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 – 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 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.

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Chris Stolrow – 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.

Accredited VA Claims Agent #19359/Retirement Planner image

Robert Blacklidge – Accredited VA Claims Agent #19359/Retirement Planner

Robert Blacklidge is a graduate of Long Beach State University with a BA in Political Science. He was a Naval Officer in the Military and served one tour of duty in Vietnam. Robert has always been passionate about helping people safeguard their retirement assets and has done so successfully for decades. The desire to help fellow veterans ultimately lead him to becoming an Accredited Claims Agent with the Veterans Administration. This certification entitles him to assist Veterans across the United States. He is a licensed life insurance agent in both Texas and California. Robert is married and lives in Argyle Texas with his wife Debi. His two daughters and three grandchildren live in the Dallas area.

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Lin A. Gaar - Tax Advisor

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 – Personal Finance Lawyer

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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Bryan D. Ward – CFP, CIMA

With well over a decade of experience specializing in wealth management and advisory services to corporations, non-profit organizations, business owners and established families, Bryan brings a high level of investment forecast and modeling experience to the Ward Aguilar Financial family. His biggest objective is to simplify financial strategies and products, in order to easily educate and guide businesses and individuals to overcome the complexities of the financial market. Over his career, he has been able to advise some of California’s wealthiest families and individuals as well as consult with and manage assets for some of the largest corporations based in Southern California. Bryan is a Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst ™ (CIMA®) practitioner. Bryan has a B.S. from Cal State University, Long Beach, and a degree in financial planning and taxation from UCLA. He also received a professional designation as a Certified Investments Management Analyst from the Wharton School of Business and is a M.S. in Taxation candidate at Howard Taft University. He is a licensed insurance professional in the areas of Life, Health and Property & Casualty. Born and raised in Southern California, Bryan lives in Ladera Ranch with his two daughters, Chloe & Hailey.

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