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Retirement & Financial Services · Oxnard, CA

Secure Your
Financial
Future

Origin Capital provides expert retirement planning, life insurance, and financial guidance — helping individuals, families, and businesses across California build lasting security.

Term Life Insurance Indexed Universal Life 401(k) Rollovers Roth IRA Key Person Insurance Buy-Sell Agreements Long Term Care Term Life Insurance Indexed Universal Life 401(k) Rollovers Roth IRA Key Person Insurance Buy-Sell Agreements Long Term Care
10+
Years of Expert
Financial Guidance
500+
Clients Served
Across the United States
4
Core Product
Specialty Areas
100%
Dedicated to Your
Financial Future
ORIGIN
Capital
"Building financial security,
one family at a time."
Who We Are
Built on Trust,
Driven by Purpose

Origin Capital was founded with one goal: to help everyday people navigate the complexities of retirement planning, life insurance, and financial security with confidence and clarity. Based in Oxnard, California, we serve individuals, families, and businesses across the region.

We believe financial security shouldn't be reserved for the wealthy. Our team brings expert guidance, personalized service, and genuine integrity to every client relationship — from first consultation to retirement and beyond.

Learn More About Us
What We Offer
Our Services

Expert solutions across life insurance, retirement planning, business protection, and more.

01

Life Insurance

Protection products including term, whole life, and indexed universal life (IUL).

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02

Retirement

Comprehensive retirement planning with 401(k) rollovers, IRAs, annuities, and more.

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03

Business Planning

Key person insurance, buy-sell agreements, and business continuation strategies.

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Financial Insights
Stay Informed
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Retirement Planning

Why Rolling Over Your 401(k) Could Be the Smartest Move You Make

When you leave a job, your 401(k) shouldn't be left behind. We break down the rollover process, the tax implications, and why acting fast can protect your savings.

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IUL Strategy

How an IUL Can Supplement Your Retirement Income Tax-Free

Most people overlook IUL as a retirement planning tool. Here's why it belongs in your strategy.

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Business Planning

Does Your Business Have a Buy-Sell Agreement in Place?

Without one, a partner's death could unravel everything you've built. Here's what you need to know.

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Next Steps
Ready to Secure Your Future?

Connect with our team for a free consultation. We'll help you build a plan tailored to your goals and timeline.

Schedule Your Consultation