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Our Story
About Origin Capital

Learn about our mission, values, and the dedicated team committed to your financial security.

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.

Client-first approach to every decision
Transparent, honest guidance
Deep expertise across life insurance and retirement
Licensed professionals rooted in community service
10+
Years of Expert
Financial Guidance
500+
Clients Served
Across the United States
4
Core Product
Specialty Areas
100%
Dedicated to Your
Financial Future
Why Choose Us
Expert Guidance
You Can Rely On
01

Personalized Strategy

No two clients are the same. We craft plans specific to your income, timeline, family needs, and risk tolerance.

02

Licensed Professionals

Our team holds the licenses and credentials to advise on insurance, retirement accounts, and business planning.

03

Community Rooted

Based in Oxnard, proud to serve our community face-to-face with care and integrity you can count on.

04

Ongoing Support

Our relationship doesn't end at signing. We review and adjust your plan as life changes and markets shift.

Our Mission
Secure Every Future
Making financial planning accessible to all.
Client Focus
100% Dedicated
Every plan tailored. Every client prioritized.
Experience
10+ Years
Proven expertise in insurance and financial services.
Our People
Meet the Team

Dedicated professionals committed to your financial future — driven by integrity, expertise, and a passion for service.

Martin Cortez, Insurance Broker and Marketing Director at Origin Capital Ventura County
Martin Cortez
Marketing Director  ·  Insurance Broker

Cal State Channel Islands graduate with a background in sales, management, and community service. Martin brings integrity and personalized financial solutions to every client relationship, and serves as Vice Chair of the County Schools Federal Credit Union.

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Maria Cortez, Life Insurance Broker at Origin Capital Ventura County California
Maria Cortez
Life Insurance Broker  ·  Community Advocate

With over 30 years as a registered dental assistant and a lifelong dedication to community service, Maria has been a life insurance broker since 2020. She helps individuals and families secure their financial futures with care and precision.

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Mayra Mateo, Marketing Director and Insurance Broker at Origin Capital Oxnard California
Mayra Mateo
Marketing Director  ·  Insurance Broker

With a background in paralegal work, retail management, and marketing, Mayra brings strategic insight and hands-on leadership to Origin Capital. Her journey from Michoacán, Mexico to building a thriving career in the U.S. fuels her passion for empowering others to dream big.

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