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Why Rise Group Insurance

We are your partner, not just your service provider

We are here to help our clients grow and protect their hard-earned assets. With our multi-industry expertise, we are able to closely collaborate with clients, creating customized risk solutions for current and future financial goals. Rise Group Insurance puts the customer experience at the forefront of everything we do.

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Services

Bespoke services

From buying your first home, starting your own business, or preparing for retirement, we have the real-world experience to advise you on insurance products that give you the best protection and value.

Home

Whether it’s a house, townhome, or condo, we know that your home is perhaps your greatest asset. You'll want to work with an insurer that understands how this asset impacts your financial health. Rise Group Insurance utilizes our construction and real estate expertise to offer products from trusted, reliable carriers that will be there when you need them. We also offer competitive rates with multi-line and occupational insurance discounts.

Renters

Your landlord has an insurance policy, but if there is a severe loss, their policy is not responsible for replacing YOUR belongings. This is why you need renters insurance. A renters policy is an affordable way to protect your personal property in the event of a disaster.

Auto

Rideshare coverage? Liability vs. Comprehensive vs. Collision? What is “full coverage?” We understand car insurance can be confusing. At Rise Group Insurance, we take the lead to help you select the right auto coverage based on your needs. Work with one of our specialists to learn about discounts that can help you save money.

Motorcycle

A motorcycle insurance policy helps protect you and your motorcycle, whether you're enjoying a long summertime ride or you have your bike put away for the winter. Work with one of our specialists for customized motorcycle insurance tailored to you and your bike.

Umbrella

Sometimes your auto and home policy limits are just not adequate. A Personal Umbrella insurance policy is a low-cost way of adding an extra layer of coverage to protect you from financial catastrophe. Rise Group Insurance Specialists are well versed in asset/liability analysis to better suggest the proper coverage amounts for you.

Life

Our lives are constantly changing. Have you recently purchased a home? Gotten engaged? Had your first child? Whenever there is a major change in your life, it's a good idea to review your Life insurance policy. Work with one of our specialists to determine the best policy for your needs. We are here to help create peace of mind for you and the people who matter most.

Business

We work with businesses throughout California to discover the protection they need. Our experience in a wide variety of industries allows us to offer precise guidance as you select commercial coverages, including property, liability, commercial auto, commercial umbrella, and workers’ compensation insurance. Regardless of your industry, Rise Group Insurance understands your business and its needs.

Builder's Risk

Are you starting construction on a new home? Thinking of adding a new room to your existing floor plan? Do you need to repair a damaged foundation? Your standard home policy does not allow for many of these construction projects. Builders risk insurance offers the unique coverages needed for a variety of residential or commercial construction that a standard policy doesn’t. We work closely with our in-house construction experts to create a policy best suited for your job.

Contractor's Liability

Like any other small business owner, independent contractors can be sued and held liable for damages. At Rise Group Insurance, we understand how a general liability policy can be crucial in protecting our independent contractors and their business. We specialize in working with a variety of contractors, including Landscapers, Painters, Plumbers, Electricians, Marble, Tile, Flooring, Janitors, and much more.

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FAQs

Your most common questions

These are some of our most common insurance-related questions.

What are the advantages of using an agent to purchase insurance?

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By using an agent to purchase insurance, a policyholder receives more personal service. An agent with whom there is direct contact can be crucial with policy decisions and necessary when filing a claim.

What factors affect the cost of my automobile insurance?

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Several factors can affect the cost of automobile insurance – some of which you can control and some that are beyond your control. These can include the type of car you drive, the purpose the car serves, your driving record, and where the car is garaged.

What does homeowners insurance cover?

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Your typical homeowners’ policy has two main sections: Section I, covers the property of the insured, and Section II, provides personal liability coverage for the insured. There are very few instances where property owners do not need this type of insurance. Usually, homeowners insurance is required by the lender to obtain a mortgage.

How much life insurance should an individual own?

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Many factors should be taken into account when determining the right amount of life insurance for you and your family. Some of these include annual income, outstanding debt, mortgage payment, child’s college fund, standard living expenses. Work with an agent to determine the proper amount of life insurance for you.

I’m not a millionaire, so why do I need a personal umbrella policy?

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Personal umbrella liability policies are no longer just for the wealthy with sizable assets at risk in a lawsuit. You do not have to be a millionaire to be sued like one, and in our litigious society, even individuals with modest incomes and assets are often subjects of large lawsuits.

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About us

Rise Group Insurance logomark
Our Story

More than a passionate group

In 2014, Rise Group founders Cris Lopez and Thai Pham set sail on their entrepreneurial journey. Together they weathered risk-laden seas and start-up storms until they eventually caught the wind of success. 

Rising above these challenging waters confirmed to Cris and Thai that grit, gravitas, and good people are essential to business creation and growth. Further, staying humble and grounded creates the connection needed to establish and develop trustworthy relationships.

Rise Group is more than a group of passionate, like-minded professionals. We are people first; we institute the importance of connection, relationship, and trust. These are the qualities cemented into the foundation of our brand, culture, and client-experience.

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Our Vision

Engineering wealth-generation

We hold steady the vision of our clients success, in order to engineer wealth-generating solutions. We are committed to helping our clients realize their financial dreams for their family, community, and legacy. 

We exist to be in service so together we Rise. 

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Our Team

Meet the team

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Pete Baldazo

Managing Partner

Pete Baldazo

Jacqueline Silva

Insurance Specialist

Jackie Silva

Olivia Ibarra

Insurance Specialist

Olivia Ibarra
Join Our Team

Be a part of our A-Team

We are always interested in meeting talented, dynamic individuals who want to advance their careers and make a difference in our business. Our priority is to position our employees in the best scenario to grow and excel. Contact us and let’s begin the conversation.

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Speak to our insurance team

We are here to help you with all your insurance needs. Give us a call or shoot us a message today and let us give you options.

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