Since 2015, The Financial Architects has been Southern California’s best solution for all financial services. From retirement planning to 401k rollovers to securing the industry’s best life insurance policies, TFA offers a comprehensive list of a variety of financial consulting services. With over 12 locations, founder and CEO Manuel Soto franchised his business to expand his brand through motivated individuals interested in owning a business within the financial service sector!

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    Opportunity

    Securing optimal life insurance policies is crucial to assure financial security for families who have suffered a loss. With projections that over 38% of men and women will be diagnosed with cancer in their lifetime, franchising a TFA is highly recommended if you’re passionate about providing these critical services to members of your community. Moreover, the life insurance and annuities industry in the U.S. garners a combined revenue of $855 billion. About $70 trillion of wealth is projected to switch hands over the next 25 years, providing ample opportunity for you as a franchisee to provide TFA services to people who seek them.

    Offerings

    Entrepreneurs have two franchise opportunities to choose from: a home-based model or a brick and mortar model, with two franchise development available. The first is the opportunity to own a single unit franchise which allows you to operate your own TFA in a protected territory of your choice. The second option is our Area Development Franchise, offering you the opportunity to lock down a larger territory and build a series of TFA locations/territories at your own pace. Both deals are economically priced to maximize your opportunity to become a business owner, and our potential to become a nationally recognized brand. 

    Training

    Potential franchisees are recommended to have experience as insurance brokers or financial specialists. For those that don’t, the franchise investment includes a thorough training program that includes 38 hours of classroom training. Upon completion, franchisees will have a deeper understanding of the financial services we provide, how to staff your team, handle administrative duties, and market your location to drive in more business. Our franchise support team will also provide ample guidance throughout your franchise development and ongoing operations.

    Disclaimer

    This website and the information contained herein does not constitute the offer or sale of a franchise. There are certain states that require the registration of a FDD before the franchisor can advertise or offer the franchise in that state. This franchise may not be registered in all registration states and may not offer franchises to residents of those states or to persons wishing to locate a franchise in those states until compliance guidelines are met. The offer and sale of a franchise can only be made through the delivery and receipt of a Franchise Disclosure Document (FDD).
    •   I had a difficult time just trying to setup an initial meeting. I sent a message on yelp on Monday. The first response was immediate. They got my phone number... Read More

      thumb Dinesh G.
      8/10/2021

        5 star service from the initial point of contact to date! After my children lost their father this January I decided to invest in a life insurance policy. Manny and... Read More

      thumb Christy M.
      5/21/2021

        As an Estate Planning attorney I like having financial advisors in my corner who can help assist my clients with their life insurance, retirement and financial investment needs.

      Manny and his... Read More

      thumb Heather Lynn H.
      4/07/2021
    •   I've been friends with the broker and 3 of his agents for years. I believe everybody should have a financial road map. So everyone of my real estate clients and... Read More

      thumb Katherine A.
      2/25/2021

        Natalie helped me get life insurance policy that I needed. She was helpful and very informative and took care of everything for me. Would definitely recommend her to anyone.

      thumb Nadieska B.
      1/01/2021

        I'd definitely recommend this great team for financial investment needs or insurance options. Financial Architects provided exactly what I needed for my family. I highly recommend you giving them a... Read More

      thumb Dylan B.
      11/17/2020
    •   After a horrible experience with Met Life, I found Manny and his crew and he redeemed my trust with life insurance agents. He went above and beyond my expectations and... Read More

      thumb Leslie M.
      11/02/2020

        Five stars doesn't do Manny and his amazing team justice! The peace of mind I now have for my future is priceless. I did a Term and IUL policy with... Read More

      thumb Ashley Y.
      9/28/2020

        Manny is definitely a connector goes out of his way to help his clients. He can help you with just about anything even if it's not a service that he... Read More

      thumb Faiqa S.
      9/21/2020
    •   If you're wanting advice on your financial future, then this is the place to go. Friendly staff very knowledgeable. Will actually sit and listen to you and then make the... Read More

      thumb Michael S.
      8/23/2020

        I was so impressed by Manny, Omar, Sarita and the team! From the minute I walked in the office, everyone was so genuine, kind and professional.

      This is a team... Read More

      thumb Sheng V.
      12/03/2018

        I have found my go to resource for all things financial planning. Met with Manny Soto last week and feel like I got a 'life tune-up' :) and at the... Read More

      thumb yadira h.
      10/26/2018
    •   I'd like to first say, Thank you to Manny and Omar. I was lucky to meet Omar at a networking event, and then met Manny. These two are all about... Read More

      thumb Elyse I.
      9/07/2018

        Manny and the staff at the Financial Architects are very professional and helped me through the whole process from quote to approval.  Manny was very thorough in explaining life insurance... Read More

      thumb Katarina M.
      9/04/2018

        I want to take a moment and thank Mannyfor his honesty. It's not what Manny and The Financial Architect did but what they DIDN'T DO. I brought my Life Ins... Read More

      thumb Blanca L.
      8/17/2018
    •   I originally went to the Financial Architects as a client after the great work they did for me I went to work for them when I decided to change Industries

      thumb Walter C.
      6/26/2018

        My experience with Erika Manzano and The Financial Architects is quite unique. I have found Financial Planners to usually be very focused on their commissions, rather than my well being...and... Read More

      thumb Eric M.
      6/21/2018

        I found myself wanting to start investing and planning for my future finances, but I had no idea where to start. That's when I reached out to Manny Soto.

      After the... Read More

      thumb Cecilia P.
      6/07/2018
    •   What a breath of fresh air to meet with a true professional who is down to earth and knows his stuff. Manny and his team were absolutely amazing from start... Read More

      thumb Sammer M.
      4/26/2018

        Some of the most professional and welcoming staff I'v ever met. Manny and his crew will not let you down. As someone who is new to this side of the... Read More

      thumb Vicente S.
      4/18/2018

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