Expert Agents LLC
Your Trusted Partner in Financial Excellence
Experience Integrity, Transparency, and Expertise with Our
Dedicated Team of Financial Professionals
About us
Expert Agents LLC is a team of seasoned professionals dedicated to serving our community with integrity, transparency, and a commitment to excellence. With years of experience in the financial industry, our team brings a wealth of knowledge and expertise to every client interaction.
Faride Sisniega
Faride Sisniega is a visionary leader, a passionate advocate for financial empowerment, and a driving force behind Expert Agents LLC’s success. Her unwavering commitment to her clients and her mission is a testament to her dedication to making a difference in the lives of others.
Our Mission
Our vision to eradicate financial illeteracy to defeat poverty and mental health issues due to financial stress leads the way for our business goals. Our Educational approach puts our customers first. We educate them on tax laws, financial products and investment opportunities with the goal of building a strong financial foundation, creating passive income and building generational wealth.
Our Vision
At Expert Agents LLC, our mission is simple: to provide unparalleled expertise and guidance to our clients, ensuring they are equipped with the necessary knowledge and understanding to navigate the intricate world of finance, taxes and investments confidently.
Expert Agents
Professional Services
We offer an array of services designed to meet the diverse needs of our clients, including:
Financial Planning
Whether you’re planning for retirement, saving for your child’s education, or managing debt, our financial planning services re tailored to help you achieve your long-term goals.
Investment Management
Our experienced team of investment professionals will work with you to develop a customized investment strategy designed to maximize returns while minimizing risk.
Retirement Planning
We’ll help you navigate the complexities of retirement planning, from determining the optimal time to retire to creating a sustainable income stream that lasts throughout your golden years.
Education and Training
We offer educational workshops and seminars to empower our clients with the knowledge and tools they need to take control of their financial future.
Tax Preparation
Assist individuals and businesses in accurately preparing and filing their tax returns with the IRS and state agencies
HR & Employee Retention
Comprehensive solutions to streamline your HR processes and optimize employee retention.
Tax Assessments
We assess tax obligations for individuals and businesses, verify income and deductions, and ensure compliance with federal and state tax laws. Our services include filing tax returns, representing clients in audits or disputes, and offering strategic advice to minimize taxes legally.
Real Estate Services
We manage residential, commercial, and industrial property transactions, offering market analysis, property valuation, negotiation support, and legal guidance. Partnered with a leading national Real Estate Brokerage.
Accounting & Bookkeeping
Tailored financial management solutions encompassing meticulous record-keeping, strategic financial analysis, and ensuring accuracy, compliance, and transparency. Services include bookkeeping, tax preparation, financial reporting, and advisory support.
Employee Benefit Packages
We tailor solutions to enhance workforce satisfaction and well-being, including retirement planning, health insurance, wellness programs, and flexible spending accounts. Our expert guidance supports attracting and retaining top talent, fostering a supportive organizational culture.
Performance Strategy
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Measurable results
We set the expectation high and deliver it with the best results. Underpromise and overdeliver is our model. We provide understandable reports to show our plan, our attack and our success in helping our clients accomplish the end goals.
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Continuous & flexible process
In a classroom setting, a team meeting or a one on one meetup, we take the steps necessary to gain and attain the goals. We continuously measure the growth and the accomplishment of the strategy designed.
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Planning & Performance Improvement
We set the expectation high and deliver it with the best results. Underpromise and overdeliver is our model. We provide understandable reports to show our plan, our attack and our success in helping our clients accomplish the end goals.
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Care about input and values
Our proven track record of success allows us to welcome input and work close together with your goals. We also partner with the most successful and reputable professionals and companies to assist us in delivering a positive outcome.
Meet Our Best Team
Jorge Kalmar
Investment Manager
An accomplished Branch Manager and Investment Representative with extensive expertise in investment management and client relations. Specializing in strategic planning and personalized investment strategies, he is dedicated to helping clients achieve their financial goals. Jorge's strong leadership and commitment to client satisfaction make him a trusted advisor within our team.
Yvonne Plowman
Insurance Expert
Bringing a wealth of experience from the healthcare industry, specializing in insurance solutions. Dedicated to guiding clients through coverage complexities with confidence, she ensures tailored solutions that meet individual needs. Yvonne's expertise and commitment to client satisfaction make her an invaluable asset to our team.
Julie Fernandez
Business Specialist
With a rich background in real estate and business strategies, leveraging extensive experience to provide tailored solutions for businesses and owners. Focused on strategic planning, she helps businesses thrive in competitive markets. Julie’s expertise and commitment to excellence make her an invaluable resource for clients seeking effective business solutions.
Your trusted financial planners, tax professionals, business services and real estate services in California.
