Legacy Full Circle

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 a Strategy Session Our Mission

18+

Years in Business

100+

Yrs Combined Exp.

Product Lines

States Served

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.

Our Network