About Us
Infinite Banking
Use whole life insurance to become your own banker.
Financial Freedom
Make decisions without major concern for the financial impact it will have with a system of assets and minimal liabilities.
Life Insurance
Life insurance protects the people and priorities you value most, with each type offering unique benefits for security, savings, and building a lasting legacy.
Building Legacy
Design a plan so your wealth benefits both you and those who come after you.
Client Testimonials
Hear from those who’ve been where you are now. Our clients share how we've helped them protect their families, build wealth, and create lasting change for future generations.
Keller Williams Partnership
As the exclusive financial education partner to the Keller Williams Wealth Community, we help agents and their clients grow, protect, and pass on wealth.
Resources
Educational Courses
Our mission is to empower individuals to take ownership of their financial future, and that all starts with increasing our financial IQ through education.
Factum University Login
Explore our library of free videos designed to expand your financial knowledge and help you make smarter decisions around money.
Articles
Insightful articles from respected sources across the web to help you grow your financial knowledge.
Books
Trusted authors and thought leaders to help you deepen your financial understanding.
Beat the Banks Podcast
Educating Americans about increasing their savings rate and regaining control of banking functions through the prism of whole life insurance.
Powered by Factum Podcast
Only 20% of new life insurance agents survive beyond 24 months. We're changing that.
Events
Team
Keller Williams Partnership
Careers

shalaree lamboy

Santee, CA

With over a decade of experience teaching the pillars of foundational wealth, Shalaree Lamboy helps families and founders to build multi-purpose money using whole life insurance so they can create impact, legacy, and protection.

As a wealth strategist for Factum Financial, her expertise has been featured in leading publications like Yahoo Finance and Business Insider, and is an Authorized Practitioner of the Infinite Banking Concept for the Nelson Nash Institute, a financial education company committed to teaching North Americans how to build wealth on firm principles that have stood the test of time.

Book Appointment

(619) 921-2030

[email protected]

TESTIMONIALS

"We are very successful at running our auto repair business and have other income producing activities, but we weren’t sure what our financial future looked like. Since working with you we have increased our cash flow, and we are so grateful you have given us the tools to grow our wealth without risk."

- Darlene and Marco Decinti

"Certain traditional ways of banking and “planning for the future” are often overly complex and yield mediocre results. Thanks to Shalaree we have a new outlook on financial strategy and how to better manage and plan our wealth. Boring money stuff aside, If working with Shalaree was any more fun, it would be illegal!"

- John Grimm

"I am a business owner and decided to work with Shalaree to ensure I was spending my dollars wisely. After her Wealth Snapshot course, I was able to clearly see an empowering future, confident in my finances. And I just love listening to her, she has wonderful energy!"

- Susan Cooley