Your Path to Financial Freedom
Welcome to QX Financial
One of the Leading Financial Services Firms in the Nation
Welcome to QX Financial, where we revolutionize your financial journey. Our dedicated team offers comprehensive financial planning services tailored to your unique goals. We believe in empowering our clients and team members through education, ensuring you understand the strategies that shape your financial landscape. What sets us apart is not just our expertise but our ongoing commitment to your success and optimize. We stand by your side, providing guidance and adapting strategies as life evolves.
About Us
We are one of the most values-driven companies in the nation
Our team of financial professionals connects you to the right information so you can make the best decisions. We believe that every person has the right to achieve financial freedom, security and independence.
To create and develop client centric, innovative yet time-proven financial strategies designed to maximize our client’s odds of success in this new economy.
We make sure to use reliable data from our clients as well as from financial institutions. This creates more certainty and allows our plans to be more realistic.
Without action, there can be no success. We work with our clients to make sure that their goals and dreams are put into motion. A plan with no action is useless.
With over 40 years of experience and a network of over 100 financial advisors, we have positioned ourselves as one of the most prestigious financial planning agencies in the nation. We are extremely proud of our team and the work they have done for the benefit of our clients.
Years of Industry Experience
Satisfied Clients
in Wealth Created
Product Providers
Team Members
Get to know our amazing team!
With a passion for innovation and a dedication to excellence, we bring diverse expertise to every project we undertake.
Yanko Castro Ferto
CEO, President, Financial Professional
Sharadee Allred
Head of Operations, Financial Professional
Vernon Ervin
Sales Director
Tendai Kajese
Sales Director
Fabian Vizcaino
Financial Professional
Sonya Wong, CPA
Financial Professional
GA Pimpleton
Financial Professional
Dejanee Geeters
Financial Professional
Daniel O. Duplissie
Financial Professional
Oliver Pereira
Financial Professional
Moriah Colley
Financial Professional
Services We Provide
Helping you grow
Ideas and tools to help you achieve financial success your message reaches its full potential.
About our CEO
Yanko has built over 2 decades of expertise as a visionary leader, mentor, and industry influencer. As the CEO of QX Financial, Yanko has helped clients achieve financial success through innovative strategies and unwavering commitment.
With an extensive background in life insurance and wealth management, Yanko’s trailblazing approach has empowered countless agents, guiding them to unprecedented levels of success. His passion for education and mentorship led to the creation of high-impact training programs, designed to equip agents with the tools and knowledge essential for thriving in the competitive landscape of financial services.
Recognized for his strategic insights and transformative leadership, Yanko’s vision extends beyond conventional boundaries, aiming to cultivate a community of empowered agents dedicated to improving clients’ lives and securing their financial futures.
Our consulting optimizes strategies for sustainable growth and improved financial performance.
Our consulting optimizes strategies for sustainable growth and improved financial performance.
Studies have shown that those who work with a financial professional have more adequate asset allocation, a higher rate of return, and more appropriate levels of liquidity than those who do not. Since we know most financial results are driven by behavior, having a financial “coach” prevents clients from making decisions that look sound in the short-term but may actually be destructive in the mid- to long-term.
Our focus is YOU. We don’t pedal products for the sake of product popularity or for the highest commissions. Our obsessive focus is YOUR goals and objectives and to make sure you are in the best position possible to have your goals and dreams become a reality.
Yes, we do! We work with both business owners/partnerships as well as individuals and families.
We get compensated in two main ways. If there is a product or solution that is required to accomplish your financial objectives, most of the time our product providers will provide us with a commission for providing that product to you. If that is not the case, the client will be billed for services rendered.
Yes! We are licensed and bonded in many states across the United States. You can find our articles of incorporation on the California Secretary of State website and our licenses are available with the California Department of Insurance (or with the Insurance Commissioner of your state).
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"Effective capital creation and accumulation is the key to real financial freedom."
Yanko Castro
Founder & CEO
