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Meet the Team

Our goal at Arrive Financial is to provide the best possible client experience! Our goal is to be a partner to our clients in the retirement planning process. As soon as we meet, we help you establish your Retirement Horizon, Retirement Goals, and a Retirement Gameplan to help you implement and maintain the plan all the way to retirement. The slogan of our company is "We'll Get There Together!". As a result, you will have someone by your side who can answer all your questions and make the necessary adjustments as you go. One of the biggest compliments we receive from our clients is that we are "Real People" just like them.

Arizona Team

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Matthew Garcia Partner

Josh Norris

Matthew Garcia

Ashely Howell  Safe Money Advisor

Ashley Howell

Retirement Specialist

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Brad Evans

Retirement Specialist

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Bobby Rodriguez

Retirement Specialist

Managing Partner

Senior Partner

California Team

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Eladio Montelongo- Senior Partner

Paul Anthony Coronado

Partner

Eladio Montelongo

Senior Partner

Randal Swoboda Senior Partner

Senior Partner

Randal Swoboda

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David Mersereau

Retirement Specialist

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Gabrielle Davis

Retirement Specialist

Ryan Cromwell  Jr. Partner

Ryan Cromwell

Retirement Specialist

Colorado Partners

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Kim Edwards

Partner 

Midwest Partners

Brent McNitt Partner

Brent McNitt

Retirement Specialist (MI)

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Ryan & Megan Williams

Retirement Specialists (OH)

Tom Galarza Jr. Partner

Tom Galarza

Retirement Specialist (OH)

LOCATIONS:

Main Office:

4415 Yeager Way, Ste 200

Bakersfield, CA 93313 

 

Arizona Office:

4450 S. Rural Rd, C100

Tempe, AZ 85282 

Colorado Office:

5550 Tech Center Dr.

Colorado Springs, CO 80919

 

North Carolina:

3540 Toringdon Way, Ste 200

Charlotte, NC 28277 

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©2026 Arrive Financial & Insurance Services

CA LIC# OL72549

Privacy Policy

Investment advisory services are offered by Signal Advisors Wealth, LLC (“Signal Wealth”), a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration with the SEC does not imply a certain level of skill or training. Insurance products and services are offered through Arrive Financial and Insurance Services.  Signal Wealth does not offer insurance products. Arrive Financial and Insurance Services is not affiliated with Signal Wealth. Additionally, when Arrive Financial and Insurance Services and/or its agents are recommending and/or selling insurance products they are not acting on behalf of Signal Wealth or in a fiduciary capacity, and instead are governed by the applicable insurance rules and regulations. For more information about Signal Wealth, or to receive a copy of our Form ADV or Form CRS, please click here.

 

Arrive Financial and Insurance Services is not affiliated with or endorsed by the U.S. Government or any governmental agency. Arrive Financial and Insurance Services and its agents do not provide tax, legal or social security advice. Clients are advised to consult their tax advisor or attorney regarding tax and legal advice and to contact the Social Security Administration at their local office or online at www.ssa.gov.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Past performance is not indicative of future results. The information provided herein is for informational purposes only. None of the information contained herein shall constitute an offer to sell or solicit any offer to buy any security, investment advisory or insurance product. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting client interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in the client’s best interest. Advisors may receive commissions and other compensation for the sale of insurance and annuity products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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