About Us
TRC Financial is an independent insurance advisory firm specializing in life insurance, disability insurance, long-term care insurance, and executive benefit strategies for successful individuals, families, and businesses. We work closely with clients and their professional advisors to design, implement, and manage solutions aligned with financial, estate, business, and risk-management objectives.
For decades, we have helped affluent families, entrepreneurs, privately held companies, and select public companies protect, accumulate, and transfer wealth. Our role extends beyond acquiring coverage to the ongoing management, funding oversight, and review of insurance portfolios as client needs, markets, and planning objectives evolve.
Our approach combines experienced guidance, disciplined process, and technology to simplify administration and help ensure that insurance and benefit plans remain properly designed, funded, and managed over time.
Who We Serve
Now in our fifth decade and second generation of management, we serve a loyal group of clients with responsive and personal service. We are one of the oldest and most established firm of its type in Southern California. Our commitment to genuine personal relationships and a proactive response to client needs is central to our operating philosophy. We look to the future, confident that we are our clients’ most reliable source for life insurance, disability, long-term care and benefit plan solutions to the challenges faced in the protection, transfer, and accumulation of wealth.
Darren Gallaway
Principal
Darren Gallaway is a Principal with TRC Financial, a full service life insurance firm that specializes in the analysis, design, and implementation of insurance policies for corporations and affluent families. Darren is responsible for managing client relationships and overseeing the day-to-day operations of TRC.
(949) 509-2940, ext. 227
CA Insurance License #0B52893
AR Insurance License #745078
Jim Roberson
Principal
Jim Roberson is a Principal of TRC Financial, a full service life insurance firm that specializes in the analysis, design, and implementation of insurance policies for entrepreneurs, corporations and affluent families. He was formerly an Associate in the Los Angeles office of Mullin TBG, a national benefit consulting firm, which is one of the founding firms of the M Financial Group. Jim was responsible for the design and life insurance funding of benefit plans that focused on wealth accumulation and retirement for high-income executives.
"The best thing about the future is that it comes one day at a time."
Abraham Lincoln