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We believe that a career in financial protection is a vocation of trust. We welcome the opportunity to learn about your professional journey and discuss what it means to be part of a team dedicated to the long-term well-being of others.

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By submitting your information, you agree that Legacy Financial Group may contact you at the number provided, possibly using automated technology or a prerecorded voice, to market products and services. You understand submitting your information is not required to make a purchase. Data rates may apply. You may revoke this consent by contacting 408-461-5258

A Career Defined by Purpose and People

At Legacy Financial Group, we believe that our work is a deeply personal commitment to the families we serve. We aren't just building a firm; we are building a community of professionals who care about the stability and security of their neighbors.

 

We strive to create an environment where you can grow not just as a professional, but as a person. Here, you will find a team that values your unique perspective and supports your development as you gain the skills needed to make a real difference.

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Whether you are starting a new chapter or looking for a professional home where your work truly matters, we invite you to join us. We are looking for people who believe, as we do, that financial protection is about more than numbers—it’s about providing peace of mind and a helping hand when it’s needed most.

830 Hillview Court, Suite 140, Milpitas, CA 95035

Contact Us

408-461-5258

Monday - Friday | 9 a.m. - 5 p.m. PT
Saturday | Closed
Sunday | Closed
Holidays | Closed

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Legacy Financial Group is an independent firm supported by the administrative resources and national scale of Exertus Financial Partners.

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The information provided in this material is for general informational purposes only and is not intended to constitute investment, tax, legal, or accounting advice. Nothing contained herein should be construed as a solicitation, offer, or recommendation to buy, sell, or replace any securities, investment advisory services, insurance products, or other financial products. Any strategies discussed may not be suitable for all individuals. Hypothetical examples and projections are for illustrative purposes only and are not guarantees of future results. You should consult with qualified tax and legal professionals regarding your specific circumstances before making any financial decisions.

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Legacy Financial Group is an organization comprised of individuals associated with Exertus Financial Partners & Insurance Agency. Insurance products and services are offered only through properly licensed and appointed professionals. Product availability and qualifications may vary by state and individual eligibility. California Insurance License #0L00023.

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Estate planning coordination and document preparation services are facilitated through third-party platforms and are intended for informational and organizational purposes. Legacy Financial Group is not a law firm and its representatives do not practice law. All legal documents are attorney-drafted via licensed software and should be reviewed by a qualified legal professional in your jurisdiction to ensure they meet your specific needs and local statutes.

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We respect your privacy and do not sell personal information. California residents have rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), including the right to request access to, deletion of, or correction of personal information, and to opt out of the sale or sharing of personal information, subject to applicable legal exceptions. To exercise your privacy rights, please contact us using the information provided on this website. This website recognizes Global Privacy Control (GPC) signals.

 

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