Get a Quote
mail@sanfilippoins.com
408.295.1195

A Client-Centered Approach

Every financial journey tells a story. For some, it's all about home and family. For others, it's about living an adventurous life traveling the world. Whatever shape your dreams take, we look forward to helping you make them a reality.

Learn More

We're passionate about achieving your goals.

Helping our clients achieve financial success is what gets us out of bed in the morning and has us hitting the ground running. We're excited to work with you to bring your financial strategy to life.

Contact Us

Personal Insurance

We work with you to outline what's most important and craft a financial strategy around your needs.

Learn More

Commercial Insurance

We focus on building meaningful experiences for our clients, thanks to decades of experience.

Learn More

Life Insurance

Your goals are our goals. We're as invested in making sure you have a solid financial strategy as you are.

Learn More
Life Insurance for Young Adults

Life Insurance for Young Adults

Getting Life Insurance before 40 isn’t as uncommon as you think. Find out why this can be a super smart decision for just about anyone.
Learn More
Did You Know This Fact About Foggy Conditions?

Did You Know This Fact About Foggy Conditions?

Foggy conditions make driving more hazardous, but high beams aren't the answer.
Learn More
Rental Car Insurance: To Buy or Not to Buy

Rental Car Insurance: To Buy or Not to Buy

Before you buy insurance for your car rental, make sure you know what it covers. Find out the pieces of a car rental policy, and whether your regular auto coverages already have it.
Learn More
What is a Homeowners Insurance Policy?

What is a Homeowners Insurance Policy?

Do you know what a Homeowners Insurance Policy is?
Learn More

Take Our Natural Disaster Preparedness Quiz!

Are you prepared for the next natural disaster? Our quiz will help illuminate just how ready you are when Mother Nature strikes.

Have a Question

Thank you!
Oops!