Helping Families Build Wealth
Protect what matters
and Leave a lasting legacy
A Personal Experience Changed My Mission
Financial planning became more than just a career for me—it became a mission.
My journey into financial services began after experiencing firsthand the impact that a lack of preparation can have on a family. When I lost a loved one who didn’t have life insurance, I witnessed the emotional and financial challenges that followed during an already difficult time.
That experience changed the way I viewed financial planning. I realized that protecting your family and preparing for the future isn’t just about money—it’s about making sure the people you love are cared for when they need it most.
Inspired by that experience, I dedicated my career to helping individuals, families, and business owners understand the importance of financial protection, wealth building, and long-term planning.
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Before entering the financial services industry, I worked in Information Technology, where I developed strong problem-solving skills, attention to detail, and a passion for helping people find solutions. Those values continue to shape the way I serve every client.
I believe financial planning should always begin with people, not products. Every family has unique goals, dreams, and challenges, which is why I take the time to listen, educate, and create strategies tailored to their needs.
My mission is simple: to help families protect what matters most, build lasting wealth, and leave a financial legacy for generations to come.
Because financial planning isn’t just about preparing for tomorrow—it’s about creating confidence today.
Have you ever wondered..
✓ Will my family be okay if something unexpected happens?
✓ Will I have enough to retire?
✓ Am I making the right financial decisions?
You don’t have to figure it out alone
We’re here to help you build a strategy that gives you clarity and confidence.
How can I help
Life Insurance Family Protection
Protect the people who matter most with strategies designed to provide financial security when your family needs it most.
Retirement Income Planning
Build a retirement strategy designed to help you create reliable income and enjoy greater confidence in your financial future.
Legacy Planning
Create a thoughtful plan to protect what you’ve built and help pass your wealth and values on to future generations.
Wealth Building Strategies
Develop personalized strategies to grow, protect, and manage your wealth while working toward your long-term financial goals.
What You Can Expect
Your Complimentary Financial Consultation
Meeting with Mario is simple, educational, and focused entirely on your goals. During your consultation, you’ll have the opportunity to discuss your current financial situation, ask questions, and explore personalized strategies designed to help you build confidence in your financial future.
Get to Know Your Goals
We’ll start by understanding you, your family, and what matters most to you. Your goals come first.
Review Your Current Financial Picture
We’ll start by understanding you, your family, and what matters most to you. Your goals come first.
Receive Personalized Guidance
You’ll receive clear, straightforward guidance tailored to your goals, needs, and financial priorities.
Build a Plan for the Future
Together, we’ll develop a personalized strategy designed to protect your family, build wealth, and create lasting financial security.
No Pressure. Just Honest Guidance.
Your consultation is completely complimentary and comes with no obligation. The goal is to provide education, answer your questions, and help you make confident financial decisions—at your own pace.
Interested in a Career in Financial Services?
Mario is also passionate about mentoring individuals who want to build a meaningful career helping families improve their financial future. If you’re interested in learning more about joining the team, schedule a discovery call to explore the opportunity.
These FAQs are concise, easy to scan, and directly address the concerns Mario identified—such as affordability, trust, existing financial arrangements, and uncertainty—while reinforcing his educational, relationship-focused approach.
What happens during the complimentary consultation?
During your complimentary 30-minute consultation, we’ll discuss your financial goals, review your current situation, and explore strategies that may help you build wealth, protect your family, and prepare for retirement. You’ll also have the opportunity to ask questions in a comfortable, no-pressure environment.
Is the consultation really free?
Yes. Your initial consultation is completely complimentary and comes with no obligation. The goal is to provide education, answer your questions, and help you better understand your financial options.
Do I need to have a lot of money to work with you?
Not at all. Mario works with individuals, families, and business owners at different stages of their financial journey. Whether you’re just getting started or planning for retirement, the focus is on creating a strategy that fits your goals.
Will I be pressured to purchase a product?
No. Mario believes in an education-first approach. Every recommendation is based on understanding your goals and helping you make informed decisions—not on high-pressure sales.
How long does the consultation take?
Most initial consultations take approximately 30 minutes, giving you enough time to discuss your goals, ask questions, and explore potential strategies.
What should I bring to my consultation?
Just bring any questions or concerns you have about your finances. If applicable, it may also be helpful to have information about your current retirement accounts, insurance policies, or financial goals so the conversation can be more personalized.
Helping individuals and families protect what matters most, build lasting wealth, and leave a legacy for generations to come.
Contact Us:
📍 California
📞 (213) 267-4659
✉️ msalazar.surgealliance@msalazar-surgealliancesurgealliance
🕒 Monday – Friday
9:00 AM – 6:00 PM (PST)