Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Oswaldo “Ozzie” Bermudez, principal owner, officially implemented Network Brokerage in 1995 as a sole proprietorship. The company later incorporated in March of 2000 after becoming more involved with the Small Business Administration and obtaining federal certification.
Ozzie received his Bachelor’s degree from one of the country’s top-ranking Ivy League schools, Middlebury College, in Vermont. He earned a double major in Spanish and French with an emphasis in international political science. He immediately entered into graduate school for international business management at The Monterey Institute of International Studies in Monterey, California where he earned his MBA. He speaks several languages fluently and recognizes the need for global skills in the insurance, employee benefits and financial security planning industry.
Ozzie’s educational background, 10 years of human resources generalist experience and corporate insurance practice over the past twenty-five years have provided him with both the knowledge and expertise necessary for today’s rapid changing insurance and financial services industry. This combination of education and professional work experience has equipped him with a host of skills ranging from organizational business development and employee benefits to individual retirement planning. His depth of knowledge spans virtually all lines of insurance with respect to corporate benefits and places emphasis on individual and small businesses where professional expertise are in growing demand.
Ethics and unsurpassed service are the main strengths that have made his practice grow successfully throughout the years. He has been responsible for nurturing meaningful and long lasting relationships with both local and international clientele. Equipped with several insurance veterans and networked with top insurance carriers and brokers, he welcomes your business inquiries and hopes to have the opportunity to assist you in the near future.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
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