Dedicated to helping you find the perfect solutions to secure the financial future you want and deserve!
Dedicated to helping find the perfect strategy to secure the financial future you deserve!
Our Services
At The Financial Architects we offer a range of comprehensive financial services to meet your unique needs and provide you with the peace of mind you deserve. Our commitment to excellence and our dedication to our clients set us apart in the insurance industry.
Safeguarding your financial legacy is crucial. Our life insurance solutions extend beyond providing financial security for your loved ones; they are a cornerstone of comprehensive asset protection.
Ensure that your hard-earned assets are shielded from unexpected uncertainties, allowing you to pass on a lasting legacy with peace of mind. Explore our range of life insurance options to fortify your financial future and protect what matters most.
Our Expert Team
The Financial Architects are qualified financial professionals who are passionate about helping individuals and families achieve their long-term financial goals.
Your Dedicated Agent
Pablo A. Moreno
California License #4068083
Pablo Moreno, “The Financial Architect,” has been in the financial industry since 2019. He is a franchise owner of The Financial Architects headquartered in Chino Hills, CA.
Pablo's passion for educating and empowering families comes from his personal experience of helping others avoid poor financial planning after what he went through from the loss of his father at 14.
Pablo's personal mantra, “Be the change you want to see in the world” has helped him accumulate close to 300 personal clients and build an organization of over advisors in just 4 full years in the business.
As a Kingdom Builder, Pablo also serves as business & life coach for entrepreneurs that want to go deeper into identifying their full potential. He is the host of a regional business development conference called the “World Shakers Conference” held every September in Southern California. World Shakers is a conference for Kingdom leaders and entrepreneurs.
Term life insurance provides coverage for a specified term, typically 10, 20, or 30 years. It offers a death benefit to your beneficiaries if you pass away during the term, but it doesn't accumulate cash value. Whole life insurance, on the other hand, provides lifelong coverage and includes a savings component that builds cash value over time. While term insurance is usually more affordable, whole life insurance can serve as both protection and a long-term investment.
Explore our range, including term life for temporary needs, whole life for lifelong coverage with cash value, and universal life for flexibility with premiums and benefits.
Tailor your coverage to your needs – debts, living expenses, education costs. Our tools assist in finding the right amount, offering peace of mind for the future.
Absolutely. Our policies allow you to review and adjust coverage as your financial situation evolves, ensuring it aligns with your changing needs.
Coverage is available for all age groups. While premiums may vary based on age and health, it's never too late to secure financial protection for your loved ones.
Designate beneficiaries when purchasing the policy. Regularly review and update them as life circumstances change, guaranteeing your wishes are honored.
We offer policies catering to diverse health situations. Your premium may reflect your health, but we prioritize finding suitable coverage for your unique needs.
While you can cancel, our advisors recommend careful consideration. We guide you through potential implications, ensuring informed decisions align with your financial goals.
Claiming is straightforward. Beneficiaries contact us with required documentation, simplifying the process during challenging times for your loved ones.
Their customer support team has always been helpful in clarifying any questions I've had. Overall, I feel secure with Pablo as my life insurance and financial strategist.
Disclaimer: Insurance products and services are offered through DMB Soto Insurance Services Inc. (#0K37904) DBA TFA Insurance Services, DBA The Financial Architects, an affiliated company. Advisory services are offered through The Financial Architects Wealth Management LLC, a Registered Investment Advisor in the State of California.
The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal, tax, accounting, or insurance purposes. The Financial Architects will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an “as is” basis and entirely at your own risk. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites. Individuals and clients were not compensated for their reviews/testimonials.