Financial Planning with Purpose
Building financial security. Investing in community.
That Belief Shapes Everything We Do.
At FundaDream, we believe that financial planning and community investment belong in the same conversation. We are a financial services firm built around a simple but powerful idea — that the professionals who help people build financial security should be part of a firm that is genuinely invested in building stronger communities.
Who We Are
FundaDream is a financial services firm that connects individuals and families with financial professionals who share a common commitment — to their clients and to the communities their clients call home.
We work with a carefully selected network of financial professionals across planning, insurance, accounting, legal, and advisory services. Every professional in the FundaDream network was chosen not only for their expertise and credentials but for something harder to measure and equally important — their character and their commitment to something bigger than a commission.
What We Believe
We believe financial planning is the foundation of every dream worth building. Protecting your family. Growing your wealth. Planning for retirement. Securing your business. These are not abstract goals — they are the building blocks of a life well lived and a community that thrives.
And we believe that a financial services firm carries a responsibility to the communities its clients live in. To the youth athletic programs that give young people the opportunity to compete, grow, and discover what they are capable of.
That is why FundaDream directs a portion of its corporate revenues, at the discretion of its leadership and on a periodic basis, to vetted IRS-recognized 501(c)(3) youth athletic organizations serving the communities we operate in. This is a corporate commitment — not a consumer benefit, and not tied to any individual transaction or client relationship.
The FundaDream Effect
There is a concept in science called the butterfly effect — the idea that a butterfly flapping its wings in one part of the world can set in motion a chain of events that changes the weather on the other side of it. Small actions. Invisible connections. Consequences that travel further than anyone intended.
Corporate purpose works the same way.
FundaDream directs a portion of its revenues to youth athletic programs. Those programs give young people a team. That team gives a young person a place to belong, a reason to show up, and the discipline to become who they are capable of being. That person grows into someone their community counts on. And that community becomes the kind of place where families want to put down roots, plan their futures, and raise the next generation of dreamers.
None of that is traceable to a single transaction. All of it is made possible by the accumulation of FundaDream’s corporate revenues — each one a small contribution to a giving model that compounds into something far larger than any single plan.
That is the FundaDream Effect. A firm whose financial services work plants something in the community that grows for years — on a field, on a court, in the life of a young person who had somewhere to go because FundaDream chose to build a business with purpose.
What Makes FundaDream Different
Most financial services firms measure success one way — by the size of the portfolio and the volume of the business. FundaDream measures success differently.
We measure success by what happens to the families we serve, the professionals we partner with, and the communities those families and professionals call home.
Vetted for Integrity | Every financial professional FundaDream partners with is vetted for credentials, professional history, and integrity. You are not connected with whoever is available. You are connected with a professional who has earned their place in our network. |
A Firm with a Mission | FundaDream is not a traditional financial services firm. It is a firm that believes its revenues carry a responsibility to the communities it serves. A portion of FundaDream’s corporate revenues is directed, periodically and at the discretion of its leadership, to vetted 501(c)(3) youth athletic organizations. |
Youth Athletics — Our Primary Focus | FundaDream’s primary charitable commitment is to youth athletic programs — organizations that give young people access to competitive sports, coaching, teamwork, and the formative experiences that build discipline, resilience, and character. |
A Door Open to More | Youth athletics is where FundaDream begins — but not where it ends. As our firm grows, so does our commitment. Child health and disease research, education, poverty relief, and other causes that invest in the next generation are areas FundaDream intends to support as our capacity to give expands. |
Why Youth Athletics
A young person who learns to compete, to lose with grace, to work with teammates, and to get back up after a hard day on the field is learning something that no classroom teaches and no financial plan replaces.
They are learning that the work you do today determines the life you live tomorrow. That is the same lesson at the heart of every financial plan we help build.
Youth athletic programs build discipline, resilience, and the confidence that comes from discovering what you are capable of when you commit to something completely. They create communities within communities — teams, coaches, parents, and kids united around something that matters.
FundaDream directs a portion of its corporate revenues to these programs because we believe the dreams worth funding start earlier than most people think — and because access to sport, coaching, and competition should not be limited by a family’s financial circumstances.
PLAN TODAY, PLAY TOMORROW — What This Means
Plan Today, Play Tomorrow is not just a tagline. It is a belief.
Plan Today is the work. The financial plan. The protection strategy. The retirement account. The life insurance policy. The estate plan. The business succession strategy. The deliberate, disciplined decisions that give a family financial security and create the foundation for everything that follows.
Play Tomorrow is the result. For your family — the freedom that financial security creates. For the young people in communities FundaDream serves — whose access to competition, coaching, and the formative experiences of sport is made possible, in part, by FundaDream’s corporate giving. And for the generation after them — who will inherit a community shaped by the ripple of a firm that chose to invest in it.
FundaDream is where financial planning and community purpose meet. Where one small firm creates one giant leap for the communities around it. Where the work of serving clients today funds the field a young athlete stands on tomorrow.
Getting Started
Whether you are looking for a vetted financial professional who is part of something bigger than their practice, or a business owner looking to work with a firm whose values match your own — FundaDream is the path with purpose and where you belong.
Explore important financial planning topics below and see how a financial professional can help you plan today, play tomorrow.
For Individuals
Planning
Discover how financial planning can lay a foundation for financial wellness and prosperity.
Protection
Discover financial solutions to protect your family and finances. Protect your future, today.
For Businesses
Employers
Revolutionizing Today’s
Workplace
Solutions designed to enhance your offerings by improving employee well-being, reducing financial stress, and increasing job satisfaction.
Business Owners
Protect What You’ve Worked So Hard to Build
It’s crucial to leverage financial professionals who specialize in business needs and understand what’s important to you.
Financial Professionals
Partner with the Industry's
Best
Gain access to elite life insurance and annuity products, advanced case design, illustrations, product training webinars, and more.
IMPORTANT DISCLOSURES
FundaDream’s charitable giving program is administered in accordance with applicable federal and California state law. All charitable recipients are IRS-recognized 501(c)(3) tax-exempt organizations whose status is verified prior to any gift being made. Charitable giving is made from FundaDream’s general corporate revenues at the sole discretion of FundaDream leadership on a periodic basis. No consumer benefit, inducement, or entitlement is created by or associated with FundaDream’s charitable giving activities. FundaDream’s charitable giving is not tied to any individual insurance transaction, premium payment, policy placement, or client relationship. No financial professional who partners with FundaDream has any right to direct, influence, or receive any benefit from FundaDream’s charitable giving activities. FundaDream reserves the right to modify, suspend, or discontinue its charitable giving program at any time at its sole discretion. This disclosure does not constitute legal, tax, or financial advice. For questions about FundaDream’s charitable giving program, contact FundaDream directly.
Product availability varies by carrier, state, and individual eligibility. Not all products mentioned throughout the website are available in all states or to all applicants. Product descriptions on this website are for general informational purposes only and do not constitute a solicitation or offer to sell any specific insurance or annuity product. All products are subject to underwriting approval and applicable state insurance regulations. Riders and benefits are subject to additional charges, terms, conditions, and limitations. Variable products involve investment risk, including possible loss of principal, and are sold by prospectus. FundaDream Insurance Solutions, Inc. is a licensed California insurance corporation. Consult the applicable carrier contract for full terms, conditions, and limitations.
The decision to purchase life insurance should be based on long-term financial goals and the need for a death benefit. Life insurance is not an appropriate vehicle for short-term savings or short-term investment strategies. While the policy allows for loans, you should know that there may be little to no cash value for loans in the policy’s early years.
The information provided is not written or intended as specific tax or legal advice. FundaDream, its employees and representatives are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.
Insurance products and services are offered through FundaDream Insurance Solutions, Inc., California License No. 0M95835