About us
Two local agents who treat your family like ours
Living Legacy Health and Financial Wellness is run by Victor and Bernie, licensed California life insurance agents based in Salinas.
Why we do this
Too many families find out too late that they had no coverage, or the wrong coverage. We started Living Legacy to change that in our own community. We work through our agency, CPIS, so we can compare plans from several insurance companies and recommend what fits, not what pays the most. We meet in English or Spanish, by phone, video or in person, and we keep explaining until everything makes sense.
Meet the team
Victor and Bernie
Victor
Licensed life insurance agent · CA #4067982
Victor has been licensed since 2020 and is focused on helping families and business owners find sustainable solutions for their financial services needs. Victor came to this industry with an MBA degree and 25 years in produce operations management.
Bernardita
Licensed health and life insurance agent · CA #4101380
Bernardita, or Bernie, focuses on final expense, whole life and helping clients understand their options in Spanish and English. Bernardita holds licenses in health and life insurance services. Prior to focusing on financial services, she worked in healthcare and nonprofit administration for nearly 12 years.
What you can count on
Licensed
California licensed agents
Victor: CA license #4067982. Bernie: CA license #4101380.
Independent choice
Several insurance companies
Through CPIS we compare plans so you see more than one option.
Bilingual
Spanish and English
Every conversation and document in your preferred language.
Let's talk about your family's plan
A free conversation, no obligation.
Reach us
Call, text or email and we will get back to you promptly.
Serving Salinas, Monterey County, California
Hours
- Monday
- 9:00 AM – 5:00 PM
- Tuesday
- 9:00 AM – 5:00 PM
- Wednesday
- 9:00 AM – 5:00 PM
- Thursday
- 9:00 AM – 5:00 PM
- Friday
- 9:00 AM – 5:00 PM
- Saturday
- Closed
- Sunday
- Closed