Expert Agents Group — Serving California in English & Spanish
Financial Education That Builds Generational Wealth
We go beyond advice. Our bilingual team of financial experts walks with you through taxes, investments, insurance, and real estate — giving you the knowledge and the plan to create lasting freedom for your family.
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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.
Robert Mosqueda
Robert Mosqueda is a Military Veteran, Partner, and Co-Founder of Expert Agents Tax Solutions. Guided by a vision of growth, stability, and resilience, he brings disciplined leadership and strategic insight to the firm. Robert plays a key role in building and leading a team of trusted professionals
Our Mission
At Expert Agents Group, our mission is simple: to eradicate financial illiteracy and defeat the poverty and mental health issues that financial stress creates. We put education first — empowering our clients with knowledge of tax laws, investment opportunities, and financial products so they can build a strong foundation, create passive income, and achieve generational wealth.
Our Vision
A world where every family — regardless of background, language, or income level — has access to the financial knowledge and professional guidance they need to achieve freedom, security, and lasting prosperity.
Expert Agents
Professional Services
We offer an array of services designed to meet the diverse needs of our clients, including:
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.
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.
Dignora Torres
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. Dignora’s expertise and commitment to excellence make her an invaluable resource for clients seeking effective business solutions.
Empy Sandoval
Tax Specialist
A dedicated tax specialist with three years of experience providing expert tax preparation and financial guidance. Bilingual in Spanish and English, Empy is passionate about breaking down language barriers and helping individuals and businesses navigate the complexities of tax laws. With a strong commitment to serving the community, she takes pride in offering personalized support, ensuring clients feel informed, empowered, and confident every step of the way.
Your trusted financial planners, tax professionals, business services and real estate services in California.
