Wisdom. Protection. Legacy.
Most firms handle assets; we cultivate ancestral wisdom.
At Villafana Wealth Builders, we believe your legacy is your story, not just your savings.
For Villafana Wealth Builders, financial and estate planning are a mission to secure the most valuable inheritance of all: your family’s spiritual and ethical DNA; and, we see estate planning not as a legal task, but as a generational imperative.
We move beyond the mechanics of financial and legal documents to focus on the meaningful and intentional transfer of your true wealth: your core values, beliefs, principles, traditions, and family story. We help you turn a legal process into a legacy blueprint, ensuring your heirs inherit not just your resources, but a deep sense of honor, duty, and spiritual lineage, the intangible gifts that matter so much to you.
Our purpose is to integrate these guiding principles into every plan, helping you secure your financial future and shape the character of the generations to follow – ensuring your legacy is not merely preserved, but actively lived out by your heirs. In this manner, we guarantee the character of your family endures for generations.
Our Services
Faith-Based Financial & Estate Planning Services
Financial Planning & Wealth Management
Our wealth management services offer tailored strategies to help clients grow and safeguard their finances through diversified investment portfolios and risk management.
Alternative Investing
At the core of our strategy is wise biblical stewardship, ensuring the wealth entrusted to you serves a purposeful end for generations to come. Through alternative investments like real estate trust deeds and promissory notes, you become the primary capital provider—an investor in the first position, lending with intention and secured by tangible assets. This is how we transform dormant funds into a productive force, answering the call to diligence with the promise of strong, consistent returns. We guarantee that by backing these investments with real estate, your capital achieves stability and ethical alignment, making sure your wealth is positioned not just for profit, but for profound impact in the Kingdom.
Estate Planning & Legacy Protection
Our estate planning services help clients manage their assets and plan for the future, ensuring a smooth transition of wealth to future generations.
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Act on Your Vision. Secure Your Legacy
“Where there is no vision, the people perish (Proverbs 29:18).
Don’t delay the plan God has placed on your heart. Contact us now to begin crafting your powerful, purposeful legacy.”
A Legacy Built on Integrity and Faith
About Us
We believe true wealth is more than numbers — it’s wisdom, stewardship, and peace of mind.
Our mission is to empower families and individuals with the tools and guidance to protect what matters most — their values, assets, and legacy.
Why Estate & Financial Planning Belong Together
Financial planning prepares you to grow, manage, and protect your resources during your lifetime. Estate planning ensures that what you’ve built continues to provide for your loved ones long after you’re gone.
Words from Our Clients
Testimonials
Hear what our satisfied clients have to say about their experiences with us.
Rebeca advocated during the medical underwriting process for my permanent life insurance, going back and forth with the insurance company after they initially offered me a table rating, and she was able to secure a much much better rate for my insurance. I’ve come to find through my observation of her work and testimonials from other clients, that this treatment is not unique and I wasn’t given special attention simply because I had known her 15 years prior. Rebeca is a consummate professional, a fiduciary for the client in every sense of the word, and very knowledgeable about products and the whole ecosystem of tax considerations that intersect with insurance and financial instruments.
Ryan Kaplan,
Civil Engineer, Hawaii
We were looking for someone to help us with our trust, and I met Rebeca through her husband, Sisco. Since that day, Rebeca has helped us plan our life insurance, our 401k retirement plan, and she’s also helping us with the immigration paperwork for my brother and his family who are in Mexico. Rebeca has been very kind and attentive, helping us understand every question we have. Many thanks to Rebeca and her entire team.
Mari & Roge Gonzalez,
Santa Cruz, CA
I am 38 years old and a wife and mother of four children. Rebeca Villafana and Villafana Wealth Builders have been a great blessing in my life; this company helped protect me and my family. It has given me the peace of mind of knowing that if something were to happen to me, my family would have the financial security they needed. They also helped me with my estate planning, which allows me to organize my finances and safeguard the management of my assets in case of unforeseen tragedies or incapacity.
Belen Soto,
Wife and Mother of Four,
Morgan Hill, CA
Good morning, today I want to give thanks to God for bringing light to my path, illuminating my mind, and strengthening my heart. I also want to thank Him for putting people like Rebeca Villafana on my path to help so many people see beyond the moment we are living, the moment of our departure from this world, and to be able to continue supporting our ecclesial community, family, and friends. They will support our journey in this world by helping us walk in faith, placing our trust in the God who gives life, and to be able to contribute to those who continue their pilgrimage in this world and not leave behind those who still need support to continue their journey. I thank Rebeca for her willingness to help us organize our assets/heritage and place them in hands that will continue to support future generations. Thank you, Rebeca, may God continue to illuminate and strengthen you in your mission. 🙏 🤗
Father Victor Prado,
Assumption Church, Watsonville, CA
Your legacy deserves wisdom, protection, and care.
Let’s start the conversation today.
Connect with us to explore how we can make your vision a reality.