We are Monica Thurman and Tomas Avalos, a duo that has been in the insurance industry for over 30 years. We founded Driven Financial in 2017 with the goal of providing top-quality life insurance and annuities brokerage services, as well as financial education to the masses.
In the beginning, our business was based in San Diego and we quickly gained a reputation for excellence. However, when the coronavirus pandemic hit, we knew we had to make a change. We made the difficult decision to take agent trainings into a virtual space, close our San Diego office and move to a "small" town in the heart of Southern California, Lake Elsinore. Although the transition was tough at first, the community of Lake Elsinore welcomed us with open arms and we've become very active in the community.
In addition to providing excellent insurance and annuities brokerage services, we are also passionate about supporting our community. We sponsor the local water polo club and softball league, encouraging the youth to stay active and have fun. We believe in building trust and relationships within the community and are always looking for ways to give back.
Thank you for considering Driven Financial for your life insurance, 401k, pension, and TSP needs. We look forward to serving you and helping you achieve your financial goals.
-Monica & Tomas
Term life and permanent life are the two main types of life insurance policies that offer tax-free, living benefits and a death benefit and customizable to the specific needs of your family.
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Start planning for retirement now to take advantage of the power of compounding interest. We calculate required after-tax returns, assess risk tolerance, and offer estate planning
LONG TERM CARE
Planning for Long-term care protects what you have saved by providing for a variety of services which help meet both the medical and non-medical needs of our clients.
What people say about us.
Here are comments from our beloved clients
I really can't express how thankful I am to have found DrivenFin. They helped me with my parent's financials after they passed away and I was going through what I was going through. They made things so much easier and were able to answer any questions that came up. If you are in a situation like mine, please contact them!
I want to start by saying that I wasn't really looking for a funeral insurance but it was recommended to me. It's been over a year now and I'm glad I listened. My dad passed away in December and I didn't have to worry about anything, because everything was taken care of with his policy. This is the best decision we made for our family, Thank you DrivenFin!
YEARS OF EXPERIENCE
29991 Canyon Hills Road
Lake Elsinore, CA 92532