About
At the core of everything we do is one mission: to help people build financial resilience, achieve clarity, and create legacies that last for generations.
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With decades of industry experience, our firm was founded on the belief that true financial security is built through education, strategy, and personalized planning—not guesswork or one-size-fits-all solutions. We serve individuals, families, and business owners with a comprehensive approach that integrates insurance, retirement planning, corporate structuring, and business growth strategies.
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Whether you're seeking to protect your loved ones with living benefits, implement powerful Indexed Universal Life (IUL) strategies, secure your business with buy-sell agreements, or scale your enterprise through merchant services, business credit, and incorporation support—we’re here as your trusted partner every step of the way.
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We’ve helped thousands of clients take control of their financial future with confidence. By aligning vision with action, we empower you to not only build wealth—but to protect what matters most and pass it on with purpose.
Let’s build something that lasts.
Our Expertise
We specialize in creating comprehensive financial strategies that empower individuals, families, and businesses to thrive in an ever-changing world. Our expertise spans multiple areas of financial services, ensuring we can provide tailored solutions that meet your unique goals.
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Personal Financial Solutions
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Life Insurance with Living Benefits: Protect your family today and prepare for the future with flexible, living benefit solutions that offer financial security during life’s unexpected moments.
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Indexed Universal Life (IUL): A powerful strategy to help you grow and protect your wealth, providing tax-advantaged benefits and personalized options for long-term financial planning.
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Retirement Planning: Secure your financial future with a variety of retirement solutions designed to ensure your peace of mind in the years ahead.
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Final Expense & Mortgage Protection: Affordable protection to cover end-of-life expenses or safeguard your home against unforeseen circumstances.
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Annuities: Guaranteed income for life, providing financial stability in retirement with fixed, variable, and income-focused solutions.
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Trust Development: Plan for your legacy with comprehensive trust strategies that ensure your assets are protected and distributed according to your wishes.
Business Financial Solutions
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Buy-Sell Agreements: Protect your business’s future with carefully structured agreements that provide financial security for owners and partners in the event of unforeseen changes.
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Business Credit: Build and optimize your business credit to unlock financing opportunities and support your company's growth.
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Corporate Structuring: Get expert guidance on structuring your business for maximum tax efficiency, asset protection, and operational success.
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Incorporation & Resident Agent Services: Simplify the process of incorporating your business and ensure compliance with state regulations.
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Merchant Services: Streamline your business operations with payment processing solutions that help you grow revenue while improving cash flow.
At our core, we believe in strategic, tailored solutions that help you achieve financial resilience, clarity, and lasting success. Let us be your trusted partner in navigating your financial journey, both personally and professionally.
Our Commitment to Results
At the core of our practice is a results-driven culture built on integrity, accountability, and measurable success. We don’t just offer services—we deliver outcomes.
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Our commitment is to ensure that every client we serve sees real, tangible progress toward their financial goals. Whether it’s protecting your family with life insurance, scaling your business through merchant services, or building a tax-efficient legacy plan, we bring the expertise, strategy, and execution needed to turn vision into reality.
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We measure success by the impact we create:
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Thousands of families and businesses protected.
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Millions processed in merchant transactions.
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Over 5,000 clients served across insurance, corporate, and financial sectors.
We bring clarity to complexity, and we don’t stop at good enough. Every plan we create is customized, every solution is backed by data and experience, and every relationship is treated as a long-term partnership.
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When we commit to a result, we see it through—because your success is our reputation.
Our Philosophy
At the heart of our firm lies a simple yet powerful philosophy: Financial success is a journey built on trust, clarity, and long-term vision.
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We believe that everyone deserves the opportunity to achieve financial security—no matter their background or financial situation. Our approach is grounded in deep relationships with our clients, understanding their unique goals, and providing solutions that grow with them over time.
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We prioritize education and empowerment.
We’re not just here to sell financial products—we’re here to educate and guide you through every step of your financial journey. Our mission is to help you make informed decisions that lead to a secure, confident future. By empowering you with knowledge, we ensure that every choice is made with clarity and purpose.
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We take a holistic, personalized approach.
Each individual, family, and business has unique financial needs. That’s why we tailor our services to your specific circumstances, goals, and values. We work with you to develop a comprehensive plan that integrates both personal and business financial strategies—helping you protect what matters, grow your wealth, and create a legacy that lasts.
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Integrity and trust are our foundation.
We believe in transparency, honesty, and doing what’s right for our clients, no matter what. Our relationships are built on trust, and our success is measured by the positive impact we make in your financial life.
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Long-term success over short-term gains.
While others may focus on immediate results, we focus on sustainable growth. Our goal is to help you achieve lasting financial resilience that not only benefits you today but also secures your future and the futures of those you love.
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Our philosophy is simple: When you thrive, we thrive. We are here to support you in building the foundation for a strong, secure, and prosperous future.
Our Experience
With over two decades of hands-on expertise, we bring a wealth of experience across the financial services landscape—delivering strategic solutions that help individuals, families, and businesses thrive.
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Our leadership team has successfully navigated the complexities of insurance, retirement planning, corporate structuring, and merchant services for more than 23 years. Collectively, we’ve helped over 5,000 clients protect their assets, grow their wealth, and build lasting financial legacies.
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From working with major insurance carriers and financial institutions to serving as trusted advisors for entrepreneurs and business owners, we understand what it takes to deliver results in real-world conditions. We’ve written millions in premium, managed thousands of merchant accounts, and guided clients through every stage of their financial journey—from foundational planning to advanced wealth strategies.
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Our experience spans:
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Life and Health Insurance
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Indexed Universal Life (IUL) Strategies
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Buy-Sell & Business Continuity Planning
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Annuities & Retirement Planning
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Trust & Estate Structuring
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Merchant Services & Payment Solutions
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Payroll Solutions
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Business & Corporate Credit Building
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Incorporation & Registered Agent Services
We don't just offer services—we bring decades of knowledge, field-tested insight, and a relentless focus on what matters most: your financial peace of mind.
The Team
At Paradigm 360 Financial Co., our team is made up of mission-driven professionals with diverse backgrounds in financial services, business consulting, insurance, and strategic planning. What unites us is a shared passion for helping individuals, families, and business owners build financial resilience, make informed decisions, and create lasting legacies.
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Our leadership and advisors bring decades of combined experience across the insurance sector, merchant services industry, retirement planning, and business development. From military veterans and licensed financial professionals to experts in corporate structure and human resources, our team is uniquely positioned to serve a wide range of client needs—both personal and professional.
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We believe in personalized service, values-based planning, and transparent communication. When you work with us, you’re not just working with one advisor—you’re gaining access to a collaborative, knowledgeable, and results-driven team committed to your financial goals and success.
Juan C. Gonzalez
Managing Partner / CEO
Juan C. Gonzalez is the Managing Partner and CEO of a multi-service financial firm, bringing over 23 years of leadership and expertise across insurance, merchant services, and corporate financial strategy. His career began during his college years, where he pursued business-focused coursework with a concentration in corporate structures and organizational planning—an academic foundation that would later shape his holistic, strategy-driven approach to finance.
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Licensed in Property & Casualty, Life, and Health Insurance, Juan has built a performance-driven career rooted in results and long-term impact. In the merchant services industry, he has consistently averaged over 300 new accounts annually for more than two decades, establishing himself as a multi-million dollar producer. In total, he has served over 5,000 clients across insurance, corporate, and financial service sectors—helping individuals, families, and business owners protect, grow, and optimize their financial futures.
Juan’s expertise spans a wide spectrum of financial solutions, including life insurance with living benefits, advanced Indexed Universal Life (IUL) strategies for both personal and executive planning, buy-sell agreements, annuities, final expense and mortgage protection, retirement planning, trust development, merchant services, business and corporate credit, incorporation services, and corporate structuring.
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Known for merging strategic insight with operational precision, Juan delivers personalized, outcome-focused solutions tailored to each client’s goals. His mission is simple yet powerful: to help people build financial resilience, achieve clarity, and create legacies that last for generations.
Phone: 888.544.4700
Mail: info@p360financial.com
Natalie Rodriguez, MHRM
L.Natalie Rodriguez—brings a dynamic blend of academic achievement and real-world experience to the financial services industry. With a Master’s degree in Human Resources and a Bachelor’s degree in Criminal Justice, Natalie’s educational journey reflects her commitment to understanding people and systems from every angle.
She began her studies at San Bernardino Community College and continued her academic path at La Sierra University in Riverside, CA, also pursuing additional coursework and concentrations at San Diego State University and the University of Riverside before transferring to complete her degrees.
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With over a decade of experience in financial services, Natalie holds licenses in Life, Health, and Financial Services. Her background in strong, client-focused sales and her deep understanding of both human behavior and structured planning make her uniquely qualified to guide individuals and families toward financial security. Passionate about helping clients protect their future and build generational wealth, Natalie pairs her strategic mindset with a personal touch that clients trust and value.
Phone: 888.544.4700
Joseph Reed
Senior Partner
Joseph Reed is a proud U.S. Army veteran and seasoned insurance professional with over two decades of experience in the financial and healthcare industries. He served from 1992 to 1996, including two years stationed in Seoul, Korea, as part of the 257th Signal Battalion under Joint Forces Command at Yongsan Post. During his service, he held a Top-secret clearance and also competed as a boxer for the U.S. Army boxing team at Fort Carson, Colorado—an experience that speaks to his discipline, focus, and drive.
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After completing coursework toward an Associate's degree in Criminal Justice, Joseph transitioned into the insurance industry, earning licenses in Property & Casualty, Life, and Health. He began his civilian career at The General Insurance, where he worked from 1996 to 2000, before finding his true calling in the Medicare sector. Over the past 20+ years, Joseph has worked with some of the largest names in the industry, including Anthem Blue Cross, UnitedHealthcare, and SCAN Health Plan.
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Today, Joseph and his wife Amy proudly own and operate a successful independent brokerage agency, where they help clients navigate the complexities of Medicare and financial protection with honesty, experience, and a commitment to service. His military foundation, paired with a career built on integrity and results, continues to inspire trust and confidence in every client he serves.
Phone: 888.544.4700
Mail: jreed@p360financial.com
