Pluris Financial Group

Specialties

Pluris Financial Group offers the very best in financial services. From the most competitively priced insurances to highly customized retirement plans. Whatever your needs Pluris will be able to help find the right solution for you.

We pride ourselves in offering cutting edge products with world class service. Clients are our number one priority. Our personal philosophy means you interact with a licensed financial representative (not a call center) who will cater to your unique needs. We only offer solutions from the very best carriers in the industry which are A or A+ rated by AM Best.

Meet the Manager

Roberto T.

Manager

Roberto started his career in the financial industry in 2000. He became the Divisional Sales Manager in 2007 for the Northern CA region. In 2008 he became the Director of Retirement Services and is one of the leading company wide specialists in fixed income solutions. Roberto has been married for 5 years with 3 wonderful children. He is an automotive enthusiast with a competitive spirit.