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- Page 2

# New SBA loan approvals: finance & insurance businesses in California, page 2 of 2

Records 51 to 87 of the 87 newest listed for this hub. Source: U.S. SBA FOIA loan data.

[1](/hub/sbaloanpulse/state_industry/ca--finance-insurance) 2

| Business | City | Industry | Loan | Approved |
|---|---|---|---|---|
| HarvestWise Wealth LLC, ESCONDIDO CA | ESCONDIDO | Portfolio Management and Investment Advice | $350,000 | 2026-04-22 |
| SANDOVAL INSURANCE & FINANCIAL SERVICES INC., COVINA CA | COVINA | Insurance Agencies and Brokerages | $508,000 | 2026-04-08 |
| California Educators; California Educators Financial & Insurance Services, Westlake Village CA | Westlake Village | Insurance Agencies and Brokerages | $1,355,000 | 2026-04-08 |
| Rize Risk Insurance Brokers, WESTLAKE VILLAGE CA | WESTLAKE VILLAGE | Insurance Agencies and Brokerages | $565,000 | 2026-04-07 |
| PAUL DIAZ INSURANCE AGENCY, INC., Burbank CA | Burbank | Insurance Agencies and Brokerages | $572,000 | 2026-02-11 |
| Schulze Enterprises Inc., YORBA LINDA CA | YORBA LINDA | Other Activities Related to Credit Intermediation | $500,000 | 2026-01-27 |
| Carlos Perez Insurance Agency, Salinas CA | Salinas | Insurance Agencies and Brokerages | $279,000 | 2026-04-23 |
| CRFTPFJAF, INC., FAIRFIELD CA | FAIRFIELD | Insurance Agencies and Brokerages | $385,700 | 2026-01-26 |
| Trinity Miller Insurance Agency LLC, REDDING CA | REDDING | Insurance Agencies and Brokerages | $369,400 | 2026-01-13 |
| MRL Insurance Agency LLC, SARATOGA CA | SARATOGA | Insurance Agencies and Brokerages | $443,000 | 2026-06-30 |
| Jimmy Ramirez Insurance Agency, Inc, SAN PEDRO CA | SAN PEDRO | Insurance Agencies and Brokerages | $300,000 | 2026-06-25 |
| Rios Capital Holdings LLC, Atwater CA | Atwater | Insurance Agencies and Brokerages | $200,000 | 2026-06-23 |
| VAN GORDON INSURANCE AGENCY LLC, GARDEN GROVE CA | GARDEN GROVE | Insurance Agencies and Brokerages | $350,000 | 2026-06-18 |
| TRULO MORTGAGE, LLC, Los Angeles CA | Los Angeles | Mortgage and Nonmortgage Loan Brokers | $150,000 | 2026-06-12 |
| Broker's Network Inc, MORGAN HILL CA | MORGAN HILL | Mortgage and Nonmortgage Loan Brokers | $100,000 | 2026-06-11 |
| ALTA VIEW INSURANCE SERVICES INC, SAN BERNARDINO CA | SAN BERNARDINO | Insurance Agencies and Brokerages | $100,000 | 2026-06-03 |
| Romar Wealth Management LLC, OAKLAND CA | OAKLAND | Portfolio Management and Investment Advice | $129,000 | 2026-05-28 |
| CLAUDIA ALARCON INSURANCE AGENCY, INC., Chula Vista CA | Chula Vista | Insurance Agencies and Brokerages | $451,000 | 2026-05-26 |
| AVALAN, LLC, WESTLAKE VILLAGE CA | WESTLAKE VILLAGE | Portfolio Management and Investment Advice | $229,000 | 2026-05-15 |
| Winn Financial and Tax Services, REDDING CA | REDDING | Portfolio Management and Investment Advice | $360,000 | 2026-05-15 |
| Serenity Wealth Management Corp., LONG BEACH CA | LONG BEACH | Portfolio Management and Investment Advice | $121,000 | 2026-05-15 |
| SOUTH SACRAMENTO INSURANCE AGENCY, SACRAMENTO CA | SACRAMENTO | Insurance Agencies and Brokerages | $114,800 | 2026-05-14 |
| insureCAL Insurance Agency, Modesto CA | Modesto | Insurance Agencies and Brokerages | $456,000 | 2026-04-30 |
| PEACE & GRACE INSURANCE SERVICES, LLC, ATWATER CA | ATWATER | Insurance Agencies and Brokerages | $205,300 | 2026-04-30 |
| TLondon Insurance Services LLC, LOS ALAMITOS CA | LOS ALAMITOS | Insurance Agencies and Brokerages | $250,000 | 2026-04-22 |
| Frankie R Flores Insurance Agency Inc, Emeryville CA | Emeryville | Insurance Agencies and Brokerages | $350,000 | 2026-04-22 |
| 21 Blast Corp, Auburn CA | Auburn | Mortgage and Nonmortgage Loan Brokers | $134,000 | 2026-03-25 |
| Rich Toreson Insurance Agency Inc, MOUNT SHASTA CA | MOUNT SHASTA | Insurance Agencies and Brokerages | $200,000 | 2026-03-24 |
| Stepanian Agency & Financial, Inc., Encinitas CA | Encinitas | Insurance Agencies and Brokerages | $239,000 | 2026-03-19 |
| BNKV INSURANCE SOLUTIONS, AGOURA HILLS CA | AGOURA HILLS | Insurance Agencies and Brokerages | $350,000 | 2026-03-16 |
| WESTWAYS INSURANCE AGENCY INC., BREA CA | BREA | Insurance Agencies and Brokerages | $350,000 | 2026-02-27 |
| Michael L Bishop Inc, MURRIETA CA | MURRIETA | Portfolio Management and Investment Advice | $280,000 | 2026-02-24 |
| ROADGUARD INSURANCE SERVICES, INC, GLENDALE CA | GLENDALE | Insurance Agencies and Brokerages | $300,000 | 2026-02-19 |
| 20/20 EMPLOYEE BENEFITS LLC, EXETER CA | EXETER | Insurance Agencies and Brokerages | $180,000 | 2026-02-04 |
| TD CAPITAL, IRVINE CA | IRVINE | Insurance Agencies and Brokerages | $350,000 | 2026-02-04 |
| PEACE & GRACE INSURANCE SERVICES, LLC, Atwater CA | Atwater | Insurance Agencies and Brokerages | $210,200 | 2026-01-27 |
| MERCHANTZOOM, ANTIOCH CA | ANTIOCH | Financial Transactions Processing, Reserve, and Clearinghouse Activities | $333,900 | 2026-01-02 |

[1](/hub/sbaloanpulse/state_industry/ca--finance-insurance) 2

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