Seungjin "Gene" Seok, Coram Deo Insurance and Financial Services, Inc.

Seungjin "Gene" Seok, Coram Deo Insurance and Financial Services, Inc. Providing quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. CA Ins.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

2400 E Katella Ave. Suite #800, Anaheim, CA 92806
Tel. 714-255-5100. Lic. / AZ Insurance Lic. #16678786

Neither Coram Deo Insurance and Financial Services, Inc. nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Coram Deo Insurance and Financial Services, Inc. is not owned or operated by New York Life Insurance Company or its affiliates.

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58...
09/16/2026

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58% last year. But confidence that those savings will last a lifetime dropped 21 points in the same span.
One factor that made a real difference? People working with a financial professional felt far more hopeful, prepared, and excited about retirement than those without one. Check out the full results here.

If you'd like to talk through what planning built around your specific goals could look like, just send me a message and we'll find a time to connect.

According to new research from New York Life's Wealth Watch survey, Americans seek financial stability and prioritize retirement confidence

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
09/15/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

Scams are rampant and hard to identify. Stay up to date with this information.
08/21/2026

Scams are rampant and hard to identify. Stay up to date with this information.

Some retirement expenses are difficult to predict, particularly when long-term care needs arise. This article examines h...
08/20/2026

Some retirement expenses are difficult to predict, particularly when long-term care needs arise. This article examines how significant care-related costs can affect retirement spending and the longevity of a retirement portfolio.
https://bit.ly/4wBqeuQ

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down ...
08/19/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

Caregiving can begin with small acts of support and concern for someone you love. Recognizing the role early may make it...
08/18/2026

Caregiving can begin with small acts of support and concern for someone you love. Recognizing the role early may make it easier for families to discuss long-term care preferences, responsibilities, and support before needs become more urgent.
https://bit.ly/4zouDEh

The Federal Reserve has remained cautious about interest rates as inflation concerns have heightened, leading to uncerta...
08/17/2026

The Federal Reserve has remained cautious about interest rates as inflation concerns have heightened, leading to uncertainity about the state of the US economy.

Federal Reserve officials have sent mixed signals on the path of interest rates as inflation concerns have intensified, fueling uncertainty about the outlook for the US economy.

Address

2400 E Katella Avenue Suite #800
Anaheim, CA
92806

Website

,

Alerts

Be the first to know and let us send you an email when Seungjin "Gene" Seok, Coram Deo Insurance and Financial Services, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category