During the holiday season, the spirit of giving is in the air. It’s a time to share gifts with friends and family, as well as aid those less fortunate. Charitable contributions not only provide a positive social [...]
Just as you schedule an annual health or car maintenance checkup, a year-end life insurance checkup is equally crucial. It serves as an opportunity to review your policy, adjust the coverage if necessary. Additionally, ensure that it [...]
As the year draws to a close, individuals need to prioritize their year-end financial tasks. These tasks help individuals work toward financial health, prepare for the upcoming year, and meet critical deadlines that can have significant implications [...]
As the year winds down, many individuals and businesses turn their attention towards preparing for the upcoming tax season. Diligent tax preparation can help minimize liabilities, maximize returns, and avoid potential complications or penalties. Here are some [...]
Understanding how interest rate changes affect annuity decisions is crucial to retirement income planning, as fluctuating interest rates influence annuity payouts. Therefore, keeping a close eye on rate trends, such as the November Rate Watch, can offer [...]
On Veterans Day, we honor those who have served our country with valor. For veterans, it is also an opportunity to explore the financial benefits available to them and their families. These include a variety of insurance [...]
National Caregivers Appreciation Month is an annual observance dedicated to recognizing the diligent efforts, significant sacrifices, and commitment of caregivers worldwide. These individuals make a positive contribution to our communities by providing care for those who cannot [...]
Retirement often brings with it an opportunity to reassess not only one’s lifestyle choices, but also one’s financial strategies. At the heart of these decisions is the concept of ethical investing. […]
The recent tax legislation, known as the ‘Big Beautiful Bill,’ introduces a number of changes that may affect various aspects of personal finance. This reform impacts various aspects of personal finance, from income tax rates and brackets [...]
One of the values embedded in many Indigenous cultures worldwide is something known as Seven Generation Thinking. This philosophy invites individuals to consider the impact of today’s decisions far into the future—potentially offering a complementary perspective to traditional [...]
Financial Specialist
Gene Dinglé is a licensed life insurance agent affiliated with Grandview Financial Corporation. With foundational experience in final expense insurance, he helps individuals and families make clear, confident decisions about their financial protection. Originally from Stockton, California, he is committed to serving clients with charity, integrity, and careful guidance through life’s most important financial decisions.
Gene is a recent graduate of Biola University and currently continues his studies there as a seminarian. He enjoys analyzing films, listening to music, and studying niche pockets of history.
For a complimentary copy of Navigating Medicare and Medigap Insurance, complete the form below.
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For a complimentary copy of A Short Introduction to Long-Term Care, complete the form below.
For a complimentary copy of Legacy & Estate Planning–Understanding the Basics, complete the form below.
For a complimentary copy of Federal Employee’s Guide to Retirement, complete the form below.
For a complimentary copy of How to Exit Your Business and Enter Retirement, complete the form below.
For a complimentary copy of Tips to Help Avoid “Market Panic” Reaction, complete the form below.
To receive a complimentary copy of Principles of Retirement Planning, complete the form below.
For a complimentary copy of 6 Real Financial Risks You Could Face in Retirement, complete the form below.
For a complimentary copy of Maximizing Social Security: What You Need to Know to Get the Most Out of Your Benefit, complete the form below.
For a complimentary, no-obligation Retirement Review, complete the form below.
Retirement Benefits Specialist, Medicare and Healthcare Services
I have been helping my clients obtain financial independence for over 25 years now. Specializing in Medicare, Medicaid and Covered California products.
I have extensive experience with protecting families and business owners using life insurance strategies for both mortgage security and partnership agreements.
My newest passion is preparing clients for retirement. Converting 401K’s and traditional IRA’s into Private Pensions.
I am multilingual, speaking English, Punjabi and Hindi.
I’m ready to help with your financial path from start to finish. Contact us today.
Associate Partner
My name is Valeria. I have been a health administrator with Stanford for many years. I entered financial services 11 years ago. I have a passion for helping people in every way. I make it a point to listen to you and your specific needs for your family’s life plan,
from protecting the family home, planning for your children’s college fund, life insurance to protect your family’s estate from taxes, planning your retirement and growing your wealth, or just developing a strategy to leave a legacy in any way you desire.
I am pleased to specialize in life insurance options, annuities, long term care and Medicare insurance that help you achieve your individual goals. Reach out to me for a no pressure conversation to get started on your path.
Medicare and Welbe Health
Rona Ellen Grinnell is currently our CFO and Client advocate and also works full-time at Pizza Rock, where she manages the corporate accounting department for restaurant operations in multiple states by maintaining constant interaction with Company officers, managers and employees.
Rona has proven herself to be a very focused, hardworking and loyal contributor to the organization. For the last 25 years, Rona has excelled as an accountant, being promoted to the manager position for BACKBEAT, SH- BOOM, AURA and RUBY SKYE and Pizza Rock.
Prior to joining Pizza Rock, Rona was in the semiconductor industry as a production analyst and production control specialist.
A graduate from San Jose State University, Rona holds a bachelor’s degree in finance with a Minor in Economics. When not hard at work performing daily miracles, she enjoys spending time with her husband Michael, spoiling her dog Kaylee, collecting Hello Kitty items, antiquing and working on her house. Find Rona on LinkedIn
Founder
Michael is proud of his 12 years of educating and protecting countless high net worth business owners and families with private pensions, lifetime income, and tax reduction strategies.
He founded Grinnell Financial Group in 2020 after making the decision to become an Independent Financial Broker, which permitted him to focus on his clients’ needs and put their interests ahead of corporate America.
Collaborating with his team of skilled and sincere financial professionals to bring the best available options to hard-working people looking for honest solutions to their wealth and legacy protection.
Becoming an affiliate with Grandview Financial Corporation also allows me to collaborate with like-minded professionals to become better Advisors.
Reducing taxes after selling a business or when it’s time to retire and never run out of money. Then Michael is the right guy for you.
Something that may surprise you about me…
I find respite in cooking for family and friends. It has been a passion of mine for years. My beautiful wife and I love going to summer concerts at our favorite winery with friends and searching for special antiques. I love working on home projects and restoring an old car that we hope to have on the road this Spring!
To receive a complimentary copy of Tax-Free Retirement, complete the form below.
