Professionals and helpful resources we trust to support our clients beyond insurance- in person, by phone, or online.
Resources by Topic
Choose a topic to find a trusted professional or helpful resource.
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Brandt Minnich
Medicare
Social Security
Retirement Transitions
Brandt Minnich specializes in Medicare and is also a Registered Social Security Analyst (RSSA). He can serve as a resource for individuals and families with questions about Medicare, Social Security, and the transition into retirement.
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Jeffrey Salyer, CFA
Financial Planning
Wealth Management
Retirement Planning
Jeffrey Salyer helps clients navigate financial planning, wealth management, and retirement planning. Based in San Francisco, Jeffrey can also work with clients by phone or video meeting.
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Dr. Kayla Jimenez
Pregnancy & Postpartum Support
Parenthood Transitions
Individual, Couples & Family Therapy
Dr. Kayla Jimenez is the co-founder of Palmetto Psychology Clinic, a group private practice of psychologists specializing in psychotherapy for women navigating pregnancy, postpartum, and parenthood transitions.
Kayla and her team provide individual, couples, and family therapy virtually to women and their families throughout California. |
Listings are provided for informational purposes. Jimenez Family Insurance Agency does not provide investment, tax, or legal advice and does not guarantee services or outcomes. Please evaluate each provider and determine whether their services are appropriate for your needs.
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(A DBA of College Student Insurance Service, Inc.) CA License #0787082 (714) 534-0072 Email Us! |
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