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Santa Cruz Financial
Santa Cruz Financial Services LLC is a Georgia-based independent insurance agency. Agents shop a network of trusted insurance providers on clients' behalf to...
Overview
Santa Cruz Financial Services LLC is a Georgia-based independent insurance agency. Agents shop a network of trusted insurance providers on clients' behalf to help select comprehensive policies. The firm offers personal insurance, business insurance, and employee benefits solutions. It is licensed in GA, AL, SC and TX.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Rancho Cucamonga
Corporate office
Santa Cruz, CA, United States
Principals
ROY WILLIAMS
Fanny Jacobs
Sector focus
Frequently asked questions
How does Santa Cruz Financial source proprietary deal flow?
The firm sources deals through direct relationships with developers, operators, and institutional partners, particularly in the real estate and energy sectors. It has a reputation for long-standing local connections in California and the Pacific Northwest.
Which sectors does Santa Cruz Financial explicitly avoid?
The firm is known to avoid volatile sectors such as venture capital, public equities, and highly cyclical industries. It prefers assets with stable cash flows and inflation-hedging characteristics.
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