About Us
With over 30 years of experience, we at Marshall Life & Financial Solutions are knowledgeable and confident in our ability to bring our clients financial freedom. We understand the complexities of financial success and the utmost importance this has to a family’s well-being. Your investments are more than just a set of numbers– they are a representation of the time, energy, and effort put in to secure a strong financial future for you and your loved ones. That’s why we take our responsibility to our clients personally, doing everything in our power to ensure their success. While each case is designed independently, they are all treated with the same integrity, respect, and detail-oriented forward-thinking that is paramount to the Marshall Life & Financial Solutions experience. We welcome the opportunity to introduce you to our brand of tailor-made services and individualized attention.
5000+ Clients
Meet our exceptional team
Victorial Marshall
President
Victoria Marshall has over 30 years of experience in the industry, beginning her career in 1994. She founded Marshall Insurance and Financial Solutions in Redlands, California, in 2003, establishing a firm known for its compassionate and forward-thinking client service.
As a financial fiduciary, Victoria is insightful, dedicated, and deeply committed to understanding her clients’ needs, ensuring they receive tailored solutions for their financial well-being. Beyond her professional role, she is actively involved in philanthropy, giving back to her community through various charitable efforts.
Victoria is happily married and cherishes time with her large family, including her four children and six (and counting!) grandchildren who keep her busy. She finds joy in balancing her professional passion with family, faith, and community.
Steven Martinez
Steven’s passion for wealth management stems from his upbringing, where hard work and family support were core values. He started in his family’s wealth and tax planning business as a teen, which fueled his drive to become the first college graduate in his family. He later earned his Certified Financial Planner™ (CFP®) designation through UCLA.
Steven follows a three-step planning process to help clients understand their financial strengths, set and achieve goals, and adjust plans over time. He takes pride in creating strategies that provide both a “retirement paycheck” for daily needs and a “playcheck” for life’s enjoyments.
Steven and his wife, Gina, a Speech-Language Pathologist, have a daughter, Gianna, and two small dogs, Lexie and Khloe. An avid athlete, he has completed multiple triathlons, the 22-mile Mt. Whitney hike, the Los Angeles Marathon, and the Alcatraz Challenge swim.
Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Steven Michael Financial Group, Inc. is independent of Regal Investment Advisors. Insurance services also offered by representatives of Steven Michael Financial Group, Inc.
Adrien Barajas
Life And Retirement Specialist
Jenyfer Tucker
Life And Health Specialist
Jenyfer is an established insurance broker with over 20 years of experience. She is passionate about helping others achieve financial success and security via proper financial planning. She thoroughly assesses her client’s needs and collaborates accordingly to develop realistic and feasible plans. Jenyfer takes a consultative approach in all interactions with her clients while sharing relevant concepts during her appointments. She is reliable and highly trusted by her clients and peers. Her expertise in life products, financial products, Medicare, and group health plans make her an ideal insurance broker, always keeping her client’s peace of mind and interest at heart. Jenyfer is fluent in Spanish and an active volunteer in her community.
Charles Marshall
Retirement Advisor
David Gauthier
David is a Life and Health Specialist with over 20 years of experience in the insurance industry, specializing in forming and managing complex reinsurance companies. He holds a California State Insurance License and is dedicated to assisting clients with his expertise in Life Insurance and Medicare/Medical products. At Marshall Life and Financial Solutions Inc., David benefits from a team of experts who collaborate to custom-tailored approaches, for retirement planning, investment strategies, Life Insurance, and Medicare Advantage Plan , Supplements and Prescription Drug health care plans. Outside of work, David enjoys playing golf, engaging in community service, and spending time with his family.
Paige Holohan
Life And Retirement Specialist
Paige is a Retirement Income Specialist building roadmaps to ensure her clients’ financial freedom. She also has a focus in Life Insurance planning and Medicare.
Paige has a double major undergraduate degree in Communications and Sociology and a Master’s Degree in English. She is an avid world traveler, makes spoiling her Chihuahua a priority, and is always rooting for her Sun Devils.
Austin Cordova
Life And Retirement Specialist
Fernando Hirugami
Life and Health Specialist
Fernando entered the insurance industry in 2021 while attending San Diego State University. His interest came after his grandmother received a botched Medicare policy that didn’t cover her medical needs. This put a financial burden on his family and led him to become a Medicare specialist. After meeting with countless individuals, he noticed many clients’ financial hardships. Many of whom were caused by forces out of their control. Fernando noted how important it was for families to be prepared for the unexpected and preparation for the future. He enjoys helping individuals protect their assets and help them achieve financial freedom through risk-free investments.
Diego Reyes
Life and Health Specialist
Ezequiel Del Villar
Life and Health Specialist
Come Join Our Team
With our client-first approach, we’re one of the fastest-growing financial services companies. Join us.
Diversity, Equity, And Inclusion
Every member of the Facet team shares a common philosophy that shapes and drives every aspect of our business. This philosophy supports both a diverse team and diversity of thought.
01. Collaborating with Each Other
We continuously elevate our understanding of bias and how it impacts our relationships and the work that we do. We complete bias training, which helps inform and set priorities within our organization.
02. Growing our Business
We believe that good ideas come from all areas of the business and that no one is limited to their job description when contributing to company growth and change, or to their own personal and professional growth.
03. Creating Opportunity
As an organization, we support opportunities for growth, learning, and development from within the organization, and ensure that everyone has the opportunity to progress and advance.
04. Building Our Team
We are committed to sourcing the best people to join our team, from a broad pool of diverse candidates.
05. Ensuring Success
Through a regular and candid review of progress, we ensure that we’re delivering on the commitments we set forth.
Do you know about these 4 sources of retirement income?
4 major sources of retirement income include What’s your biggest retirement fear? If it’s running out of income in …
Is the pandemic teaching us a lesson about retirement?
The coronavirus pandemic has touched nearly every aspect of our lives. Perhaps nothing has been impacted as much as the …