Mission | Invictus Financial Solutions

Our Mission

Welcome to Invictus Financial Solutions, your trusted partner for all your financial needs. We strive to reach every family and business in America through our vision of growing our organization to 100,000 licensed agents and creating an opportunity to educate people across the country. As a non-captive broker, we partner with A-rated finance and insurance companies and can proudly state that we do not charge any consulting fees. Whether you are just getting started, on your way to financial success, or already financially successful, we're here to help. Our goal is to educate, inform and disrupt the industry. Whether you are looking for tips on budgeting and saving, growing your savings, protecting your family or business, or partnering up to grow your income, we will find a way to help!

Meet Our Founders

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Senior Broker/Founder

Joe DeGuardia

Joe grew up in Westchester, NY to a family of small business owners. Very early on, Joe learned the power of hard work and building a business. Growing up, Joe had an affinity for competition, playing baseball, football, basketball, chess & any other sports he could. Joe went to St. Lawrence University where he played baseball and football and majored in Statistics and Business. After graduating in 2019, Joe accepted a position with the FDIC as a Financial Institution Specialist. After 2 years there, Joe quickly realized he wanted to continue to compete in the business arena and started a fitness business in 2021, followed by becoming a real estate agent and in 2022 found an opportunity in the financial services industry. Joe started in the industry part-time. Replacing his income at the FDIC in the first year, he went full-time in the business and in his first 3 years became one of the top brokers at his firm with over 80,000 licensed representatives. Joe made the decision to start Invictus Financial Solutions with his fianceé Lauren to achieve a bigger vision and better equip his team to achieve their mission.

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Senior Broker & Director of Expansion

Lauren Bernarducci

Lauren grew up in Westchester County, NY to two parents who were teachers. When it came time to pick a career path, Lauren went into the communications field majoring in communications with a focus in advertising and public relations from SUNY Cortland. After college, Lauren took a job in Uber Eats corporate offices as an account manager, then being promoted to account representative. Lauren wanted to change her path and be in a position where she could really help people, which led her to return to school to get her master’s degree in childhood education and special education. She was a special education teacher for 6 years and while loving the educator role, realized that she was missing the freedom and felt stuck. After meeting her fiancee, Joe, Lauren started working part-time with him in the financial service industry. After seeing a massive surge in their business, she realized that this was an opportunity to still educate and help people in a bit of a different way. Since leaving teaching, Lauren and Joe made the decision to start Invictus Financial Solutions to better educate as many people as possible.

Disclosure

Invictus Financial Solutions is an independently operated organization comprised of licensed financial professionals who are associated with The Broker Group LLC. Invictus Financial Solutions is not an affiliated company of The Broker Group LLC, TBG Solutions Insurance Agency, or The Broker Group Insurance Agency LLC. These agents offer insurance products through The Broker Group LLC and its licensed affiliates operating in various jurisdictions, including but not limited to California, Hawaii, and Massachusetts. These entities work under The Broker Group platform to deliver a wide range of insurance and financial services.

This material is intended for educational and training purposes only. It is not, and should not be construed as, an offer or solicitation for the purchase of sale of any specific financial product or service. Neither The Broker Group LLC nor its associated agents provide legal or tax advice. Anyone reviewing this material should consult with and rely on their own independent tax and legal professionals regarding their specific situation and any concepts represented herein. The availability of the listed providers may vary and is dependent on the agent's licensing, appointment status, and state-specific approvals. Insurance and financial product providers referenced maintain independent selling agreements with The Broker Group LLC, and access may require agents to complete applicable carrier contracting and approval processes. In the presence of a provider on this list does not imply endorsement, nor does it guarantee availability through all agents or agencies operating under The Broker Group LLC.

The Broker Group Headquarters:

21255 Burbank Blvd Ste 120, Los Angeles, CA 91367

888-824-9123

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