About Fin Tax Mentor

For more than 15 years, we have been a trusted insurance partner for California families and businesses, delivering comprehensive coverage and tailored support.

Our Mission Meet Our Team

Our Story

Earning trust through experience and consistent service

Founded on Trust, Built on Excellence

Fin Tax Mentor opened its doors in 2009 with a clear purpose: to offer California residents and businesses comprehensive insurance coverage supported by attentive, reliable service. What began as a family-run agency has grown into one of the state’s most respected independent providers.

Our founders, seasoned insurance professionals with more than three decades of combined experience, saw a need for an agency that truly centers every decision around the client. They built Fin Tax Mentor on transparency, integrity, and personalized guidance.

Today, we continue to uphold those principles while using modern tools and innovative solutions to meet our clients’ changing needs.

Our Mission and Values

The principles that shape every interaction with our clients

Our Mission

To protect what matters most to our clients by delivering comprehensive insurance solutions, professional guidance, and attentive service that support lasting financial security and peace of mind.

Integrity

We act with honesty and transparency, consistently prioritizing our clients’ best interests in every recommendation and decision.

Client-Focused

Every client receives focused attention and insurance strategies tailored to their specific goals and circumstances.

Excellence

We pursue excellence at every step, from policy design through claims support, to provide consistently high-quality service.

Meet Our Team

Experienced professionals dedicated to protecting your future

Sarah Johnson

Founder & CEO

With more than 20 years in the insurance industry, Sarah founded Fin Tax Mentor to deliver truly personalized coverage. She holds multiple professional designations and is committed to helping clients understand their options.

Michael Chen

Senior Insurance Advisor

Michael focuses on business and commercial insurance and brings 15 years of experience. He helps organizations of all sizes secure coverage that supports both day-to-day operations and long-term growth.

Emily Rodriguez

Personal Lines Specialist

Emily concentrates on auto, home, and life insurance for individuals and families. Her detailed, empathetic approach helps clients find coverage that fits their lives.

David Thompson

Claims Advocate

David works to ensure clients receive fair and timely claims resolutions. With 12 years in claims management, he guides clients through every step with expertise and care.

Lisa Park

Health Insurance Specialist

Lisa helps individuals and families navigate the complexities of health insurance. She keeps up with changing regulations and assists clients in finding affordable, comprehensive plans.

Robert Martinez

Customer Service Manager

Robert leads our customer service team and works to make every interaction positive. His dedication to service excellence has resulted in numerous client satisfaction recognitions.

Trust and Compliance

Licensed, certified, and committed to rigorous professional standards

Licensed agency

California insurance license #12345

A+ BBB rating

Accredited by the Better Business Bureau

10,000+ clients

Trusted by both families and businesses

4.9/5 rating

Reflecting feedback from more than 500 client reviews

Industry Certifications and Memberships

NAIFA Member

National Association of Insurance and Financial Advisors

IIABA Member

Independent Insurance Agents and Brokers of America

CAHU Member

California Association of Health Underwriters

Ready to Get Started?

Experience the Fin Tax Mentor approach. Our team is ready to help you select insurance coverage that fits your needs.

Contact us