Meet Our Expert Insurance & Financial Team
At Global Wealth Insurance Services, our greatest asset is our commitment to personalized, client-centered guidance. Founded by seasoned financial and insurance professionals, our agency provides comprehensive coverage analysis, objective carrier evaluations, and tailored financial strategies for clients across Nevada and California.
Broker Profiles
Joseph Doratan, MBA, CFP®
Senior Broker
- California Insurance License: # 0F91214
- Nevada Insurance License: # 4208974
- Languages Spoken: English, Chinese (Mandarin), Filipino (Tagalog)
- Professional Expertise: Business & Commercial Insurance, Group Employee Benefits, Auto Liability, Homeowners & Property, Health Insurance (Covered CA & Medicare), Life Insurance, Retirement Planning, Financial Planning.
Joseph brings a rich background in business management and Certified Financial Planner (CFP®) expertise. He specializes in designing comprehensive risk management strategies for small and medium-sized business owners, corporate employee benefits packages, complex auto and home protection plans, and structured retirement income strategies. Joseph is widely recognized for his patience, thoroughness, and dedication to finding the best insurance solutions for every family and business.
Annabelle Lim
Senior Broker
- California Insurance License: # 0G76655
- Nevada Insurance License: # 4209214
- Languages Spoken: English, Chinese (Mandarin), Filipino (Tagalog)
- Professional Expertise: Life Insurance (Term, Whole, IUL), Health Insurance (Covered California, Off-Exchange & Medicare Plans), Retirement Income Planning & Annuities.
Annabelle is a dedicated health, life, and retirement specialist who takes deep care in guiding individuals, seniors, and families through important healthcare choices and long-term financial security plans. Her deep knowledge of Covered California subsidies, Medicare Advantage and Supplement options, and tax-deferred annuity structures makes her an invaluable partner for clients planning for life’s milestones.
The Independent Broker Advantage
Why do thousands of families and businesses trust Global Wealth Insurance Services?
- Choice & Flexibility: We work for you, not an insurance company.
- Trilingual Service: Full service in English, Chinese, and Filipino to ensure complete clarity.
- Dual State Expertise: Licensed and knowledgeable in both California and Nevada insurance laws.