Julie La

As 2025 comes to a close, it’s the perfect time to review your insurance policies and financial outlook to ensure you’re protected and on track for your retirement goals. Life changes—such as purchasing a new home, adding a vehicle, expanding your family, or growing your business—often mean it’s time to update your coverage. I’m here to help you review your insurance alongside your overall financial picture, so your protection aligns with both your budget and long-term retirement objectives.

As a licensed insurance agent and registered financial representative, I provide a comprehensive approach to managing risk and preparing for the future. I understand that every household and business is unique, and there’s no one-size-fits-all solution. Together, we will create a personalized approach that includes car, home, life, health, and small business insurance designed to protect you from life’s unexpected events. Having the right protection in place not only safeguards your family and business but also supports the growth of your assets toward meeting your retirement goals.

If you are a small business owner, I can assist you in navigating the complexities of business insurance and financial needs. From liability and property coverage to employee benefits and business continuation assistance, I work with you to protect what you’ve built and help your business succeed.

I focus on working closely with you to develop a plan that makes sense for your individual needs and lifestyle. My office offers both in-person and video meetings to provide the convenience and flexibility you deserve. I look forward to meeting you and having the opportunity to support your insurance and financial needs.

A little about me: I am an Asian immigrant who grew up in Oakland and graduated from UC Berkeley with a degree in Economics. My passion for helping others prepare for both unexpected challenges and a secure retirement led me to become a State Farm agent. Through State Farm Alliances, I can also connect you with resources for pet insurance (Trupanion), consumer loans (LightStream) ensuring you have access to a broad range of financial resources.

Let’s work together to build a solid foundation for your personal and business future. Contact me today to begin your personalized insurance and retirement journey.

If there is anything we can help you with regarding your insurance protection plan, we would be happy to assist! Please give us a call, text, or we would love for you to stop by the office (plenty of free street parking)! We look forward to meeting you and having the opportunity to earn your insurance business.