CSI Wealth, located in Arcadia, CA, is a financial planning firm founded by Rick Miller in 1996. With over 40 years of experience in the industry, Rick and his team have helped over 500 families protect their life savings and qualify for Medi-Cal LTC without spending down assets. They offer personalized economic models and expertise in insurance planning, aiming to provide clients with peace of mind and financial security.
Committed to exceptional service, the team at CSI Wealth includes financial advisors Nelly Jauregui and Patricia Alba, who bring their expertise and dedication to helping clients preserve their finances and achieve long-term financial goals. With an office administrator, office assistant, and client services representative, CSI Wealth ensures a smooth and compassionate experience for their clients. Their mission is to provide tailored financial solutions and protect their clients' funds for the longevity of their lives.
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