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About Us

Frank Riddle

President and CEO

Frank graduated from Purdue University in 1983 obtaining his Bachelor of Science degree in Economics and Engineering. In 1989 he received an MBA from La Verne University specializing in finance.

 Frank holds Life and Health insurance licenses in several states including California. He also holds the Certified Annuity Adviser credential. Frank has been instrumental in fund raising for charitable institutions such as the City of Hope Foundation, ALS of Orange County and Dream Launchers.

Frank currently manages assets for over 250 clients and has over 20 years experience in the financial services industry. His primary focus is on providing financial and business planning for small businesses and families. When away from his business activities, Frank enjoys golf, travel and spending time with his four children.

You can call Frank at 949-294-7006.

Ron Norton

Ron Norton graduated cum laude with a BA degree from Brigham Young University. He also received a Master of Public Administration degree from BYU.

Ron has been involved in the commercial insurance business for more than 25 years as a principal of ISU Insurance Services of Irvine, LLC. He specializes in solving his clients’ difficult commercial insurance problems including all forms of property/casualty insurance, intellectual property protection trademarks/copyrights), workers compensation, Directors & Officers coverage, Employment Practices Liability, Bonds and Professional Liability.

Ron’s expertise in commercial insurance makes for an ideal partnership with Frank Riddle’s expertise in financial and business planning. Together they can expertly handle all the insurance needs for any business.

You can call Ron at 949-419-2110.