About Rubicon Financial Insurance Services
Rubicon Financial Insurance Services, Inc., (RFIS) has been created to provide complete risk management solutions for all your personal and business insurance needs. RFIS has built relationships with the largest, most reputable companies in the world. These relationships allow the agents at RFIS to listen, evaluate, and then research the market for the best company or combination of companies to provide the protection that best fits your needs. We have the power to shop like a broker and find the lowest rate available. At the same time, all the employees at RFIS are licensed to provide the guidance and education to our customers to help them make an informed decision about the coverage that makes the most sense. RFIS is not held captive by any one insurance company, so our agents are free to offer our clients coverage from dozens of the top rated carriers no matter what type of insurance they require.

The primary focus at RFIS is the education and service of our customers. We believe that any question is a good question and the licensed agents at RFIS have been trained to share their knowledge with all our customers or potential customers. Even our support staff at RFIS is fully licensed by the Department of Insurance, so anyone that answers the phone can service your policy or properly answer all of your questions.

Your total insurance portfolio is what we strive to provide. Personal policy packages that include Auto, Home or Renters, Health, and Life Insurance can be created by our team of experienced agents. Purchasing the package all at once or building it over time will always lead to lower rates because of the multi-policy discounts that these packages create.

For a business owner, RFIS can apply the same the packaged savings approach to your business insurance needs. By bundling Liability, Property, Workers Comp, and Group Health Insurance together your company can save thousands of dollars a year. In addition, the Financial Services division can provide guidance on how to improve your retirement packages for both the owners and employees.

Thank you for choosing Rubicon Financial Insurance Services, Inc., we pledge to provide the highest level of service and security to you and your family.

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Our Staff:
Todd Torneo - [email] - [phone]
 

Mimi Ghara - [email] - [phone]

Mimi Ghara comes to us with over eight years of Commercial Experience. Her expertise ranges from all types and sizes of Workers Comp, BOP packages, General Liability, Professional Liability, and Property Coverage.
Mimi has background in both private agencies as well as with large insurance wholesalers making her the perfect resource for all of your commercial insurance needs. She is not only able to identify with our commercial clients, but has intimate knowledge of what our carriers are looking for as well.

 

Heidi Amador - [email] - [phone]

Executive Assistant to the President & Account Manager for Life Insurance and Personal Lines. Heidi Amador has recently joined our team at Rubicon Financial Insurance Services, Inc. Mrs. Amador manages the President's office, specifically in the areas of customer relations, quality assurance, and special projects. In addition she is the Account Manager for our Life & Annuities Department. She brought with her twenty-two years of Managerial experience from the position of Assistant Sales Manager for Kendall Healthcare to Executive Contract Manager for Labtronics, Inc. She contributed to the significant growth of Labtronics, Inc. from a mid-sized local firm to a leading bio-medical conglomerate in California with a state wide presence. Heidi Amador is involved in Missions outreach through her church to better our world and community.

 

Malcolm Ian Campbell - [email] - [phone]

Licensed for 28 years now, Malcolm Campbell has his series 7 license. He also has his series 24 general securities principal. He is a retired Military officer. He has resided in Orange County for over 30 years.

 

Alex Guimaraes - [email] - [phone]

Alex P. Guimaraes is a well-known financial planner and educator based in Irvine. His expertise is helping retirees, those working towards retirement on how to avoid common and costly financial mistakes. Also on how to use securities and insurance products to provide guaranteed returns and protection of assets. Alex has advised thousands of people over the past twelve years, including past and current employees of several prominent local and national companies. Alex's clients have consistently and safely earned substantial returns on their investments as well as minimized their tax exposure.
Alex is the author of several articles and booklets on finance and retirement issues. He is also a Registered Investment Advisor, a Certified Senior Advisor, and holds several securities licenses. Alex earned his degree in Business Administration from University of California at Los Angeles.
Alex has lectured widely on financial topics and regularly hosts workshops and seminars in the Orange/Riverside/San Bernardino Counties discussing financial planning issues.

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Rubicon Insurance Services
19200 Von Karman Ave, Suite 350
Irvine, CA 92612
Main Line: 949-798-7220
Fax: 949-798-7278
Email: info@rubiconfinancial.com
 
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