensing/

To verify my license with the state insurance department, click here: https://iid.iowa.gov/find-a-licensed-agent

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To verify my license with the state insurance department, click here: https://insurance.ky.gov/ppc/new_default.aspx

To verify my license with the state insurance department, click here: https://www.ldi.la.gov/onlineservices/ProducerAdjusterSearch/

To verify my license with the state insurance department, click here: https://www.maine.gov/pfr/insurance/licensees/individual

MARYLAND
To verify my license with the state insurance department, click here: https://www.apps.insurance.maryland.gov/CompanyProducerInfo/ProducerSearch.aspx?NAV=HOME

To verify my license with the state insurance department, click here: https://www.mass.gov/insurance-providers-and-producers

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To verify my license with the state insurance department, click here: https://doi.nebraska.gov/consumer/company-and-producer-search

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To verify my license with the state insurance department, click here: https://www.insurance.nh.gov/

To verify my license with the state insurance department, click here: ttps://www-dobi.state.nj.us/DOBI_LicSearch/

To verify my license with the state insurance department, click here: https://www.osi.state.nm.us/pages/bureaus/producers/license-information/individual

To verify my license with the state insurance department, click here: https://www.dfs.ny.gov/apps_and_licensing/agents_and_brokers/home

To verify my license with the state insurance department, click here: https://www.ncdoi.gov/licensees/insurance-producer-and-adjuster-licensing

To verify my license with the state insurance department, click here: https://www.insurance.nd.gov/producers

To verify my license with the state insurance department, click here: https://gateway.insurance.ohio.gov/UI/ODI.Agent.Public.UI/AgentSearch.mvc/DisplaySearch

OKLAHOMA
To verify my license with the state insurance department, click here: https://www.oid.ok.gov/licensing-and-education/licensee-look-up/

To verify my license with the state insurance department, click here: https://dfr.oregon.gov/help/complaints-licenses/pages/check-license.aspx

To verify my license with the state insurance department, click here: https://apps02.ins.pa.gov/producer/ilist1.asp

To verify my license with the state insurance department, click here: https://www.insurance.alabama.gov/Licensing/LicensingBio.aspx

To verify my license with the state insurance department, click here: https://www.insurance.alabama.gov/Licensing/LicensingBio.aspx

To verify my license with the state insurance department, click here: https://www.insurance.alabama.gov/Licensing/LicensingBio.aspx

To verify my license with the state insurance department, click here: https://www.insurance.alabama.gov/Licensing/LicensingBio.aspx

To verify my license with the state insurance department, click here: https://www.insurance.alabama.gov/Licensing/LicensingBio.aspx

To verify my license with the state insurance department, click here: https://www.insurance.alabama.gov/Licensing/LicensingBio.aspx

To verify my license with the state insurance department, click here: https://www.insurance.alabama.gov/Licensing/LicensingBio.aspx

To verify my license with the state insurance department, click here:

To verify my license with the state insurance department, click here: https://www.insurance.alabama.gov/Licensing/LicensingBio.aspx

To verify my license with the state insurance department, click here: https://www.insurance.alabama.gov/Licensing/LicensingBio.aspx

To verify my license with the state insurance department, click here: https://www.insurance.alabama.gov/Licensing/LicensingBio.aspx

To verify my license with the state insurance department, click here: https://doi.wyo.gov/licensing

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