About Us
The Financial Architects (TFA) is an innovative financial firm that has well over 200 years of combined financial experience. The company is headquartered in Chino Hills, California with 25 additional offices in Southern California, as well as offices across the United States.
The Financial Architects believe in educating their clients on the various products and services it offers which ranges from income protection, retirement planning, living trusts, and advanced niche products.
The firm’s mission statement is “To Educate and Empower” using best practices and up to date knowledge to guide individuals, families, entrepreneurs, and corporations to the best possible solutions for their financial goals.
Jahzeel “JZ” Lara
JZ Lara is a senior broker who has been working with The Financial Architects for almost a decade. She began her career in finance as Operations Manager to the firm, acting as the CEO's right hand, where she gained a wealth of knowledge in all areas of the industry. Her ambition and desire to be of help quickly drove her into the sales force.
Today, she is a TFA franchise owner and Senior Broker. She is currently based in Chino Hills, CA and has both English & Spanish speaking clients all over the United States.
JZ is a proud business graduate of the University of California, Riverside (UCR). She believes in philanthropy over charity, which fuels her ambition to help families with their financial needs and make a significant difference in their lives. As a lover of intellectual challenges, JZ loves how her job drives her to find contextually based plans for each family or business, while navigating through an ever changing economic landscape.
Meet the Team
These professionals were handpicked based on their experience not only in the finance world, but in related industries. Each team member has an area of expertise that compliments the overall goals that our clients strive for be, it aspirations in real estate, tax planning, and business planning.
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Agent
Kristin Romo is an ambitious learner with a background in Law Enforcement who decided to pursue the financial Industry where she could make a difference in more people's lives. Kristin has experience with Mortgage Brokers, Investors, and Escrow Services. She works to help people reach their financial goals and protect their wealth with her knowledge. She believes in educating her clients to empower them. She is a huge believer in family first. She believes that everybody deserves finacial health and more financial wealth. In addition to offering Life Insurance, Financial Products, Income Protection, and Retirement Strategies, Kristin offers other services through her trusted referral partnerships such as Estate Planning, Real Estate, Mortgage Loans, and Escrow Services. Aside from her passion in the financial industry. Kristin enjoys outdoors, animals, family, and music.
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Agent
As an enrolled agent and 20+ year certified tax preparer, Sugey Piedra likes to make her clients’ money work for them so that they don’t have to work forever.
In her daily work as co-founder of Prominence Business & Wealth Management, Sugey supports high-earning, service-based business owners achieve long-term wealth through a holistic approach to financial services, providing bookkeeping, tax preparation, financial planning, and tax strategy under one roof.
Together with her two sisters/co-founders, Sugey runs the business, where they provide insights into business taxes, wealth building and what it means to really create financial freedom. Sugey has also been featured on many podcasts like, Sell without Selling, Doctor Me First, Latinos Who Thrive and many more.
When she’s not helping service-based business owners to grow their income, Sugey enjoys traveling, horseback riding and working on her own growth mindset.