A community of licensed financial professionals on a mission to make financial education accessible to every family, guided by WFG and WSB expertise and a commitment to leaving no one behind.
Our mission
Financial education to build, protect and grow your wealth.
We are delighted you are visiting us online. We are a growing community: a diverse team of licensed professionals helping families across North America, and we look forward to working with you and your family.
Our licensed team brings together practical knowledge, careful planning methods and modern tools, shaped around what each family needs, so every decision starts with a clear picture of where you stand and what your options are.
Our services
Services built around your priorities
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Term, whole and universal life coverage, explained side by side so you can see how each one protects your household.
We walk through income replacement, mortgage protection and final expense options at your pace.
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How tax-advantaged accounts, timing and the order of withdrawals affect how much of your income and savings you keep.
Educational guidance only. Yosemite Gold Financial Center does not provide tax advice.
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When to claim Social Security, how the four Parts of Medicare fit together, and how the two decisions affect each other.
Review claiming age, spousal benefits, Medigap and Medicare Advantage options against your situation.
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Plan how years of saving can become income for the years ahead.
Planning concepts that weigh income, timing and longevity, explained in plain words.
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How fixed and indexed annuities work, what they can offer for lifetime income, and what they cost.
Understand crediting methods, caps, surrender periods and fees before you commit.
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Understand how wills and trusts can carry out your wishes and look after the people you love.
Plain-language help getting organized. This is not legal advice.
Our team
Meet who’s here
Licensed financial professionals, guided by WFG and WSB expertise, here to walk you through each step.
Meet the Full Team-
Dr. June Magallanes
CEO
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Ms. Lorraine Go
Senior Marketing Director
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Aileen Marie Mapalo
Senior Marketing Director
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Mary Carmel Elizon
Senior Marketing Director
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Michael Damot
Senior Marketing Director
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Sheila Albelda
Senior Marketing Director
Financial literacy workshops
What every workshop gives you
Resources & tools
Free tools to see your numbers clearly
No sign-up, no cost. Enter a few numbers, answer a few questions, and get a clearer picture before you ever sit down with Dr. June.
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Savings Calculator
See how steady deposits and compound interest work together to grow your savings over time.
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Debt Roll-Up Calculator
Map out a debt snowball: clear one balance, then roll that payment into the next until every debt is paid.
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Risk Profile Questionnaire
Nine quick questions to help you understand your own comfort with financial risk, and your ability to take it.