Ruben Mejia

About Ruben Mejia

For more than 15 years, helping people make clear, confident money decisions has been at the center of my work in financial services. At Guardian, I work with individuals, families, and business owners to build foundational plans that protect income today and create options for tomorrow.Most of the people I serve are busy and pulled in multiple directions: growing a business, raising a family, caring for parents, or trying to “catch up” on retirement. They don’t need more noise or one-off products. They need a coordinated strategy that connects cash flow, insurance, retirement, tax awareness, and legacy into one simple, working plan.My approach is straightforward:• Start with what matters most to you and your family or business.• Protect your income and the people who rely on it.• Build a realistic path to long-term goals (retirement, college, business succession, or multi-generation legacies).• Review regularly so your plan stays aligned as life and the economy change.Over the years, I’ve also led and mentored other financial professionals, which has sharpened my ability to explain complex strategies in plain language, structure clear action steps, and keep clients accountable to the goals they set. Clients often tell me they appreciate that our meetings feel organized, educational, and pressure-free.If you’re serious about protecting what you’ve built, getting intentional with your money, and creating a plan your family or business can rely on, let’s schedule a conversation.Contact me today at (55••••••25 or r••••••••@glic.com

Experience

1. Financial Services Professional

   Guardian Life

   Aug 2024 — Present · Clovis, CA, US

   As a Financial Professional at Guardian Life Insurance I help individuals, families, and business owners design and implement holistic financial strategies that protect income, manage risk, and support long-term goals such as retirement, college funding, and legacy planning.Focus areas include:• Income protection and risk management using life and disability insurance strategies.• Retirement accumulation and distribution planning so clients can turn assets into reliable income later in life.• Tax-aware strategies coordinated with clients’ CPAs and other professionals.• Planning for business owners, including protection, benefits, and succession considerations.My role is to simplify complex choices, provide clear education, and maintain an ongoing planning relationship so clients can adjust as life and business evolve.

Education

• University of Phoenix

  Health Administration, Health/Health Care Administration/Management

  2014 — 2016

• Fresno Pacific University

  Organizational Leadership, Business Administration, Management and Operations

  2016 — 2018

Skills

• Business Development
• Banking
• Insurance
• Investments
• Financial Analysis
• Strategic Financial Planning
• Budgets
• Project Management
• Sales
• Contract Negotiation
• Entrepreneurship
• Staffing
• Temporary Placement
• Temporary Staffing
• Organizational Development
• Organizational Leadership
• Recruiting
• Business Relationship Management
• Business Planning
• Business-to-Business (B2b)
• Business Process Improvement
• Team Building
• Cross-Functional Team Leadership
• Management
• Sales Management
• Sales Effectiveness
• Public Speaking
• Sales & Marketing
• Marketing
• Marketing Strategy
• Corporate Social Responsibility
• Sales & Marketing Leadership
• Sales Leadership Training
• Sales Organization Leadership
• C-Level Sales
• C-Level Relationships
• C-Level Negotiations
• C-Level Presentations
• Building C-Level Relationships
• C-Level Communications