positive, reliable, accurate, honest, and responsible? we welcome a conversation with you.


At Wise Up Financial, we use our personal experiences to develop strategies that help agents build their businesses properly and efficiently. We’re looking for agent partners who share our values to join our team!

Who Is Wise Up Financial?

We’re a thriving, multicultural agency that specializes in Medicare, as well as plans for individuals, families, and small to medium sized businesses. Our core values are deeply ingrained in us, guiding everything we do. If you’re someone who is positive, reliable, accurate, honest, and responsible, we welcome a conversation with you.

Why Wise Up Financial?

Mentorship Programs

We understand that mentorship is a critical part of building a successful business. We’ll teach you how to:

Advanced Technology

In the past few years, we’ve transformed how we do business with our clients. We want our agents operating with the latest technology. That’s why we offer:

Start a Conversation

If you think you may be a good fit, book an appointment with us or complete the form below!

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