Worried that your financial strategy is missing something?
We're here to help you feel confident in your financial future.
Our Mission
Since 2002, Arola Associates Financial & Insurance Agency has been working with clients throughout the greater Bay Area to help meet their financial goals. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.
Market fluctuations and economic uncertainty can present challenges for your financial strategy, especially in retirement. It may take more than just market performance to provide you the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping keep you on the path to financial security.
At Arola Associates, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

Arola Associates Financial & Insurance Agency offers services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
Grow
Prepare for retirement by putting your hard-earned assets to work.
- Retirement Income Strategies
- Wealth Management
- Annuities
- Investments
- IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you've always imagined.
Preserve
Protect the assets that can help you live the retirement you've always imagined.
- Asset Protection Strategies
- Life Insurance
- Tax-Efficient Strategies
- Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
Give
Provide for the people and causes you care about the most.
- IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, lifetime income, etc generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Arola Associates has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.

DOWNLOAD THE GUIDE
Make Most of Social Security
Although Social Security isn’t designed to cover all of your income needs, it’s an important part of the retirement puzzle. In this 16-page guide, you’ll learn:
• How to optimize Social Security for your situation
• Why timing is so important when it comes to your benefits
• Ways to supplement your Social Security income
Request for SS Report
Ready to Take the Next Step?
Schedule a meeting with a member of our team to create your financial strategy today.