About Us We listen, we educate, then we perform like no one else in the industry. We've helped thousands of people get the financial assistance they need — from loans, mortgages, insurance, to general financial advisement. You are Preferred Financial; with you, we are powerful. 1979 Preferred Financial was founded in the Bay Area in 1979. $12 Bil Our agents have closed over $12 Billion dollars in loans. 10,000 We have 10,000 existing clients and counting.