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, and he is an Investment Advisor Representative/Registered Representative of Ameritas Investment Corp. 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)
CA Insurance License # 0F81030
LYDIA HERNANDEZ - Administrative Assistant
Lydia worked as an assistant office manager for a Santa Monica law firm for over 10 years. She worked as a Personal Assistant to the Director of a nightly talk show for 5 years. She completed Business Law courses and Administrative classes at the Los Angeles City College. Lydia is fluent in Spanish, a Notary Public and has an Employment Labor Law License Coursework. She posseses the "warmth" that will enable her to assist Amelia in making sure our clients are given the excellent "customer service" the company provides.
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