Trusted Advisers

Valued Advice®.

 

Insurance Whisperer partners with professional advisors to review, develop and implement insurance and estate planning strategies and products for families, trusts, and business owners that seek to accomplish a variety of complex financial goals.

With extensive advanced insurance, planning, tax, and legal resources, Insurance Whisperer can work directly with you, your client and other professionals to assist in complex cases.

 

Rich Arzaga, CFP®

Founder and CEO

CA insurance license 0D92796

Rich Arzaga is a long-time financial planning instructor and resource for professional advisors seeking fiduciary tools and support for clients insurance and estate planning matters. His education includes graduating with distinction from the Personal Financial Planning Program at UC Berkeley, a BA from San Jose State University, and Graduate Studies in Management at Northwestern University J.L. Kellogg Graduate School of Management.

Honored Instructor 2008,

UC Berkeley Personal

Financial Planning

Dave Winkler

Head of Insurance

CA insurance license 0G10586

Dave Winkler has been a vital member of a team for over ten years that has been recognized by Worth magazine as being one of the Top 250 Wealth Planning firms in the country. This distinction is based on the firm’s approach to client service, design, and implementation of advanced planning strategies, and on leadership contributions to the industry. Dave earned his BS from the University of Notre Dame.

Honored Instructor 2017,

UC Berkeley Personal

Financial Planning

Michelle Chen

Service Manager

CA insurance license OM15227

Michelle Chen has enjoyed a 16 Year career in banking, insurance, and financial planning.

Michelle has won several awards in her professional career for service excellence 

Thomas A. Cammarano

Advance Plan Design

Complex Insurance and Estate Planning Cases

Kelli J. Stiles

J.D., CPA

Advanced Markets Attorney

Kelli J. Stiles is a former practicing attorney and CPA with over 25 years of experience working with Professional Advisors and their high net worth clients. Kelli has had a distinguished career serving as an advanced markets consultant for several of the nation’s largest life insurance companies, including Met Life, Hartford Life, and Minnesota Life. She also served as a Wealth Transfer & Insurance Specialist for Merrill Lynch. Her estate planning expertise and experience make her a valuable resource for helping evaluate high net worth client needs, and to identify opportunities for preserving assets.

Specialties: Estate planning, charitable planning and financial planning

 

Insurance Whisperer

A Better Way to Insurance®
  • LinkedIn - White Circle
  • Facebook - White Circle
  • Twitter - White Circle
CONTACT
CONNECT
SUBSCRIBE TO NEWSLETTER

Insurance Whisperer Assoc., LLC

2400 Camino Ramon Suite 175B

San Ramon, CA 94583

Tel: (925) 255-0700

ZOOM REMOTE CONFERENCE

© 2018, 2019 Insurance Whisperer Associates, LLC.

Wealth Preserve®, Courtesy Check®, Premium Check®, Insurance Matters®, Trusted Values. Valued Advice.®, and A Better Way to Insurance® are federally registered in the United States Patent and Trademark Office.