A Few Words
We care about our clients and know that their success is our success.
At Chapa Financial Group, we work to be knowledgeable in our industry because we want to protect our clients from the risks they face in life and business.
Our vision for the future is for us to be the first and best choice in the products and services we provide to meet our client’s needs.
We are a company that keeps promises through our partnership, and our success is built on a foundation of shared values: quality service, mutual trust, integrity, and relationships.
Our mission is to provide our clients with the most comprehensive insurance platform that meets their individual, business, and retirement lifestyle.
Our goal is to provide our clients with quality insurance coverage, professional service, and an excellent selection of stable, financially sound insurance companies.
I started my company because I found it necessary to serve those needing guidance in understanding Medicare, Medicaid, Medicare Supplement, and health insurance benefits. To serve and guide the small employer with employee health benefits and to guide the retiree in building a lifelong income in their retirement.
A graduate of UT-Pan American Edinburg Texas in1983 (BBA) in Finance Major and a graduate of Kaplan University Iowa major in Certified Financial Planner (CFP) in 2010.
A member of the Rotary Club Edinburg Texas, an international humanitarian service organization, since 2010. Serve as District Governor South Texas Region in 2021-2022. Serving our communities with charitable service projects focusing on the underprivileged, financially burdened, and markets in our communities.