Pledge to our clients:

We take the mystery out of finding the right employee benefits for your company.

We pledge to provide services that represent your corporate culture, benefit philosophies and funding requirements.

We will be good listeners and effective communicators, responding promptly to your requests.

Each business day we will exercise our best judgment and we will treat others the way we would like to be treated.

At Wallis Employee Benefits our client's needs come first.
Wallis Employee Benefits specializes in the design, establishment, intercommunication, and administration of employee benefits packages. We invest the time and effort required to understand each client's employee benefits needs. Our programs strive to help our clients attract, motivate and retain a high caliber employee base.

Our goal is to cultivate mutually beneficial, long-lasting relationships with our clients. These relationships are the foundation of our success and excellent reputation.

At Wallis Employee Benefits, we use our knowledge and experience to help our clients minimize the costs of their employee benefits while maximizing the employee's appreciation of these significant costs. By being good listeners in our initial fact-finding we are able to develop the right programs and systems for each client's needs. We work closely with your Human Resources Department on the implementation of our recommended programs. From conducting employee meetings, both group and individual, to arranging benefit fairs and monitoring the paperwork to make sure all deadlines are met. We are committed to the on-going maintenance of the programs we help you put into place. Your employees will get to know us and appreciate the value of their benefits though our education process.


IMPORTANT CONSUMER INFORMATION:

The LPL Financial registered representative associated with this site may be only discussed and/or transact securities business with residents of the following states: California.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Wallis Employee Benefits and LPL Financial are separate entities.

Gena Wallis CA Insurance License# 0C62732


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