Broker Check


“Coming from a non-financial background, I felt I needed a lot of education when it came to discussing insurance planning strategies, taxes, assets, liabilities, and business matters. Chris took the time to answer all my questions to my satisfaction, whether it was in person, on the phone, or via email. Chris is dependable, extremely knowledgeable, and readily accessible. Without reservations, I would highly recommend Chris Caira and his firm.”

Allen Job, DDS
Owner, All Smiles Pediatric Dentistry
Residency: Loma Linda University, 2005

“Chris Caira has treated me and my family like his own, helping us understand the complex world of insurance protection, taxes, assets, and liabilities in terms we can understand. We trust him explicitly, and he has come through for us since day one, when we were barely making ends meet. He never made us feel like we were small-size clients, both physically (compared to him) and with our finances. Lastly, he is always available to help us; he makes us feel like a priority.”

Leonardo Rodriguez, MD
Assistant Professor of Emergency Medicine, USC
Lieutenant Commander, Medical Corps, United States Navy
Emergency Medicine Department: Head of the Navy Trauma Training Center
Attending Physician: Kaiser Permanente, Panorama City; Little Company of Mary Hospital, Torrance
Residency: LAC and USC Emergency Medicine, 2009

“When I work with Chris, it doesn’t feel like it’s an advisor-client relationship, but rather, a trusted friend helping me and my family achieve our short-term and long-term goals. Chris understands the challenges of being a physician, spouse, and parent, and takes as much time as needed to come up with a plan of attack that addresses all those needs. He has also protected my family with the proper insurance and estate plan. My wife and I feel very fortunate to have met Chris, and look forward to continuing our relationship.”

Kenneth Huh, MD
Pediatric Orthopedic Surgeon
Attending Physician Pediatric Orthopedic Surgery at Miller Children’s Hospital
Residency: USC, 2010 

“I started building a relationship with Chris when I started my career as a dentist. As important as it is to make money, we must also protect our ability to earn an income. He explains how you can use insurance and other strategies to help achieve my goals. Chris makes the monetary education process easy to understand, he is trustworthy, and most importantly I value his word and integrity. It makes it easy to refer my family and friends to him.”

Christina Do, D.D.S.
General Dentist
Family and Cosmetic Dentistry, Costa Mesa, CA
Residency: Loma Linda, 2003

“It has been a pleasure and privilege to work with Chris and the wonderful team at ARG over the years. He is extremely knowledgeable in many areas as it pertains to insurance and estate planning strategies. I especially like the fact that he really takes the time to get to know you before making any suggestions. What I really appreciate is the fact that he allows clients to make educated decisions independently and without any pressure.”

Nitya Nathwani, MD
Assistant Professor, City of Hope National Medical Center
Residency: Los Angeles County, USC Medical Center, 2007

“Chris is a very knowledgeable and easy to work with. He is always looking for the long term best interest of his customers. He is very trustworthy and approachable. He has helped my family and I with our insurance and estate planning.”

Ghassan Gholmieh, MD 
Medical Doctor/ Internal Medicine
Hospitalist at HMO 
Residency: USC, 2005

“Over the years, our CPA firm has referred clients who have trusted Chris with their personal and business matters. This includes protecting their assets through insurance and designing strategies for estate and succession planning. All of them appreciate Chris’ incredible dedication, honesty, and his very personal style. Chris is great at staying in regular contact with his clients and with us, so that we can all work as a coordinated and integrated team.”

Scott Thoerner, CPA 
President, Thoerner & Toma

“I enjoy working with Chris Caira and his company ARG for my estate and insurance planning. Chris shows an in-depth understanding of financial matters and has a professional approach. He is responsive in his communication and I will continue to recommend his services to others who are looking for an exceptional financial services professional!”

Pam Chamberlain, CPA 
Weiderman & Chamberlain

“I love Chris! Besides being genuinely nice and easy to talk, Chris is practical, trustworthy and ethical. He has his clients’ best interest in mind and pragmatic about the economy and market conditions. Chris helps to analyze your current fiscal health by assessing your income, taxes, assets, liabilities and estate plans. Chris discusses your needs and offers recommendations to insurance products that suit your individual strategy. I highly recommend Chris”

Lori Malinbaum, D.D.S. 
Business Owner 
Dental Attendant Rancho Los Amigos National Rehabilitation Center
Consulting Dentist at San Gabriel /Pomona Regional Center
Consulting Dentist Lanterman Regional Center
Professor, Western University School of Dentistry, Pomona Ca
Residency: USC School of Dentistry, 1996

“Chris has taken the time to meet with us on numerous occasions to clearly explain in simple terms the complexity of insurance and estate planning. He has been a delight to work with. I would definitely recommend him to a friend or family member.”

Betty Norheim, MD
Orthopedic Spine Surgeon 
Spine Surgery Fellow at Norton Leatherman Spine Center
Harbor UCLA Orthopedic Surgery 2013

"When you finally have the chance to start building and protecting your future, Harvey Warren is the "who" in "who is the best financial professional I can ask for help?" My wife and I found him and his group of advisors though the welcome advice of a close friend and couldn't be happier. We now have a financial guru of our own we can call a friend. The relationship isn't a cold one with just numbers and figures. It is a reciprocal one with laughs, a few jokes...AND excellent questions and educated tutelage from him about our future outlook and financial desires. It's not easy in the current economy to plan for the future, but with Harvey's help its an undertaking made much easier."

Casey Lund

“As an insurance professional who has trained over 8,000 agents I know the attributes of a successful agent and Harvey Warren has them all. He is a trusted advisor who treats all of his clients as family, guiding them through the retirement planning process. I  trust him explicitly, and he has all of my family life insurance.  He is there for my family today and will be there tomorrow, so I continue to refer all of my clients to him for their retirement planning needs."

Bill Catanese - Covered California Certified Trainer

"Harvey Warren saved me from making a big mistake with another insurance company, who had told me I would save a lot of money if I left and worked with him. It turned out it would have taken me years to get back to where I am currently if I had made the move. I'm very grateful to him for his knowledge and his watchful eye."

Edward Fletcher

Los Alamitos Office
4622 Katella Ave., Suite 202
Los Alamitos, CA 90720
(562) 296-8461 Phone
(562) 296-8464 Fax

Orange Office
631 E. Chapman Ave.
Orange, CA 92866
(714) 289-2123 Phone
(714) 289-0587 Fax

Norco Office
1791 Third Street
Norco, CA 92860
(909) 295-3107 Phone
(909) 614-7706 Fax

Beverly Hills Office
8383 Wilshire Blvd., Suite 600
Beverly Hills, CA 90211
(323) 965-6300 Phone