Who We are
Monica Vila
Monica Vila, CEO of California Life & Legacy Services, is a Licensed Insurance Broker and Financial Representative, certified in retirement planning. She studied Arts and Public Relations at the University of Barcelona in 2010, and shortly after, she relocated to Santa Monica, California.
Driven by a passion for protecting families, she began her career in insurance and finance. Monica has partnered with The Alliance Arete and Burlington Alliance Capital Management since 2020 and she has specialized in helping professionals—including teachers, doctors, lawyers, engineers—secure their retirement plans and manage their insurance needs.
It is an honor for Monica to work with the top insurance companies in the United States to serve her clients. Her Agency offers Life Insurance, Retirement Planning, and Fixed and Indexed Annuities through A+ rated financial companies, providing guaranteed lifetime income through personalized planning. Her partnership includes a team of professionals with over 25 years of experience, including, Andy Riddle, Angela Manzo and Chris Norris, a U.S. Investment Analyst and SEC-registered Investment Adviser (RIA).
California Life & Legacy Services partners with carriers such as Athene, F&G, American Equity, Allianz, Transamerica, Foresters, Pacific Life, and American National to help clients choose the best coverage for their individual needs. We go above and beyond for our clients, preparing detailed illustrations for every specific case. We also design tax-smart strategies and prioritize transparency, honesty, and integrity by ensuring clients are fully aware of all fees or charges upfront.
We offer inflation-protected annuities and "Immediate Annuities" with minimal or zero surrender charges. We research all carriers to find the best interest rates available. Consultations are available in person at our Santa Monica office, via Zoom, by phone, or at the client’s home within California. Our initial calls are informative and pressure-free, as our priority is to understand your goals and expectations.
As a broker, I also offer Indexed Universal Life (IUL), Whole Life, Term Insurance, Long-Term Care, and Critical Illness insurance. With advisors located throughout the United States.
Outside of work, Monica enjoy practicing pilates, bicycling, and boating in Marina del Rey, and has a great love for the beach and the ocean.
Monica R Vila
Broker License #: 4105811
National Producer NPN #: 19807522
Our Team
