Corporate Headquarters
27201 Puerta Real, Ste. 300
Mission Viejo, CA 92691

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(877)-322-0407
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CEO shoreline Financial Services image

Jeffrey C. Vallez, CLTC®

Founder/CEO

With over 15 years in the financial industry, from mortgage loans, real estate, equipment financing and retirement planning, Jeff has always had a passion for investments. In 2006 he started Shoreline Financial Services LLC as a vision of a full service financial agency with the goal of using his expertise to help people plan for financial growth and security. Jeff is a proud member of the National Ethics Association and the Better Business Bureau. Jeff resides in Ladera Ranch with his wife Lindsay, daughter Maddison and son Weston. He is active in the community including sports coaching and local sponsoring.

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Scott E. Heinila, RICP®, CLTC®

Senior Wealth Advisor

Scott started his insurance career in 2001 dedicating his time to assisting insurance and financial Advisors and their Clients within the three facets of Protective Portfolio Planning – annuities, life insurance, and long-term care insurance. Scott currently is the President of PCC Consulting, a wholesale insurance distributor and marketing firm. He is also the President and Founder of Prism Wealth Preservation, a professional financial & insurance services firm specializing in working with pre-retirees, retirees and business owners. As an expert in the industry with 19+ years of experience, Scott conducts numerous insurance and financial planning seminars throughout the year. Scott is an active member of the National Association of Insurance & Financial Advisors (NAIFA) and the Financial Planning Association (FPA). He maintains the RICP (Retirement Income Certified Professional) designation through the American College and the CLTC (Certification for Long-Term Care) designations.

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Chris Stolrow, CLTC®

Retirement Planner

Chris Stolrow received his BA in Business from Cal State Fullerton and subsequently led a successful career in the medical industry with an emphasis in management, consulting, marketing and finance. Chris has always had a passion for financial management and helping others understand the power of investments and planning for the future. He decided to follow his passion and join Shoreline Financial as a retirement planner with a focus on education, attention to detail, customer service and integrity. Chris has his license in life insurance with specialties in annuities and long-term care.

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Scott Luster

Retirement Planner

Scott began his career in 1982 as a Personal Lines producer, delivering Property/Casualty, Life Insurance, and Investments to his clients. His success over those early years led him to positions as a Manager, District Manager, and Regional Sales Manager with one of the country's largest carriers. Always with a strong focus on recruiting, training, and total development of agents and advisors, he distinguished himself, winning multiple company awards. Most recently, Scott served as the Field Vice President of Sales and Marketing for GCU, a Pennsylvania domiciled Fraternal Benefit Society. During his nearly 7 years there, he and his team successfully developed hundreds of agents and advisors while the company grew from a little over $500 million in assets to over $1.4 billion.

Accredited VA Claims Agent #19359/Retirement Planner image

Matt Clark

Property and Casualty Agent

Matt Clark owner of PMIA Insurance Services. Our mission is to empower our Members with peace of mind through a collective balance of strategic risk management solutions. We work closely with our Members to outline potential financial risks, vulnerabilities and shortcomings. We develop a customized strategy that suits each Member’s unique situation. As circumstances change, PMIA actively modifies and adjusts our Members’ risk management portfolios. Private Management Insurance Agency’s team is committed to providing the highest level of professional service and attention. We provide our Members with updates, reviews, and analysis to ensure they are not vulnerable to any significant financial loss. We use state of the art technology and communication tools to keep our Members informed in real time, affording them the confidence that what they cherish most is being protected. PMIA is available to our Members 24/7 to provide solutions when solutions are needed.

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Lin A. Gaar, CRTP®

Registered Tax Preparer

Lin A Gaar is a Registered Tax Return Preparer with the Internal Revenue Service and the State of California. Self-Employed since 1984, Lin prepares individual, corporate, partnership, LLCs and Trust/Fiduciary Income tax returns for over 500 clients annually as well as thousands of hours of consulting advice. He specializes in self-employed individuals across various industries such as real estate and financial services. Lin takes a concierge approach to his practice by servicing all of his clients personally and by getting to know his clients and families. Although he is located in California, Lin is familiar with many other state tax laws and frequently prepares returns for his out-of-state clients. Lin has based his tax practice on expertise, honesty, and dependability.

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Andy Nguyen, Esq.

Personal Finance Attorney

Andy Nguyen is an estate planning attorney, specializing in drafting trusts, wills, and other legal documents to ensure that his clients and their loved ones are protected. He takes a holistic approach to his practice of the law by getting to know his clients and their families on a personal level, making sure their exact wishes and goals are carried out. He is the principal attorney and founder of Nguyen Law Group (www.personalfinance.lawyer) and he has helped hundreds of clients across Southern California. Andy has based his law firm on several fundamental principles--trustworthiness, dependability, honesty, expert legal knowledge, and a high level of customer service. Andy considers himself not just as a lawyer, but a trusted counselor for his clients.

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