A California-based team focused on making insurance, mortgages, loans, and real estate decisions easier to understand and act on.
Since 2010, Invest Opedia Pros has helped Californians protect what they have built and plan what comes next with practical, unbiased guidance.
We began as a small, family-run insurance agency with a simple idea: financial protection should be understandable, approachable, and designed around real lifeānot industry jargon.
Today, we support individuals, families, and businesses across California with coverage and financing strategies that fit their assets, health, and future plans, all grounded in transparency and service you can rely on.
The principles that shape every recommendation and interaction
To deliver comprehensive, affordable insurance and financial guidance while educating clients on their options and rights, so every decision is made with confidence.
To be California's most trusted partner for insurance, lending, and real estate decisions, recognized for expertise, integrity, and a commitment to client education.
Integrity, transparency, client-first thinking, deep expertise, and community focus. We aim to do what is right for the long term, not just for the next transaction.
What sets us apart in insurance, lending, and real estate guidance
Our licensed agents have decades of combined experience and stay updated with the latest industry trends and regulations.
We take the time to understand your unique needs and provide customized insurance solutions that fit your lifestyle and budget.
Recognized by industry associations for our outstanding customer service and ethical business practices.
Round-the-clock customer support for claims assistance, policy questions, and emergency situations.
We work with A-rated insurance companies to ensure you get the best coverage options and competitive rates.
Deep understanding of California's insurance landscape, regulations, and unique coverage needs.
Experienced professionals dedicated to your protection
Founder & CEO
With over 20 years in the insurance industry, Sarah founded Invest Opedia Pros with a vision to make protection and planning accessible to everyone.
Senior Insurance Advisor
Michael specializes in business insurance and has helped hundreds of California businesses protect their operations and employees.
Personal Lines Specialist
Emily focuses on personal insurance needs, helping families find the right coverage for auto, home, and life insurance.
Recognition of our commitment to excellence
Fully licensed and regulated by the California Department of Insurance
Accredited business with the Better Business Bureau with an A+ rating
Multiple awards for customer service excellence and ethical business practices
Voted "Best Insurance Agency" by local community for three consecutive years
Join thousands of satisfied clients who trust Invest Opedia Pros for their protection needs.