Established by Angela Chen in 2017, we specialize in life stages-based holistic insurance and financial solutions. We can provide comprehensive financial strategies or focus on one specific area of need. Our collective experiences, knowledge, and access to various insurance products allow us to deliver solution-based planning for our clients' best interests. We help individuals, families, and business owners achieve financial security in all their life stages and create wealth to benefit future generations.
Life Stages LLC is a Delaware company that operates primarily in the San Francisco Bay Area, Santa Clara, and San Mateo counties, California.
We deliver personalized insurance solutions and financial planning strategies with innovative products and services that help our clients manage risks, protect their assets, invest wisely, retire abundantly, live fulfilled with financial goals achieved through our expert guidance and unwavering commitment to excellence.
To strengthen the American middle class by empowering individuals and businesses to achieve financial security and stability, ensuring peace of mind, and supporting wealth-building opportunities for prosperity and upward mobility for future generations.
Our core values are the foundations for Life Stages Insurance and Financial Services' identities, shaping how we interact with our customers, colleagues, employees, and stakeholders. They help foster a consistent workplace environment and drive business strategies. We rely on our core values to guide our actions and decision-making, ensure all employees align with our mission and culture, and differentiate us from others in the market.
We uphold the highest honesty, transparency and ethical standards in all interactions and transactions with our clients and partners.
We prioritize the well-being and dignity of every individual we serve, recognizing the importance of relationships and compassion in our work.
We are dedicated to providing exceptional service, striving to exceed expectations and deliver value to enhance our client experiences with humility.
We take ownership of our actions and decisions, ensuring we are accountable to our clients and the community.
We adapt to evolving industry trends and client needs, continuously seeking innovation and improvements in all aspects of our business.
We express gratitude and offer kindness in return, recognizing the trust our clients place in us and the opportunity to serve them.