424-436-3963 • [email protected]
ALEVO Financial & Insurance Agency
Protecting your savings.
Securing your future
Since 2020, ALEVO Financial has helped retirees and families protect what they've worked a lifetime to build. We believe in education before transaction, personal connection over sales pitches, and strategies designed to deliver dependable income for life—no matter what the market does.
Our Locations
- 520 Broadway Suite 200 Santa Monica, CA 90401
- 3500 West Olive Avenue Suite 300 Burbank, CA 91505
- 3610 Central Ave Suite 710 Riverside, CA 92506
- 800 W Main St, Suite 1460 Boise, ID 83702
Call Us Today
CA Phone: +1 424-436-3963
ID Phone: +1 208-296-6058
Interested in a Second Opinion?
"In 15 minutes I can tell you if I can help you, or if what you have is good."
Whether it is through our seminars, webinars, radio show, podcast, or via an in-person appointment, we’re here to help.
Let’s discuss your retirement goals. Come find out how protection and lifetime retirement income strategies may fit into your future.
Mission
ALEVO's mission is to protect our customer's future with integrity, innovation, and exceptional service through
personalized insurance solutions.
Vision
To Impact 100,000 families by protecting our clients financial futures.
Meet the Team of Professionals
At ALEVO, we believe retirement planning should be straightforward, honest, and stress-free. Our dedicated team of professionals is here to guide you through complex financial choices without the usual industry jargon. Together, we work to protect what you’ve built and help you create a reliable income stream you can’t outlive.
Jon Loyhayem
Founder & CEO
Nvard Gayanyan
Co-Founder and Financial Professional
Dillon Behdadnia
Executive Assistant
Nicole Tubieros
Transfer Department /
Sr. Case Manager
Jazzmin Martinez
Seminar Coordinator
Evelyn Zemelka
Client Relations
Carel Joy Aben
Transfer Department /
Case Manager
Why Retirees
Choose Us
Do you know what’s missing in the financial world right now? Honesty. You might hear a financial advisor say that they are working hard for you. But, how do you really know? At ALEVO, we tell it like it is. We think you deserve to know the truth about options for your money. In fact, that’s why we host complimentary webinars and seminars for pre-retirees and retirees. We want you to learn about ways to take control of what happens to your money.
People also tell us that they like working with us for another reason: we keep things simple and easy to understand. What’s the purpose of complex financial terms and retirement income strategies if you don’t know how they work? We don’t keep you in the dark. Instead, we make it our mission to make your options for protecting your retirement savings, and creating a retirement income for life, crystal clear.
Contact Info
CA Phone: +1 424-436-3963
ID Phone: +1 208-296-6058
Our Locations
- 520 Broadway Suite 200
Santa Monica, CA 90401
- 3500 West Olive Avenue Suite 300 Burbank, CA 91505
- 3610 Central Ave Suite 710 Riverside, CA 92506
- 800 W Main St, Suite 1460
Boise, ID 83702
A+ Rate by the BBB
Disclosure & Disclaimer
We are not affiliated with any educational or government agency. This material is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. We do not provide investment, tax, or legal advice. Always consult with your own qualified advisors regarding your individual situation. Insurance and annuity products are not suitable for everyone. They involve fees and charges, including potential surrender penalties. Optional benefits and riders may involve additional annual costs. Life insurance requires medical and often financial underwriting to qualify. Loans and withdrawals from life insurance policies reduce policy death benefits and cash values, and may cause the policy to lapse or require additional premiums to remain in-force. Annuity withdrawals are subject to ordinary income taxes, and may incur a 10% IRS penalty if taken before age 59½. Product features and availability vary by state. Fixed indexed life insurance and annuities are not direct investments in the stock market or any index. The interest credited may be linked to the performance of an external index, but the contract does not directly participate in any index or equity/fixed interest investments, nor are you buying shares in an index. Crediting is subject to limits set by the issuing company, such as caps, spreads, and participation rates. Long-term care riders on insurance or annuity products are not a replacement for traditional long-term care insurance. Guarantees are backed solely by the financial strength and claims-paying ability of the issuing company. The offer and sale of insurance products may only occur in states where the agent is licensed and the product is approved for sale. Investment advice relating to securities may only be provided by a properly licensed individual through a licensed affiliate entity, unless otherwise exempt. Comments about past performance should not be construed as a guarantee or assurance of future results. This website may include concepts with legal, accounting, and tax implications. We do not provide specific legal or tax advice, nor do we promote, market, or recommend any tax plan or arrangement. Consult a qualified professional for guidance. No representation is made as to the accuracy or completeness of the information provided here or through any external links. Visiting this website does not create an agent-client relationship.
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