Insurance Strategies
Life and personal insurance guidance designed to help protect loved ones, income, and the financial foundation you have worked to build.
Insurance & Financial Guidance
Clarity for the life and legacy you are building.
Personalized strategies for individuals, families, and business owners who want to protect what matters and pursue their financial goals with confidence.
About Sterling
A collaborative approach to your financial future.
The Sterling Insurance & Financial Group is a boutique-style brokerage committed to helping clients pursue wealth, wisdom, and well-being. Since 2006, the firm has provided long-term guidance to individuals, families, business owners, and companies.
Through a collaborative wealth management process, Sterling combines financial experience, planning perspective, and attentive listening to help clients clarify their vision and develop strategies aligned with their goals.
Built around your priorities
Every relationship begins with listening and a clear understanding of the people, responsibilities, and goals that matter most to you.
- Personal, attentive guidance
- Long-term planning perspective
- Insurance and financial strategies
What We Do
Guidance designed around the whole picture.
Solutions are tailored to each client's needs, objectives, time horizon, and risk considerations.
Retirement Planning
Thoughtful strategies that help pre-retirees and retirees evaluate income needs, long-term priorities, and the transition into retirement.
Wealth Management
A collaborative planning process for individuals, families, executives, and business owners pursuing their financial and legacy goals.
Contact
Let’s start a conversation.
Reach our team by phone, email, or the chat feature on this page. Office visits are available by appointment.
Phone(714) 988-2048 | Toll-Free: (888) 782-0707
Email[email protected]
Office17011 Beach Blvd, Suite 900
Huntington Beach, CA 92647
Huntington Beach, CA 92647
HoursMonday–Friday, by appointment
Legal
Policies and messaging terms
Effective date: October 13, 2026
Privacy Policy
SMS privacy notice: Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.
Information We Collect
We may collect information you voluntarily provide, including your name, email address, telephone number, mailing address, appointment details, service interests, and communication preferences. We may also collect device, browser, IP address, cookie, and website usage information.
How We Use Information
We use information to respond to inquiries, provide requested services, schedule and manage appointments, deliver service-related communications, improve our website, protect against misuse, and comply with legal obligations.
Information Sharing
We may share information with service providers only as reasonably necessary to operate our business and provide requested services, or when required by law. We do not sell personal information. Mobile opt-in information and consent records are not shared with third parties for their marketing or promotional use.
SMS Data
If you opt in to text messages, we use your mobile number and consent record to operate the messaging program described below. Message and data rates may apply. You may reply STOP at any time to withdraw consent.
Security and Retention
We use reasonable administrative, technical, and physical safeguards. No electronic transmission is completely secure. Information is retained only as reasonably necessary for the purposes described here and applicable legal obligations.
Your Choices
You may request access, correction, or deletion of eligible personal information by contacting us. You may disable cookies in your browser and opt out of SMS by replying STOP.
Contact
The Sterling Insurance & Financial Group, 17011 Beach Blvd, Suite 900, Huntington Beach, CA 92647. Phone: (714) 988-2048. Email: [email protected].
Terms of Service
Website Use
By using this website, you agree to these terms. Site content is provided for general educational and informational purposes and does not constitute individualized legal, tax, investment, or financial advice. Products and services are subject to availability, eligibility, licensing, and applicable agreements.
No Guarantee
Information may change without notice. We do not guarantee that the website will always be uninterrupted, error-free, or current. Nothing on this site guarantees investment performance, insurance coverage, or a particular outcome.
Intellectual Property
Website content, branding, and materials are owned by or licensed to The Sterling Insurance & Financial Group and may not be copied or distributed without permission, except for personal, noncommercial use.
Third-Party Links
Links to third-party websites are provided for convenience. We are not responsible for third-party content, security, privacy practices, or availability.
Limitation of Liability
To the extent permitted by law, The Sterling Insurance & Financial Group is not liable for indirect, incidental, or consequential damages arising from use of this site.
Governing Law and Changes
These terms are governed by applicable California law. We may update them by posting a revised effective date on this page.
Contact
Questions may be sent to [email protected] or (714) 988-2048.
SMS Terms & Conditions
Program Description
When you expressly opt in, The Sterling Insurance & Financial Group may send appointment confirmations, reminders, follow-ups, service updates, customer support communications, and promotional offers to the mobile number you provide.
Consent and Eligibility
Consent is voluntary and is not a condition of purchase. You must be 18 years of age or older and the authorized user of the mobile number provided to opt in.
Message Frequency and Charges
Message frequency varies, up to 4–8 messages per month. Msg & data rates may apply. Contact your wireless carrier for details about your plan.
Opt Out and Help
Reply STOP at any time to opt out. You may receive one final message confirming your request. Reply HELP for help, call (714) 988-2048, or email [email protected]. After opting out, you may opt in again through an available consent method.
Delivery and Carriers
Carriers are not liable for delayed or undelivered messages. Delivery is subject to wireless network availability and is not guaranteed.
Privacy
Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Review the Privacy Policy above for additional details.