About Us

Who we are.

How it started. What we mean. Who we are.

A Note From The Founder

How Legacy was born.

On September 2, 2023, my first son was born.

Two weeks later, my father called to tell me he had stage 4 liver cancer. He’d been diagnosed six months earlier and kept it from us through the pregnancy. The doctors were giving him weeks.

I couldn’t fly out. My wife was two weeks postpartum, a first-time mom, and we had no family in Redding. I stayed.

My dad spent his last weeks in a Catholic in-home hospice. They prayed for him, cooked for him, loved him. One Friday afternoon we had what turned out to be our last conversation. He was at peace, ready for what he called the biggest transition of his life. We talked about God. We made plans for the visit I had booked the next week. He told me he loved me.

Julio Antonio Marrero

My dad.

Julio Antonio Marrero

March 2, 1965 to October 1, 2023

Legacy Builders Alliance is dedicated to the life, love, memory, and legacy of Julio Antonio Marrero.

In Loving Memory

He went unconscious Saturday. He died Sunday. My flight was Monday. There was no funeral. He was cremated and his ashes were shipped home to Redding. I held my one-month-old son and could see, in him, the whole arc of a family: my dad’s life, mine, his. What we’d been given. What we leave behind.

I joined a GriefShare group. They asked us a question I haven’t been able to put down:

How can you use your grief to make a positive impact in the world?

I’m a financial advisor. I know what it looks like when families have to make money decisions in the middle of grief, and how much harder it is when nothing has been prepared. So I walked into a Redding funeral home and met Heather. I told her my story; she cried with me. I offered to help her grieving clients navigate the financial side.

Then I realized I didn’t have to wait until someone was dying. I could help people prepare, so when the hardest day comes, their families are free to grieve.

I started with seniors. Met Maria at Sundial Assisted Living. She introduced me to people. They introduced me to more. Eventually it hit me: if we got everyone in the same room, we’d have something bigger than a referral group. We’d be a team, committed to each other, to our community, and to work that outlasts us.

That’s how Legacy Teams was born. The Legacy Conference came next. Then Legacy Builders Alliance.

We’re still evolving. But every part of it traces back to that month: holding my son, after losing my dad.

JC Marrero, Founder

What We Mean By Legacy

It’s not just money.

It’s the memories you leave behind. Your presence. Your physical, mental, and emotional health. The example you set without realizing you were setting one. And a lot more.

We use the word legacy with all of that in mind.

Redwood cone on the forest floor

Why The Redwood

No redwood stands alone.

The cone in our logo is a redwood cone. Coast redwoods are native to Northern California. They live two thousand years. Legacy. They’re among the largest, oldest living things on earth.

And their roots, surprisingly shallow, interlace with every redwood around them. No tree stands alone. They hold each other up in storms.

We didn’t pick the metaphor. We just recognized it.

A better future begins with today’s seeds…

Stages we serve.

The redwood lives in stages. So do families. We’ve built our alliance around six of them, from beginnings to what gets passed on. There’s a partner in the room for each.

The Seed

Beginnings & potential.

The redwood begins as a cone, releasing seeds in fire and storm.

Birth, early childhood, foundational family.

Partners: doulas, midwives, OB-GYNs, pediatricians, daycare and Montessori, parenting coaches, family therapists, new-parent nonprofits.

The Sapling

Youth & identity.

A young redwood reaches for light, finding its place in the canopy.

Adolescence, early independence, education.

Partners: tutors and educational coaches, youth mentors, teen counselors, college prep and FAFSA support, behavioral health, teen centers.

The Mature Tree

Contribution & strength.

Tall, established, providing shelter for what grows around it.

Career, parenting, business, homeownership, peak earning.

Partners: financial advisors and wealth planners, real estate and mortgage, business coaches, estate attorneys, insurance, marriage counseling, mental health, wellness.

The Aging Tree

Reflection & legacy.

The crown thins. The work is taking its final shape.

Empty nesting, retirement, caregiving, downsizing.

Partners: retirement and investment advisors, reverse mortgage specialists, senior fitness, accessibility contractors, wills and trusts, life-review counseling.

The Fallen Tree

Release & transition.

The tree comes down, sometimes slowly, sometimes all at once.

Death, grief, divorce, health decline, end-of-life.

The hardest stage. The one we walk through most carefully.

Partners: grief counselors and hospice chaplains, funeral homes, divorce attorneys and mediators, home health, memory care, support groups, trauma-informed therapists, spiritual care.

The Nurse Log

Continuance & inheritance.

The fallen tree becomes the soil the next generation roots into.

Estate, inheritance, traditions carried, legacy lived.

Partners: probate attorneys, trust administrators, inherited-wealth advisors, charitable gift planners, multi-generational financial planning, family historians and videographers, celebration-of-life planners, family-foundation consultants, genealogists.

If you’ve ever helped someone grow, rebuild, or plan for what’s next, you belong here.

What We Stand For

Four Pillars

All rooted in legacy.

01

Learning

Workshops, lunch and learns, an annual conference, and the kind of resources you actually use.

02

Synergy

The networking gets you in. The friendships keep you. Referrals and real support are how it shows up week to week.

03

Community Impact

Free public workshops on the things families actually have to figure out: buying a home, caring for aging parents, planning ahead.

04

Fun

We genuinely like each other. Expect mixers, parties, and the occasional ridiculous group photo.

Leadership

Founder & President

JC Marrero

JC Marrero

Personal CFO

Veritas Financial Solutions

Get Involved

Help us plant today’s seeds.