Annuity Agents in California

Connect with licensed annuity agents serving California. Compare their experience, specialties, and designations below, then reach out to the agent who fits — there's no cost and no obligation.

18 agents in California | Sorted by: Tier & ExperienceAll States

Read the California annuity guide — rates, rules & taxes →

Agents Living in California

Kevin Jensen
Licensed Agent
Santa Rosa, California
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James Valenzuela, RICP, CPFA
Licensed Agent · 24 years
Retirement Income Certified ProfessionalCertified Plan Fiduciary Advisor
Duarte, California
Retirement Planning, Plan Fiduciary
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Jason Foster
Licensed Agent · 23 years
LACP
Murrieta, California
Retirement Income Planning, Annuities, Long Term Care Planning
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Ryan Couf
Licensed Agent · 10 years
San Diego, California
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Wesley Heberling
Licensed Agent · 2 years
Benicia, California
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Licensed Agent
Elk Grove, California
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Licensed Agent
Poway, California
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Licensed Agent
Fresno, California
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Jon Mall
Licensed Agent
Chino, California
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Olivier Ngo
Licensed Agent
Millbrae, California
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Agents Licensed in California

Brett Blake
Licensed Agent · 2 years
MBA
Gilbert, Arizona
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Lynne Clausen
Licensed Agent · 33 years
Real Estate Sales AdvocateDale Carnegie Course & CoachAHIP Medicare Certification
Parrish, Florida
Group Health Insurance, Medicare, Social Security
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Glenn Arakawa
Licensed Agent · 13 years
Waipahu, Hawaii
Fixed Index Annuities, Indexed Universal Life, Medicare
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Ryan Bartels
Licensed Agent
Georgetown, Texas
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Jennifer Kaukeano
Licensed Agent
Waipahu, Hawaii
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Licensed Agent
Aurora, Colorado
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Mark Mabaquiao
Licensed Agent
Henderson, Nevada
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Mark Shelby
Licensed Agent
AIF®, Accredited Investment FiduciaryCF2®, Certified Financial Fiduciary
Williamsburg, Virginia
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Choosing an annuity agent in California

A licensed annuity agent helps you understand how annuities work and whether one fits your retirement plan, offering plain-language guidance on the trade-offs so you can decide for yourself. Every agent listed here is licensed in California and held to the same professional standards, so you can focus on finding the right personal fit.

As you compare, look at each agent's years of experience, the specialties they list, and any professional designations. When you're ready, reach out through their profile. A first conversation is simply a chance to ask questions — you're never obligated to buy anything.

Annuity rules in California

Annuities are regulated state by state, so the protections that apply to you depend on where you live. California sets its own free-look period, replacement rules, and premium-tax treatment for annuity contracts. Understanding these before you talk to an agent makes the conversation more productive.

See California annuity taxes & rules →

How agents are listed

All agents on Annuity.com are licensed insurance professionals, vetted and held to the editorial and conduct standards overseen by our advisory board. Every agent meets the same licensing requirement to appear on this page.

Frequently asked questions

Are the agents listed here licensed in California?

Yes. Every agent shown on this page is licensed to sell annuities in California. Licensing is required to be listed — it isn't optional.

How do I choose an annuity agent in California?

Compare the experience, specialties, and designations on each card, then reach out to one or two who seem like a good fit. A first call is just a conversation — you can ask questions and decide whether to continue.

Does it cost anything to contact an agent?

No. Reaching out through an agent's profile is free, and there's no obligation to buy.

What annuity rules should I know about in California?

California has its own free-look period, replacement rules, and premium-tax treatment. You can review them on our California annuity taxes & rules page before you talk to an agent.

Don't see the right fit? Browse agents in a nearby state, or explore annuity guides in our Learn center.