Welcome To
QX Financial
Our Mission
Integrity in everything we do.
A lack of access to high quality professional financial education and advice, has hampered the average person’s ability to make wise financial decisions. Therefore, more and more individuals, unknowingly and unnecessarily, become dependent on the welfare state and vulnerable to the social ills created by our financial system: insurmountable levels of debt, inability to build multi-generational wealth, retirement distress, and full dependency on social programs. These are just some of the issues that can be prevented with appropriate holistic planning and risk management. We believe that every person has the right to achieve financial freedom, security, and independence.
Yanko Castro Ferto
CEO, Founder
Our Team
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 Southern California. We are extremely proud of our team and the work they have done for the benefit of our clients.
Yanko Castro Ferto
CEO, President, Financial Professional(714) 699-4784
Sharadee Allred
Head of Operations,Financial Professional(435) 227-5243
Scoba Rhodes
Financial Professional(714) 654-7200
Sonya Wong, CPA
Financial Professional(626) 422-2686
Nicholas Har
Financial Professional(562) 335-4324
Turill Engelman
Financial Professional(714) 592-4990
Parker Reynolds
Financial Professional(440) 225-4868
Melissa Lewis
Financial Professional(603) 986-5315
Seiko Kuribayashi
Financial Professional(310) 384-9612
Luis Badillo
Financial Professional(856) 275-5073
Buna Mandell
Sales Director(828) 318-2309
Bryanda
Marketing Assistant01
Our Strategy
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.
02
Get the Facts
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.
03
Execution
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.
01
Our Strategy
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.
02
Get the Facts
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.
03
Execution
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.
Financial Advices for Success
WELCOME FINVISION
It’s not just about your money, it’s about your life. Finvision professionals understand how complex your life and financial situation can be, and we’re here to help. Our team of certified financial planners can help you get the right information so you can make the best decisions.
Financial Planning
Application
Research
Design
01
Design
At QX Financial, we understand that your situation is unique and it should be approached that way. Everyone has different goals, objectives, and priorities. We make sure that our clients have a tailored, step-by-step plan that will get them to where they would like to go financially.
02
Research
As independent advisors, we are not tied to one company. We researched mutual fund companies, insurance companies, as well as money managers so that we can provide you with the most up-to-date and relevant data that will help you make a better decision.
03
Application
Execution is crucial. A well thought out plan without excellent execution does not help anyone. We are committed to helping you implement your plan so that you can achieve your ultimate objectives. Financial planning does not happen in a vacuum, because life throws complications our way. We can help you stay on track.
01
Design
At QX Financial, we understand that your situation is unique and it should be approached that way. Everyone has different goals, objectives, and priorities. We make sure that our clients have a tailored, step-by-step plan that will get them to where they would like to go financially.
02
Research
As independent advisors, we are not tied to one company. We researched mutual fund companies, insurance companies, as well as money managers so that we can provide you with the most up-to-date and relevant data that will help you make a better decision.
03
Application
Execution is crucial. A well thought out plan without excellent execution does not help anyone. We are committed to helping you implement your plan so that you can achieve your ultimate objectives. Financial planning does not happen in a vacuum, because life throws complications our way. We can help you stay on track.
Our Process
Goals and Objectives
What would you like to accomplish? What is important to you? A lot of our dreams can only be achieved with the right amount of financial resources. Let us partner in your success. You give us the destination, we will create the roadmap.
Wealth Transfers
Now we need to “find the money” in order to fund your goals and dreams. Most people do not realize how much money they waste via debt servicing, taxes, unnecessary fees, and other items. Our cash flow analysis help us find those opportunities so that you can start building your net worth without having to reduce your lifestyle.
Protection
Everything starts and ends with you. We have to protect your ability to earn an income as well as the assets that you have develop through the years. Our time is finite with a lot of risks around us. You and your ability earn an income needs to be protected.
Debt Reduction
The issue is not wether you have debt or not. The issue is, who gets to earn the interest. Most people pay interest rather than earn interest. Would you like to be able to borrow and earn interest at the same time? This is an important concept to learn.
Savings and Investing
Savings and investing are two different things but they feed off each other. Most people need to improve in one area or the other, sometimes both. Improving your ability to save and invest will yield the results we are looking for and give us the ability to achieve your goals. Wether is retirement, saving for college, or buying a home, putting your money “in the right place” is of utmost importance.
01
Design
At QX Financial, we understand that your situation is unique and it should be approached that way. Everyone has different goals, objectives, and priorities. We make sure that our clients have a tailored, step-by-step plan that will get them to where they would like to go financially.
02
Research
As independent advisors, we are not tied to one company. We researched mutual fund companies, insurance companies, as well as money managers so that we can provide you with the most up-to-date and relevant data that will help you make a better decision.
03
Application
Execution is crucial. A well thought out plan without excellent execution does not help anyone. We are committed to helping you implement your plan so that you can achieve your ultimate objectives. Financial planning does not happen in a vacuum, because life throws complications our way. We can help you stay on track.
Our Team
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 Southern California. We are extremely proud of our team and the work they have done for the benefit of our clients.
Yanko Castro Ferto
CEO, President, Financial Professional(714) 699-4784
Sharadee Allred
Head of Operations,Financial Professional(435) 227-5243
Scoba Rhodes
Financial Professional(714) 654-7200
Sonya Wong, CPA
Financial Professional(626) 422-2686
Nicholas Har
Financial Professional(562) 335-4324
Turill Engelman
Financial Professional(714) 592-4990
Parker Reynolds
Financial Professional(440) 225-4868
Melissa Lewis
Financial Professional(603) 986-5315
Seiko Kuribayashi
Financial Professional(310) 384-9612
Luis Badillo
Financial Professional(856) 275-5073
Buna Mandell
Sales Director(828) 318-2309
Bryanda
Marketing AssistantProtection
Investment Management
Cash Flow Management
Legacy Planning
Debt Management
Retirement Planning
Information
AT FINGERTIPS
Your ability to earn income is the most important asset you will ever own. Let’s make sure that is protected properly.
Are you wasting resources unknowingly and unnecessarily? We can find those wasted dollars and put them to work for you.
There is good debt and bad debt. We help our clients discover ways to eliminate on while maximizing the other.
Would you like to stop working for a paycheck some day and just do what you love? All it takes its a little planning.
Would you like to build an ever lasting legacy for your loved ones and your community without sacrificing your own security? We have the methods to deliver on that promise.
We have develop a myriad of strategies to help our clients achieve their investments goals. We tailor your portfolio to your needs and desires.