A warning to all customers and recruits of Revolution Financial Management in Costa Mesa, CA: Stay away, far away!! Have you been approached about potentially selling life insurance products for them? Asked to come to a business meeting on a Tuesday evening or Saturday morning perhaps?? Yes, this is them. They don't disclose it but they are a hidden shell of the infamous World Financial Group aka WFG. Their new strategy is to have 100's of different field offices all under various names so as not to connect to WFG as far as social reviews, complaints, etc. This is all by design. Try looking up Revolution Financial Management in Costa Mesa, CA. You won't find it listed anywhere at all. Good luck finding an office address or even just a phone number. And if you do go to one of their meetings try finding their business name on the door or window. You won't. Their business model is based on recruiting new agents to sell mostly life insurance products to friends and family. It's a 1099 commission job. In order to join though you need to pay them a $100 fee for a 'background' check. This isn't actually true. It's just a revenue source. Ask for a copy of your 'background' check if you don't believe me. You will never receive a copy. In order to qualify for their training program you are required to submit to them your 'Top 25' list which is your closest friends and family aka your 'warm market' in sales circles. In order to progress in the training program you will need to complete a number of 'field trainings' where a more senior agent will have you shadow them while they sell their products. Now, you might be thinking that sounds great but here's the issue: You aren't observing this agent sell to his clients. You are observing them sell to your Top 25 or warm market. And since you will not even have your license at this point you will not be paid a cent for any deals that close. As a recruit your primary function is to leverage your personal relationships to set up sales appointments with your Top 25 so your 'trainers' can get in the door for a sales presentation. And you are there due to your personal relationship only. Most people never even obtain their license and drop out of Revolution Financial Management so they never see any compensation for their work. I could go on and on with so many more examples but if you are a recruit please just heed the advice above and ask lots of questions. If you are a customer please understand that your relative, neighbor, co-worker, friend is being used to get in front of you to sell you life insurance. Just ask one simple question of your friend: If I buy a product will you be paid a commission?? And always get a second quote for the product you are being offered from a different company. Keep your eyes wide open folks! Good luck. read more

I have been a part of this firm for 3 months now and have experienced nothing but positive people and a positive culture, and SUCCESS. Made back the money I invested to get my license and affiliate number and then some.. and helped 10 families in the process.... I read thru some of these negative reviews and I wonder if it is just people disgruntled because they could not make it happen themselves and they have to blame someone or something instead of looking in the mirror. At the end of the day, this company offers anyone who is willing to work, a platform to make as much as they want, with a proven system, with excellent leadership training, with excellent leaders who have proven to have come from nothing and make passive residual incomes in the hundreds of thousands and millions in some cases. The product and the education is valuable and needed by middle class america. This country is Financially illiterate for the most part. Period. So as I see it...maybe a lot of these negative comments on a industry and company that you need to be licensed, heavily regulated, that produces almost a billion a year in paid out commissions, did not work for you because you did not make it work.. You jumped on the "It must be a SCAM " bandwagon because heck thats easy and I dont have to take the blame personally if it is a SCAM ... right..?? Look in the mirror instead of jumping on the SCAM bandwagon... My hat is off to those that are busting their butt to build a legacy... to build a dream..and not having to look in the mirror because they realize their is no one to blame except myself if it does not work... Just my thoughts... By the way I have been in the financial industry for 25 years... If that helps.. John G read more

This company is false advertisement. A pyramid scheme disguised as a "family" company, when they're really just an arm of World Financial Group, which is in itself a scam. They claim they can help middle class people by offering low prices, but they're able to do that by only paying their employees based on commission they make FROM SELLING INSURANCE. These people are salesmen, not financial advisers. The one guy I knew before at this company is A. a rapist, so they obviously do not vet their employees (more proof their just out to scam another little guy) and B. dropped out of college, so he has no degree. Not even an AA. What kind of financial adviser doesn't have a degree? One that is just a glorified salesperson who preys on innocent families trying to make their lives better. Btw, the guy I referred to above lives and works in Carlsbad/Simi Valley and also claims to be a certified personal trainer and chef. He's not. Watch out. read more

So sad that people assume a company is a pyramid scheme when they clearly don't know the difference and don't do any research for themselves!! We were skeptical at first, but doing MY OWN due diligence about the company and verifying with the state of California legitimate license numbers, we moved forward. We were so impressed with the professionalism of the brokers and the knowledge about the different products they recommended to us, we invested in our future and I am so glad we did!! We not only have been growing our money - TAX-FREE (just love to say that) - but when this market crashes, and it will, we won't lose a cent!! And when we finally withdraw our money, it's STILL TAX-FREE (love to say that too)!! And at our age, we can't afford to start over! I appreciate my friend encouraging us to take a chance on Revolution Financial Management! Don't listen to the negative, it just simply isn't true!! read more

Way more diverse than any financial company I have ever came across. The idea that network marketing has a bad rap is understandable in the case of some companies, but honestly this company is straight forward with their purpose: The more people you help achieving their goals and dreams by education and empowerment which should be common knowledge but is lacking in this country shown by many economical factors the more you learn and grow & empower yourself to do the same & make money doing it. :) If you jump to conclusions without knowing ALL the details of the business that is only self inflicting upon yourself and those that can benefit from its wide array of educational empowerment of diverse individualized financial plans towards people's goals & dreams! read more

My husband and I were looking to start saving. Kim D is Great!!!. She gave very easy to follow recommendations. She explained everything very clearly and understandable matter. The whole appointment was a pleasure because it was not pushy, never felt under pressure. We felt like we were with a friend, Her suggestion showed us that she was looking out for our best interest. We truly feel in good hands for our financial future. That's why we have recommended this company to our friends and family. We have all been pleased with the services rendered. read more

Absolute scam. Pyramid scheme. Avoid at all costs. These people are in a cult, it shouldn't be a surprise they've flooded the reviews with their own fake accounts and false claims. Overpriced insurance disguised as "financial vehicles". Their only goal is to delude people into becoming agents, then sell this terrible product to all their friends and family. Lies are encouraged, credentials are a joke, and the entire company culture is toxic. If someone here offers you a "great business opportunity", you're a target for their scam. read more

I love that this company is all about what's best for the clients. My family is in a lot better financial situation since using the help from Revolution Financial Management. The executives of this company are the most caring people I have ever met. They built financial independence from zero with their company and helped thousands of other people to become financially independent as well. If anyone is looking to built their own business with future passive income, help lots of people while doing that, this company provides that. read more

I have been a client for over 10 years & recently sat down with my agent to review my financial plan and my insurance and investments. I was able to add an additional savings plan & so glad I did. Things change in our lives and in the world of finance & I would not be aware of how to maneuver without the agents who have helped me from Revolution Financial Management. They charged me nothing & have added tremendous value to me and my family! read more

I sat down with one of the Licensed Professional there, and I was impress with the way they actually explain what they offer. I felt very good making changes to my portfolio with them. I see some of the reviews being negative reviews, which I understand everyone is entitled to their own opinion, I guess. I highly recommend them, at least see what they have to offer, as they will always tell you the good and the bad of it all. read more

HIGH ALERT!!!! This is a pyramid scheme. Do not I repeat do not get involved with this company or pick up the phone from this person listed in the picture I attached. And if you work at Huntington hospital in Pasadena they are targeting you so stay away. They keep changing the name of their company and their supposed names. Steer clear!!!!! read more

I personally got some plans for my daughters and myself and they were very transparent and open. They showed me several different companies like Pacific Life, Transamerica, and Fidelity that fit my needs and I had a great experience with them. I was kind of shocked by some of the other reviews I saw as my experience was very positive. read more

I am so appreciative of what these professionals have taught me and my family. We went from having tens of thousands in debt to being almost debt free and having multiple long term savings accounts. Being a former widow I know and appreciate the importance of savings, stability and peace of mind. Thank you for what you do. read more

Their service was incredible. I was able to learn how to steward my money well along with how to set up a financial legacy for my family. This company has truly changed my life for the better by educating me and showing me what's possible. I will continue to work with them and have referred my entire family! read more

Stay away from this hack of a place, its another front of WFG World Financial Group. If you want financial advice or an easy to use retirement account with low fees try betterment.com or vanguard. Do some google research on real financial experts and listen to a wide range. Dont use these hacks read more

I was recruited by one friend in 2019 and it felt like a pyramid scheme and I told them that then another friend tried to recruit me so I went just to show him why it's not legit and I think the fact they just let me come back is a red enough flag to stay away! read more

This is a pyramid scheme! They will make you pay $100 if you want to join. They tried to scam my brother before he recognized that it was a scam. Stay away you will lose your money if you join. This is illegal by the way! read more

Was skeptical about the financial industry from past experience. That is until I was referred to Revolution Financial Management. Personal attention and an individual plan have brought more happiness to our life! read more

This is a great company, got my life insurance policy and and IUL for my kids. Teresa L is amazing. Best free financial education bar none. Kim dapello was patient and passionate about helping me and my family. read more