Our Team

HAROLD WILSON - Owner and President 

Harold Wilson is a Broker for Life and Health Insurance and an Agent with Union Central Life Insurance Company. He was formerly with Guardian Life/Park Ave Securities and New York Life/NYL Securities as an Agent/Registered Representative and an Insurance Agent with Mega Life and Health where he was honored as the 2004 New Agent of the Year. While with the New York Life Insurance Company, Harold was named 2005 NY Life Case Rate Leader and 2005 New Agent of the Year for the San Fernando Valley General Office. Before starting out in the Insurance Industry, Harold owned and operated an art gallery/picture framing business in Petaluma, CA. For 11 years, he was with the Alto Richardson Bay Fire District in Mill Valley, CA as a Fireman, Lieutenant/Fire Protection officer and /Fire Marshal.  Harold's hobbies are sports fishing and photography.  

PROFESSIONAL MEMBERSHIPS: National Association of Insurance and Financial Advisors (NAIFA), MDRT, President's Council

Email: hwilson@financialstrategies4u.com
CA Insurance License # 0D88077

AMELIA H. PETERS - Administrator/Financial Representative
 
Amelia H. Peters has a solid background in Management and Customer Service from her experience as a Law Office Administrator for over 25 years.  As a past member of the Association of Legal Administrators (ALA) and a past associate member of the American Bar Association (ABA), Amelia has completed continuing education on General Administration, Human Resources, Marketing and Financial Management. Aside from being the Administrator for the company, she is also a Financial Representative. With a college background in Architecture, Amelia has the patience and is very detailed in dealing with her work. She is a "people person" which helps when she and her staff diligently provide "customer service" for all clients. 

PROFESSIONAL MEMBERSHIP: National Association of Insurance & Financial Advisors (NAIFA)