About American Legacy
We believe in leading through serving others.
We start by listening. We educate on the different phases and concerns of your life. Then we invest time into finding the right solution for your unique concerns.
American Legacy Solutions is a client-first brokerage helping you plan, prepare, and prosper in retirement.
Core Values
Leading through Education
Protect + Invest in Community
Simplifying the Complex
There’s No Box
Passion + Positivity + Productivity = Possibility
Multiple Offices Across Southern California
Leadership Team
Jayson Cohen
Founder / CEO
Jessica Jones
Senior Partner & Financial Advisor
Scott Fajnor
Senior Partner
Kathy Ornelas
Partner
Claudia Munoz
Partner
Leander Woods
Executive Trainer
Greg Miller
Executive Trainer
Elena Castro
Executive Trainer
Amanda Martinez
Executive Trainer
Tyler Budnik
Executive Trainer
Romeo Corsi
Executive Trainer
Peter Hume
Regional Recruiting Manager