Life insurance built around your family — not the other way around

WEALTH ELITE FINANCIAL & INSURANCE AGENCY is an independent licensed insurance agency based in Hacienda Heights, CA helping families protect what matters most: their home, their income, and the people who depend on them. Request a quote below and a licensed agent will reach out to walk you through your options — clearly, and with no obligation to buy.

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About WEALTH ELITE FINANCIAL & INSURANCE AGENCY

WEALTH ELITE FINANCIAL & INSURANCE AGENCY is led by Theodore Wang, a licensed life insurance professional serving families from Hacienda Heights, CA. As an independent agency, we aren't tied to a single insurance company — we compare policies across multiple highly rated carriers and recommend the one that actually fits your budget, your health profile, and your goals.

Every consultation is free, every quote is personalized, and every recommendation is explained in plain English. If a policy isn't right for you, we'll say so.

WEALTH ELITE FINANCIAL & INSURANCE AGENCY is a licensed insurance agency (National Producer Number 21777517) — not a lead-generation, affiliate, or third-party marketing service. We contact only individuals who personally request a quote on this website, and we text only from our own registered business number. We do not buy, sell, rent, or share leads, phone numbers, or SMS opt-in data with any third party or affiliate — your information and your consent stay with WEALTH ELITE FINANCIAL & INSURANCE AGENCY.

Licensed to serve families in: California, Ohio, Michigan, Oregon, Texas, Virginia.

What we help with

Term life insurance

Straightforward, affordable protection for a set period — typically while your kids are young or your mortgage is outstanding. The most coverage for the lowest cost.

Mortgage protection

Coverage designed to pay off or pay down your home loan if something happens to you, so your family keeps the house without keeping the payment.

Final expense

Smaller, simpler whole-life policies that cover funeral costs and end-of-life expenses — so those bills never land on your loved ones.

Indexed universal life (IUL)

Permanent coverage with a cash-value component tied to a market index — protection now, with flexible value you can use later in life.

How it works

Request your quote. Fill out the short form below — it takes about a minute. With your consent, we'll reach out by phone and text at the number you provide.
Talk with a licensed agent. Theodore Wang will go over your goals, answer questions, and compare real policies from multiple carriers — a conversation, not a sales pitch.
Choose with confidence. Pick the coverage that fits, apply, and we'll handle the paperwork with the carrier. You're never obligated to buy anything.

Request your free quote

Tell us a little about yourself and WEALTH ELITE FINANCIAL & INSURANCE AGENCY will reach out with options that fit your family and budget. No obligation.

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Frequently asked questions

Does requesting a quote cost anything or commit me to buying?: No. Quotes and consultations are completely free, and consent is not a condition of purchase. You can walk away at any point.
Why do you work with multiple insurance carriers?: Because no single company is the best fit for everyone. Rates and underwriting vary widely by age, health, and coverage type — comparing carriers is how we find you the right policy at the right price.
How will you contact me?: After you submit the form with the consent box checked, we'll reach out by phone call and text message at the number you provide to schedule a time and share your quote. Message frequency varies, and message & data rates may apply.
How do I stop the text messages?: Reply STOP to any message and you're opted out immediately — you'll get one confirmation text and nothing more. Reply HELP for assistance. Full details are in our SMS Terms.
Is my information safe?: Yes. Your information is used only to service your quote request. No mobile information is shared with third parties or affiliates for marketing or promotional purposes. See our Privacy Policy.

Contact

WEALTH ELITE FINANCIAL & INSURANCE AGENCY

Hacienda Heights, CA

Phone: (435) 412-9985

Email: theodore.wang@thepncl.com

Hours: Monday–Friday, 9am–6pm, and by appointment.

Prefer we reach out? Request a quote and we'll contact you.