Over the last few years, the financial services landscape has shifted to a more personalized, proactive, and comprehensive approach. The traditional model of standalone services is giving way to a new standard of wealth management: holistic and collaborative [...]
When considering life insurance options, weighing all factors before deciding is crucial. One such option is variable life insurance. This product combines protection with an investment component, which may appeal to individuals who are comfortable with market [...]
As we move into the 21st century, we observe the rise of the “Retirement Wave.” According to AARP International, many of the baby boomer generation are now transitioning into retirement, with about 10,000 people turning 65 daily. [...]
Annuities have emerged as a suitable insurance product for many in recent years. 2025 has been particularly pivotal, with a significant rise in individuals purchasing annuities. This article explores this trend and why investors are purchasing annuities [...]
As the hot weather kicks in this summer, now is an opportune time to explore proactive tax strategies that can help manage your 2025 tax liabilities and lead to a refund. Planning with these cool tax tips [...]
Annuities are a contract with an insurance company that provides a steady stream of income to the insured. Annuities are potentially for life. They can be an important part of retirement income planning for many individuals. [...]
Financial literacy is understanding and effectively using various financial skills, including personal money management, budgeting, and investing. It is vital because it equips us to make informed financial decisions, helping us work toward long-term confidence. Here, we [...]
Many desire financial independence in retirement but often have concerns about outliving their money. One strategy that can help provide confidence is annuities. This article provides a roadmap to annuities for those considering purchasing one. [...]
Tax planning and maximizing your savings are integral to any comprehensive financial strategy. It is paramount to manage tax efficiency without jeopardizing one’s financial goals. […]
To keep your finances in check it is critical for your overall confidence. In today’s uncertain times, managing finances can make the difference between comfortably surviving a crisis and struggling to make ends meet. […]
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.
Error: Contact form not found.
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.
