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BIO Isaac Rodarte

Isaac Rodarte is the President and founder of Infinite Insurance & Financial Services, a firm specializing in helping individuals plan and prepare for a secure retirement future without the risk of the market. Serenity Rodarte is the Vice President and is also the wife and business partner of Isaac Rodarte. They were both born and raised in Southern California and are the proud parents of three daughters; Siara, Siena and Serena. The two of them have over 29 years of combined experience in insurance and financial services.

Isaac is part of the second generation of financial professionals in his family and has been able to utilize the knowledge and expertise of senior advisors within his own practice for many years. He is now recognized as one of the top specialists in his field and has earned numerous awards. Based on his experience and production, he is also able to offer many products and services not available to the majority of professionals in his industry. He has been consistent in helping people secure their retirement savings from market declines.

Serenity also has an extensive background in financial services. She has aided individuals with life insurance, annuities, healthcare, Medi-Care, supplemental coverage and retirement planning for several years. She is currently certified through Covered California and although her primary focus is on retirement planning, she has found this certification beneficial in allowing her to help individuals navigate through the new “Healthcare Reform Law”. They are very proud to be “Approved Members” of the National Ethics Association and have been recognized as having an ethical business practice. They also have maintained a top “A+” rating through The Better Business Bureau for many years. The core fundamental values that they uphold are honesty, integrity and being service oriented. Together, they have successfully been able to expose the hidden, “unknown truths” behind various financial products.

When Isaac and Serenity first established Infinite Insurance & Financial Services, they set out with an objective to help clients eliminate as much confusion as possible in planning for their financial future. Today, their company is servicing millions of hard earned dollars from countless individuals. The continuous increase in their client base is derived from their personalized knowledge, professionalism, and ability to guarantee the protection of assets as well as guarantee the availability of lifetime income should the need arise. Among their clients are individuals and families, business owners and executives as well as affluent professionals and retirees. These people look to Isaac and Serenity for guidance in the areas of retirement counseling, asset protection, estate preservation and up-to-date lifetime and retirement income strategies.

The two of them currently conduct educational workshops and seminars regarding retirement planning on a regular basis. This duo team also diligently volunteers their time to educate retirees at senior centers as well as community recreation centers regarding safer money options. They would be happy to give a free presentation or talk for groups and clubs throughout Southern California when their time permits them to do so.

Isaac and Serenity are focused on helping clients achieve their long term financial objectives by utilizing safe, non-risky vehicles that are currently not well known. The knowledge that the two of them possess has proven to be extremely valuable for many. Together, they have helped hundreds of individuals and families safeguard millions of dollars. They are well known as genuine, caring retirement and income specialists. Their passion and dedication to protect the livelihood of others is the motivating force that drives this couple to continue helping to build your tomorrow, today.

FEATURED ARTICLES

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Educate Yourself

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Understand the Basics

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Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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Indexed Interest Potential

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Protection Benefits

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