What departments does TRC Financial have?

TRC Financial has employees across 2 departments including Entrepreneurship, Analytics.

What is the largest department at TRC Financial?

The largest department at TRC Financial is Analytics with 2 employees.

Where are TRC Financial employees located globally?

TRC Financial has employees across 1 continents and 1 countries including United States Of America.

How has TRC Financial's team size changed over time?

TRC Financial's team has decreased from approximately 4 to 2 employees based on available data.

TRC Financial Employee Directory

InsuranceCalifornia, United States2-10 Employees

TRC Financial operates as an independent advisory focused on life, disability, and long-term care insurance to help clients protect wealth and preserve legacies. The firm serves entrepreneurs, executives, and affluent families, providing design, placement, and administration of insurance programs and related executive benefit plans. As a member firm of M Financial, it draws on decades of experience and enhanced service to support its clients and their advisors.

Based in Irvine, California, TRC Financial is part of the insurance industry and highlights its status as the oldest firm of its type in Southern California. Its approach emphasizes personal relationships and a proactive response to client needs in the areas of protection, transfer, and accumulation of wealth. Securities for its offerings are provided through M Holdings Securities, Inc., a registered broker-dealer and FINRA/SIPC member, and TRC Financial is independently owned and operated.

TRC Financial Global Highlights

North America
13

United States Of America
13

TRC Financial's Leadership

D. C.
Owner
Mobile Phone
Email
G. O.
Financial Analyst
Mobile Phone
Email
J. M.
Financial Analyst
Mobile Phone
Email

TRC Financial Employee Metrics

100%

50%

0%

2026

2025

Analytics
Entertainment
Film & Video
Accounting
Administrative
Other
Arts & Design
Banking

Contact profiles from TRC Financial

Name

Title

Contact

Location

Last Update

D. C.
Owner
Mobile Phone
Email
Oct 18, 2024
G. O.
Financial Analyst
Mobile Phone
Email
Oct 17, 2024
J. M.
Financial Analyst
Mobile Phone
Email
Jul 16, 2025

Frequently Asked Questions

What is TRC Financial known for?

TRC Financial was founded in 2003 operates in the Insurance industry; you can contact the main corporate office by phone at

+1-949-509-****

. Explore TRC Financial's company overview page for more information.

What is TRC Financial's most common email format?

TRC Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more TRC Financial email formats with LeadIQ.

How many employees does TRC Financial have currently?

TRC Financial has approximately 5 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are TRC Financial's key employees and leadership?

As of August 2026, TRC Financial's key employees include:

Owner: D. C.
Financial Analyst: G. O.
Financial Analyst: J. M.

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TRC Financial Employee Directory

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