Our Qualifications

We have been working with individuals and businesses in the area for several years.

Each of our financial representatives has extensive personal and professional experience.

We are dedicated to developing lasting relationships with all our clients.  We believe in helping you assess your financial goals and participate in the management of your finances.

 

One of the benefits of working with us is our commitment to provide clear, easily understood explanations of financial products and services.  The personalized program that we work with you to develop can help you work towards a more secure financial future.

We’re looking forward to using our experience to help you pursue your financial goals.

 

Meet our Team Members:

Craig M Vejvoda, CFP®, CLU®, ChFC®, MSFS, RICP®,

Craig is a graduate of Tulare Union High (1975), College of Sequoias and Humboldt State University.  He began his career with Principal in 1983.  He has attained multiple professional designations, including: Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Master of Science in Financial Services (MSFS), Retirement Income Certified Professional (RICP) and Accredited Investment Fiduciary (AIF).  Craig is registered in multiple states for insurance and securities.  He loves his chosen career and enjoys being a Financial Advisor to business owners and families.  In addition, Craig has volunteered extensively his entire adult life -  including four years as Mayor of Tulare and 12 years on the City Council.  In 2016, he was named Man of the Year by the Tulare Chamber of Commerce.  He is the father of two adult daughters and is married to Connie Conway.

 

Igor Ferreira, CFP®, RICP®

To say that Igor is passionate about financial planning is an understatement.  He spends much of his time reading, researching, and practicing wealth building strategies.  His unique outlook and experience with retirement planning and business strategies allow him to serve his clients.  Igor graduated from CSU Fresno with a BS degree and teaching credential.  He has earned his Retirement Income Certified Professional designation through The American College, along with his Series 7, 65, 63, 6, and CA insurance registrations.  Igor received his Financial Planning Certificate and became a CERTIFIED FINANCIAL PLANNERin 2020. When he is not reading books on business and finance, he loves spending time with his family, exercising, traveling, and making a positive difference in his community via Rotary and other non-profit organizations. 

 

 

 

Maria Early

Maria is a dynamic office manager.  With a total of 14 years in the industry, she provides clients with the majority of their servicing needs.  Whenever  you call the office, chances are that you will be greeted by her friendly and cheerful attitude in order to provide top-tier servicing to clients.  On her spare time, she enjoys watching her son play football at Bakersfield Community College, spending time with her family, and traveling.

 

 

 

 

 

 

 

 

Liz Warren

Liz has been in the Financial Services industry for over 30 years.  She was in her previous role as a Wealth Management Client associate for 16 years.  Her experience providing dedicated operational support and client onboarding makes her a perfect fit here at True Legacy Financial.  Liz is accustomed to serving as the main point of contact for clients.  She has a remarkable attention to detail.  Liz is happily married to her husband David Warren.  She has two daughters, one Son, and four grandchildren that she loves spending time with.  Away from the office, she enjoys running, hiking, and traveling to new places.

 

 

 

 

AIF® (Accredited Investment Fiduciary) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF® designation does not meant the holder is acting in a fiduciary capacity.AIF® (Accredited Investment Fiduciary) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF® designation does not meant the holder is acting in a fiduciary capacity.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck