Independent Insurance Advisors

Welcome
Home,
Advisors.

The transparent, no-nonsense IMO that turns independent advisors into thriving agencies. No games. No unrealistic hype. Just honest pathways to exceptional growth.

Book Strategy Session New Agent Sign Up

Why Legacy Full Circle

Your Transparent Partner in Growth

18+ Years in Business

100+ Yrs Combined Exp.

4 Product Lines

Transparent contracts, honest compensation

In-house team + dedicated carrier partners

Full back office — save on tech & staffing

Built for independent advisors & agency builders

Life · Annuities · Long Term Care · Disability

Why Legacy Full Circle

Step Into a New
Level of Clarity

We've built a culture where honesty and simplicity lead the way. When you partner with Legacy, you gain a dedicated team whose sole purpose is helping you grow.

No Games, No Hype

Transparent contracts, honest comp, and zero unrealistic promises. We work for you — not the other way around.

A Century of Combined Experience

In-house professionals backed by strategic carrier partners — ready to support every client, every deal.

Back Office + Technology

We handle the back office so you focus on clients. Save on tech, staffing, and overhead while scaling faster.

Built for Real Growth

Niche markets, top-tier lead programs, and strategic guidance to take your practice from good to exceptional.

"You're not just joining an IMO — you're coming home."

— Gabriel Paredes, Founder

What We Offer

Everything You Need
to Thrive

Six core services, one unified team. We don't outsource your success.

Marketing Insights

Access cutting-edge marketing resources and lead programs tailored to your practice. Generate the right clients at the right time.

Personalized Coaching

One-on-one guidance from industry veterans. We meet you where you are and build a clear path to where you want to be.

Case Design

In-depth case design support so you walk into every presentation with confidence. Close more deals, protect more families.

Strategic Growth

Long-term strategic guidance on structuring and scaling your practice — whether you're building solo or growing a full agency.

Team Development

Recruiting, training, and developing high-performing agents and agencies. Turn your vision into a living, producing organization.

Back Office Support

Technology, contracting, licensing, and operations — handled. You stay in the field. We handle everything behind the scenes.

The People Behind Legacy

Meet the Team

Industry professionals with a combined century of experience — dedicated to your success every single day.

Founder & President

Gabriel Paredes

Founded Legacy Financial in 2008 with a clear vision: a firm where independent agents could thrive with integrity and full ownership. Seasoned entrepreneur and real estate investor across Southern California.

Director of Agencies & Training

Jaime Paredes

Nearly 20 years of entrepreneurial, sales, and leadership experience. Built multiple businesses including his own insurance agency. Top personal producer in life insurance and retirement planning.

Agent & Agency Development

Laura Oviedo

UC Berkeley graduate. Built her foundation at LACERA before becoming a full-time independent agent in 2005. Helps agents with hands-on guidance, strategic insight, and a deeply client-centered approach.

Coming Soon

Laura Valle

A dedicated member of the Legacy Full Circle family committed to advisor success. Full bio coming soon.

Contracting & Licensing

Giselle Lopez

USC Business Administration graduate. Former L'Oréal brand strategist. Brings precision and attention to detail to contracting and licensing — supporting agents from day one.

Ready to join this family?

View Opportunities →

Our Network