Our Company
Established in 1990, we are a family owned and operated independent insurance agency located in Southern California. Our Founder and CEO Gini Sosa Marquardt started in the insurance business in 1975 as an underwriter for Safeco Insurance Company in Fountain Valley. After getting her Insurance license she joined Far West Financial Insurance Services, a subsidiary of Far West Savings & Loan in 1982. After the Savings & Loan crisis in the late 80’s, Gini was given the opportunity to buy-out the Insurance Division and she changed the name to Valley West Financial Insurance Service. Today the agency is managed by her Daughter, Julie Sosa-Spencer, eldest Son, Vincent Sosa & Granddaughter, Genevieve Haroldson.
We are committed to providing our clients with the highest quality insurance services combined with the lowest rates available. Whether you are shopping for auto, home, business or specialty insurance, our knowledgeable insurance agents will work with you one on one to ensure you get a solution that is tailored specifically to meet your needs. Our ultimate goal is to create lasting relationships with each of our clients so that we may continue providing excellent service for many years to come.
To speak directly with an experienced insurance professional, simply give us a call anytime or feel free to utilize any of the interactive tools offered throughout the site. We look forward to working with you.
Gini Sosa
CEO
(714) 861-3581 x306
(800) 266-7672
gini@valleywest.net
I have owned Valley West Financial Insurance Services since 1990. With over 40 years of insurance experience on both the company and agency sides, I have a thorough and comprehensive understanding of the insurance industry. I aim to constantly train and mentor my agents so they are able to provide the same excellent level of customer service that has made our business successful for so many years. We pride ourselves in being knowledgeable and up to date with changes that affect our clients, and work diligently to ensure our clients needs are met and exceeded.
Julie Sosa-Spencer
Manager
(714) 861-3581 x401
(800) 266-7672
julies@valleywest.net
I joined our family business in 1994. After the Northridge earthquake the agency was rapidly growing and the workflow was tremendous. I took on the role of processing new applications with zeal and soon learned that I loved the insurance business. It was exciting and interesting; there was so much to learn. I am proud to be part of our family business and I take pride in serving our community with integrity and honesty. All of our staff, which I consider to be part of our family, has been with us for many years. Our goal is to provide the best service at the lowest price possible and I believe we accomplish that every day. I am a proud mother of 3 grown children and a grandmother to 7 beautiful grandchildren. In my spare time, I enjoy charity events, traveling, meeting new people and dancing!
Genevieve Haroldson
Manager
(714) 861-3581 x304
(800) 266-7672
genevieve@valleywest.net
I began my career at Valley West Financial Insurance Services in 1995. I started out working part time after school to learn our family business. Over the years, I have worked diligently to assist in all realms of our company and I was promoted to vice president in 2006. Currently, I help manage our team of agents and oversee the escrow department. I take pride in helping our clients and maintaining long lasting relationships with those I’ve helped over the years.
Lupe Gonzalez
Supervisor
(714) 861-3581 x305
(800) 266-7672
lupe@valleywest.net
I’ve been working at Valley West Financial Insurance Services since 1996. I started as a receptionist, moved to escrow clerk, then customer service representative. I became a licensed agent in 2001 and worked my way up to supervisor. I really enjoy working here because of the friendly, professional, easygoing atmosphere. I strive to provide the best customer service and I enjoy providing support to my fellow insurance agents.
Aime Gutierrez
Insurance Agent
(714) 861-3581 x403
(800) 266-7672
aime@valleywest.net
I have been with Valley West Financial Insurance Services since 2002. I am an experienced account representative whose focus is customer service. I am bilingual in English and Spanish. I keep myself informed about current events in the insurance business in order to better serve my customers. I am highly dependable and make customer service my priority. Also, I hold licenses in notary and real estate.
Maria Cervantes
Insurance Agent
(714) 861-3581 x402
(800) 266-7672
maria@valleywest.net
I have been with Valley West Financial Insurance Services since 2002. I began my career handling the mail and moved up to be a licensed insurance agent. I LOVE working with everyone here as we are more than just a company, we are family. We work as a team and strive to provide nothing but great customer service to all of our clients.
Robert Spencer
Insurance Agent
(714) 861-3581 x307
(800) 266-7672
robert@valleywest.net
I have been working for Valley West Financial Insurance Services since 2010. I am an insurance agent as well as a licensed real estate agent offering services under Edso Realty Group powered by Keller Williams. My goal as an insurance agent is not just to satisfy our clients, but astonish them by working diligently on their questions and concerns. My goal as a real estate agent is to make the process of buying and selling delightful, and worry free.
Nancy Cruz
Escrow Clerk
(714) 861-3581 x301
(800) 266-7672
nancy@valleywest.net
I’ve been with Valley West Financial Insurance Services since 2002. I started as a front desk receptionist and worked my way up to escrow clerk. I take pride in processing evidence of insurance requests promptly, handling same day services for escrow closings. I enjoy working here because everyone is so friendly, professional, and we all work as a team!
Vincent Sosa
Realtor
(714) 861-3581 x308
(800) 266-7672
vincent@valleywest.net
I joined my family business in 2006 as an Insurance Agent, Office Manager and Marketer. I have taken the lead of expanding our services to real estate, with the creation of my team, Vince Sosa Real Estate Team/KW. My passions are real estate, people, photography, travel and spending time with my family.
