Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce that Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU, of Wilshire Group Financial Services in Los Angeles, loyal member since 2012, is a winner of a 2021 Four Under Forty award. Additional winners this year are J. Cal Anderson, CFP, CLU, of Ameriprise Financial in Alpharetta, GA, loyal member since 2008; Rebecca Schulter, LUTCF, of UCL Financial Group in Memphis, TN, loyal member since 2015; and Steven Walker, LUTCF, of Gate City Insurance in Fargo, ND, loyal member since 2009.
The Four Under Forty Awards recognize highly motivated, well-rounded NAIFA members under the age of 40 who balance their work and home lives and are successful at helping their clients secure sound financial futures. They exhibit extraordinary professional success relatively early in their insurance and financial services careers.
This year’s recipients were honored at NAIFA’s National Leadership Conference in Washington, D.C., on December 6.
“The talented insurance and financial professionals who are Advisor Today’s 2021 Four Under Forty award winners represent the new generation of agents and advisors ensuring the success of our industry and financial prosperity of American families and small businesses for decades to come,” said NAIFA CEO Kevin Mayeux. “Their stories provide inspiration to anyone who may be considering an insurance or financial services career or who may be facing early-career challenges. They provide excellent examples of how hard work, dedication, and the support of a strong professional association can bring success.”
Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU
Dellosa, 35, began her career in insurance and financial services in 2008 after being recruited during a job fair while she was in college at Cal Poly Pomona. After early struggles to find the right clients during the Great Recession, she shifted gears and accepted an internship with Wiltshire Group Financial Services. During this time she gained a strong appreciation for identifying the proper products for the right clients. With experience, she developed a passion for estate and advanced planning.
Today, Dellosa is thriving as a General Agent at Wiltshire Group (American National). “Joanna has flourished and is loved by her clients because of her ability to provide sound planning with her product designs, professionalism, patience, and attitude,” said Alabel Lavares, CLU, LUTCF, FSS, RICP, LTCP, LACP, Principal at Wiltshire Group Financial Services, who nominated her as a Four Under 40 recipient. Dellosa has also emerged as an industry leader, serving as a Board member and Past President for NAIFA-Los Angeles.
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