Member Spotlight: MOJO Thrive Financial Partners
Securing Futures with MOJO Thrive: 24 Years of Financial Planning Excellence
For over two decades, Teresa Cervantes has been a trusted name in financial planning, helping families and small businesses in San Marcos secure their financial futures. Now she has launched her own brand, MoJo Thrive Financial Partners. As proud members of the San Marcos Chamber, they specialize in providing valuable services tailored to meet the needs of middle Americans. With a commitment to education and community, MOJO Thrive empowers clients to navigate their financial journeys with confidence and peace of mind.
How long have you been in business? 24 years
What does your business do? Life Insurance with Living Benefits, Tax-Free Retirement, IUL for kids, Mortgage Protection, Small Business Planning, Annuities, and 401K
What services and/or specialty products do you provide? We help middle Americans build a solid foundation for their financial future.
What sets you apart from others in your industry? We are financial planners that provide free educational workshops in our community. Our services are 100% free with no initial or monthly fees to our clients
What question are you asked most frequently by clients / prospective buyers? If we offer free financial workshops and our services are free, how do we get paid?
What is your favorite business success story? Helping our clients with Life Insurance with Living Benefits, our clients will never be forced to create a “Go Fund Me” account if tragedy strikes
What motivated you to join The San Marcos Chamber? I live in San Marcos CA, my two sons grew up and attended San Marcos schools, I love San Marcos.
As someone doing business in San Marcos, what are you looking forward to accomplishing with the Chamber? I want to help our community discover the peace of mind that comes with having the right financial plan in place
What's your best piece of business advice? Preparing for your financial future is one of the most important steps you can take in life. From tax advantaged strategies to lifetime income solutions, we can help you create and enjoy the retirement of your dreams
Business website: https://mojothrive.com
Business Instagram handle: @mojothrive_financial_partners
Business Facebook page: MOJO Thrive Financial Partners
