Lisayorkfinancial.com

Protecting Families. Building Legacies

With over 10 years in the financial industry, I help individuals, families, and business owners create financial confidence through protection, retirement planning, and wealth-building strategies.

Whether you're preparing for retirement, protecting your loved ones, or creating a lasting legacy, I'm here to help.

Lisa York
Executive Director | Experior Financial Group

Schedule a Free Consultation

Financial Solutions

How I Can Help

Every family's situation is unique. Together, we'll create a personalized strategy designed to help you achieve your financial goals with confidence.
✓ Retirement Planning
✓ Life Insurance Protection
✓ Wealth Building Strategies
✓ College Planning
✓ Debt Solutions
✓ Legacy & Estate Planning
✓ Financial Education

Schedule a Free Consultation

Insurance agent in business attire discussing coverage details with client at office desk with documents

Financial advisor and mature client standing together at window overlooking city, symbolizing retirement security and partnership

Diverse family in modern office consulting financial advisor about insurance and asset protection planning

Why Families Trust Lisa York

With over 10 years in the financial industry and more than 30 years in business, I help individuals, families, and business owners protect their future through retirement planning, life insurance, asset protection, estate planning, and wealth-building strategies. My goal is to simplify financial planning, provide personalized guidance, and help clients create lasting financial security and confidence.

Book Your Free Consultation

Retirement Planning

We help individuals and families prepare for retirement with strategies focused on income planning, asset protection, wealth preservation, and long-term financial security.

Insurance agent and client reviewing policy documents together at desk with natural light in professional office setting

Life Insurance & Living Benefits

Protect your loved ones with term life insurance, living benefits, mortgage protection, and solutions designed to provide financial security when it matters most.

Legacy & Estate Planning

Create a lasting legacy through trusts, wills, estate planning, and wealth transfer strategies that help protect your family and future generations.

Financial consultant pointing to retirement projection charts on tablet while discussing strategy with attentive client in modern office

Guaranteed Lifetime Income

Create a retirement income strategy designed to provide dependable income for life. We help clients explore solutions that can protect their savings while generating predictable retirement income.

Three-generation diverse family collaboratively working through financial goals and planning worksheets with advisor

Asset Protection

Protect your hard-earned wealth from unnecessary risk through proper planning and insurance strategies.

Financial advisor consulting with diverse family at modern office desk, reviewing insurance plans in bright natural light

College & Education Planning

Planning ahead can make a significant difference in a child's future. We help families explore education funding strategies, savings plans, and financial solutions designed to prepare for future college expenses while maintaining overall financial security.

Looking for a Career in Financial Services?

Join the Eagle Legacy Team and build a rewarding career helping families create financial security while enjoying flexibility, mentorship, and unlimited growth potential.

✅ Comprehensive Training & Mentorship
✅ Remote & Flexible Work Opportunities
✅ Leadership Development Programs
✅ Performance-Based Income & Bonuses
✅ Ownership & Shareholder Opportunities
✅ Nationwide Expansion

Button: Explore Career Opportunities

For the image, I would use:

A team meeting
An Experior event
Convention photos
Recognition and award photos
Eagle Legacy Team group photo
That will feel much more authentic than a stock photo and show people you're part of a real, growing organization.

Diverse team of professionals collaborating around conference table during strategic planning and data analysis session

Meet Our Dedicated Team

Francisco Guarnero

Financial Professional Educator

Christina Acevedo

Financial Professional Educator

Sara Rahimi

Financial Professional Educator

Helping Families Protect Their Future



That section will look much more authentic than generic template testimonials. The mix of term life, IUL, final expense, and children's planning also shows visitors the range of solutions you provide.

Slide 1 of 7

Lisa York Financial Services transformed our nonprofit's financial management. Their expertise and dedication shine, ensuring we maximize every dollar to serve our mission. Highly recommend their services!

- Jordan Mitchell

⭐⭐⭐⭐⭐ "Lisa helped my wife and me protect our retirement savings and create a legacy for our family. She took the time to explain our options and helped us make confident financial decisions."

- Alex Rivera

"Working with Lisa gave us peace of mind. Her knowledge, professionalism, and genuine care for her clients made all the difference. We now have a financial strategy we feel confident about."

- Taylor Brooks

"Lisa helped me set up a $1 million plan for my baby’s future. She took the time to explain all of our options and helped us create a strategy that provides protection, growth potential, and long-term financial security. Knowing my child has a strong financial foundation gives me tremendous peace of mind. I highly recommend Lisa to any parent planning for their family's future."

— Happy Parent

"Lisa helped me secure final expense coverage that gives me peace of mind knowing my loved ones won't be burdened with unexpected expenses. She was professional, knowledgeable, and made the process simple and stress-free. I highly recommend working with Lisa."

— Althea Holland

⭐⭐⭐⭐⭐ "Lisa helped me set up an Indexed Universal Life (IUL) policy that not only provides protection for my family but also gives me confidence about my financial future. She took the time to explain every detail, answer my questions, and make sure I understood how the strategy worked. I highly recommend Lisa to anyone looking for personalized financial guidance."

— Garth Cudjoe

⭐⭐⭐⭐⭐ "Lisa guided me through the entire life insurance process and made everything easy to understand. I felt confident knowing I had someone looking out for my family's future."

— Samantha Tapia

Lisa York Financial Services transformed our nonprofit's financial management. Their expertise and dedication shine, ensuring we maximize every dollar to serve our mission. Highly recommend their services!

- Jordan Mitchell

⭐⭐⭐⭐⭐ "Lisa helped my wife and me protect our retirement savings and create a legacy for our family. She took the time to explain our options and helped us make confident financial decisions."

- Alex Rivera

"Working with Lisa gave us peace of mind. Her knowledge, professionalism, and genuine care for her clients made all the difference. We now have a financial strategy we feel confident about."

- Taylor Brooks

"Lisa helped me set up a $1 million plan for my baby’s future. She took the time to explain all of our options and helped us create a strategy that provides protection, growth potential, and long-term financial security. Knowing my child has a strong financial foundation gives me tremendous peace of mind. I highly recommend Lisa to any parent planning for their family's future."

— Happy Parent

"Lisa helped me secure final expense coverage that gives me peace of mind knowing my loved ones won't be burdened with unexpected expenses. She was professional, knowledgeable, and made the process simple and stress-free. I highly recommend working with Lisa."

— Althea Holland

⭐⭐⭐⭐⭐ "Lisa helped me set up an Indexed Universal Life (IUL) policy that not only provides protection for my family but also gives me confidence about my financial future. She took the time to explain every detail, answer my questions, and make sure I understood how the strategy worked. I highly recommend Lisa to anyone looking for personalized financial guidance."

— Garth Cudjoe

⭐⭐⭐⭐⭐ "Lisa guided me through the entire life insurance process and made everything easy to understand. I felt confident knowing I had someone looking out for my family's future."

— Samantha Tapia

Lisa York Financial Services transformed our nonprofit's financial management. Their expertise and dedication shine, ensuring we maximize every dollar to serve our mission. Highly recommend their services!

- Jordan Mitchell

⭐⭐⭐⭐⭐ "Lisa helped my wife and me protect our retirement savings and create a legacy for our family. She took the time to explain our options and helped us make confident financial decisions."

- Alex Rivera

"Working with Lisa gave us peace of mind. Her knowledge, professionalism, and genuine care for her clients made all the difference. We now have a financial strategy we feel confident about."

- Taylor Brooks

"Lisa helped me set up a $1 million plan for my baby’s future. She took the time to explain all of our options and helped us create a strategy that provides protection, growth potential, and long-term financial security. Knowing my child has a strong financial foundation gives me tremendous peace of mind. I highly recommend Lisa to any parent planning for their family's future."

— Happy Parent

"Lisa helped me secure final expense coverage that gives me peace of mind knowing my loved ones won't be burdened with unexpected expenses. She was professional, knowledgeable, and made the process simple and stress-free. I highly recommend working with Lisa."

— Althea Holland

⭐⭐⭐⭐⭐ "Lisa helped me set up an Indexed Universal Life (IUL) policy that not only provides protection for my family but also gives me confidence about my financial future. She took the time to explain every detail, answer my questions, and make sure I understood how the strategy worked. I highly recommend Lisa to anyone looking for personalized financial guidance."

— Garth Cudjoe

⭐⭐⭐⭐⭐ "Lisa guided me through the entire life insurance process and made everything easy to understand. I felt confident knowing I had someone looking out for my family's future."

— Samantha Tapia

Slide 1 of 3

⭐⭐⭐⭐⭐"Lisa helped me roll over $450,000 into a retirement strategy that better aligned with my long-term financial goals. She took the time to explain my options, answer all of my questions, and ensure I felt confident every step of the way. Her professionalism, knowledge, and genuine care made the entire process smooth and stress-free."

— Laura Sorment

⭐⭐⭐⭐⭐ "Lisa helped me put together a financial strategy that gave me confidence about my future and my family's security. She took the time to explain everything clearly, answered all of my questions, and made the entire process simple and stress-free. I truly appreciate her professionalism, knowledge, and commitment to helping her clients succeed."

— Ryan Gardner

The support from Bright Beginnings Foundation has been transformative. Their programs have empowered our community, providing essential resources and hope to countless families. Their impact on child development and education is profound and deeply appreciated.

- Taylor Reed

Diverse nonprofit team collaborating in modern office workspace managing donor relationships and beneficiary database systems

Get in touch

Send us a message and we'll get back to you as soon as we can.

Make a Difference Today

Empower our community by helping tomorrow’s families take meaningful steps today—learning, preparing, and building a strong foundation for financial freedom. Join us in creating brighter futures through support, education, and action.

Empower Futures Together

Join us in making a significant difference in our community. Support Bright Beginnings Foundation and help create brighter futures for  families today.

Voices United

Community Impact Stories

Bright Beginnings Foundation truly transforms lives, providing hope and support to countless families within our community." – Julia R., Northridge

Slide 1 of 3

Bright Beginnings Foundation transformed my perspective on community service. Their programs are not only impactful but truly inspire change. The dedication of their team is unmatched. I'm grateful for the opportunity to witness their incredible work firsthand.

- Sophia Morales

Participating in Bright Beginnings Foundation's initiatives has been life-changing. Their passion for uplifting the community is evident in every event and program they host. I am constantly amazed by their commitment to making a tangible impact in Northridge.

- Liam Anderson

Bright Beginnings Foundation has profoundly impacted my life. Their commitment to empowering the community is truly admirable. The programs they offer are not only enriching but also foster a sense of unity and support. I'm proud to be part of their journey.

- Jordan Bennett

Bright Beginnings Foundation transformed my perspective on community service. Their programs are not only impactful but truly inspire change. The dedication of their team is unmatched. I'm grateful for the opportunity to witness their incredible work firsthand.

- Sophia Morales

Participating in Bright Beginnings Foundation's initiatives has been life-changing. Their passion for uplifting the community is evident in every event and program they host. I am constantly amazed by their commitment to making a tangible impact in Northridge.

- Liam Anderson

Bright Beginnings Foundation has profoundly impacted my life. Their commitment to empowering the community is truly admirable. The programs they offer are not only enriching but also foster a sense of unity and support. I'm proud to be part of their journey.

- Jordan Bennett

Bright Beginnings Foundation transformed my perspective on community service. Their programs are not only impactful but truly inspire change. The dedication of their team is unmatched. I'm grateful for the opportunity to witness their incredible work firsthand.

- Sophia Morales

Participating in Bright Beginnings Foundation's initiatives has been life-changing. Their passion for uplifting the community is evident in every event and program they host. I am constantly amazed by their commitment to making a tangible impact in Northridge.

- Liam Anderson

Bright Beginnings Foundation has profoundly impacted my life. Their commitment to empowering the community is truly admirable. The programs they offer are not only enriching but also foster a sense of unity and support. I'm proud to be part of their journey.

- Jordan Bennett