Partners in life and in business
Meet Modern Money, a husband-and-wife team in Long Beach
Jordan and Sarun Van Rijsbergen started Modern Money to help families in their community build wealth that lasts for generations. With Joseph and Cristal Diaz, they explain how each strategy works, what it costs and what can go wrong, before anyone signs anything.
Founders
Jordan & Sarun Van Rijsbergen
Our mission
Close the generational wealth gap, one family at a time
Many families in our community work hard and still don’t get to pass much on. Often it’s not about income. It’s that nobody sat down with them and explained how protection, savings and retirement income fit together.
That’s the job we set for ourselves: teach first, then help you choose. We’d rather you understand your plan than just own it.
Teach first
Charts, costs and risks explained before any recommendation.
Compare carriers
We work with several companies, so the policy fits you.
English or Spanish
Meet in the language your family is most comfortable in.
No pressure
Take the plan home, ask more questions, decide when you’re ready.
The team
The people you’ll work with
Co-founder · Life insurance agent and retirement planner
Jordan Van Rijsbergen
Jordan holds a bachelor’s degree in finance, real estate and law and a master’s degree in finance. He was an advisor at Northwestern Mutual before becoming a Director at First Financial Security LLC. He builds the plans: the numbers, the carrier comparisons and the charts that show how a strategy behaves over time.
Co-founder · Life insurance agent and retirement planner
Sarun Van Rijsbergen
Sarun is Jordan’s wife and his partner in life and in business. Her background spans insurance, mortgage lending and notary services, so she understands how a home loan, a policy and a family budget affect each other.
Joseph Diaz
Joseph’s grandparents came from Peru and Cuba, and his family’s story is why he does this work. He focuses on bringing financial education and protection to underserved communities that are too often skipped.
Cristal Diaz
Cristal is bilingual in English and Spanish. Her family went through Alzheimer’s with a loved one, so she knows firsthand why planning for care and living benefits matters before you need them.
Why families choose us
Protection and retirement income under one roof
01
One plan, not five salespeople
Life insurance, retirement income, kids’ savings and estate planning are looked at together, so one decision doesn’t undo another.
02
Several carriers
We work with National Life, Columbus Life, North American and Symetra, among others, and compare riders, costs and underwriting.
03
A real local office
Meet us at 2051 E Spring St in Long Beach, or by video anywhere in Los Angeles, Orange and Riverside counties.
Client stories
In our clients’ words
My husband and I got an IUL policy for us and our two children, ages 7 and 4. We went in with a specific budget, and the team listened and tailored a policy that fits. Jordan and Sarun used graphs and charts to show us exactly how it works.
Jordan and Sarun gave us a comprehensive guide to how universal life insurance works for our daughters, and answered every question afterward. Never once did we feel pressured to purchase any policies.
I don’t have kids, but I didn’t want my family to struggle with funeral costs. I learned I can use my policy while I’m alive if I become terminally or chronically ill. You don’t need a family to benefit from life insurance.
Sit down with us, no obligation
Start with a free comprehensive financial analysis. We’ll get back to you within 48 hours to set up a time.
[Licensing and disclosure wording: to be added at client review]