Josh Pena, Registered Representative with Nylife Securities LLC

Josh Pena, Registered Representative with Nylife Securities LLC Registered Representative with NYLIFE Securities LLC. Your Vision, My Guidance! Let’s navigate, together! I am not licensed in all jurisdictions.

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. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. 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. 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.

5350 S. Staples St., Ste 101
Corpus Christi, Texas 78411
Cell: 361-695-0028
Office: 361-994-1000

Support local, shop small.Celebrate Small Business Saturday by uplifting the entrepreneurs and shops that make our commu...
11/29/2025

Support local, shop small.
Celebrate Small Business Saturday by uplifting the entrepreneurs and shops that make our communities thrive.

This Thanksgiving, we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyfu...
11/26/2025

This Thanksgiving, we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyful holiday filled with gratitude, love, and peace of mind.

If you’ve ever changed jobs, there’s a chance you may have also left behind a retirement plan account. This new tool fro...
11/20/2025

If you’ve ever changed jobs, there’s a chance you may have also left behind a retirement plan account. This new tool from the U.S. Department of Labor:
https://bit.ly/43K1N34 may help you find out. If it turns out that you are owed a retirement benefit, I’d be glad to help guide you on how you may be able to roll it over or align it with your current goals.

Whether holiday shopping or baking cookies, building snowmen or sipping hot cocoa, the holidays are always warmer when s...
11/18/2025

Whether holiday shopping or baking cookies, building snowmen or sipping hot cocoa, the holidays are always warmer when spent with the ones you love. This year, take a moment to reflect, and then protect, all that you hold dear. When you're ready, reach out and I can help.

As the year winds down, it’s the perfect time to reflect on your financial goals, review your progress, and set a strong...
11/13/2025

As the year winds down, it’s the perfect time to reflect on your financial goals, review your progress, and set a strong foundation for the year ahead. Whether it’s budgeting, retirement planning, or investment strategy—an end-of-year check-in can make all the difference.
Let’s make sure you’re on track.
Reach out to me and I can help.

Today we honor the courage and sacrifice of our veterans.Thank you to all who have served and continue to serve. Your br...
11/11/2025

Today we honor the courage and sacrifice of our veterans.
Thank you to all who have served and continue to serve. Your bravery inspires us every day.

Sandwich Generation adults caring for children along with aging parents may put their own retirement at risk as finances...
11/07/2025

Sandwich Generation adults caring for children along with aging parents may put their own retirement at risk as finances are split among generations. November is National Family Caregivers Month, a time to recognize individuals who give their time, energy, and money to support family members. If you can relate, let’s talk about solutions that can help secure your financial future.

Behind every service member is a strong and resilient family.We salute the families who serve alongside their loved ones...
11/04/2025

Behind every service member is a strong and resilient family.
We salute the families who serve alongside their loved ones. Your strength does not go unnoticed.

Daylight Saving Time ends—set your clocks back one hour and enjoy that extra sleep.
11/02/2025

Daylight Saving Time ends—set your clocks back one hour and enjoy that extra sleep.

Honoring life, memory, and tradition.Día de los Mu***os is a time to celebrate loved ones who have passed and keep their...
11/01/2025

Honoring life, memory, and tradition.
Día de los Mu***os is a time to celebrate loved ones who have passed and keep their spirits alive.

Wishing everyone a spooky, silly, and safe celebration filled with costumes, candy, and laughter. Have a fang-tastic tim...
10/31/2025

Wishing everyone a spooky, silly, and safe celebration filled with costumes, candy, and laughter. Have a fang-tastic time with your family and friends!

Worried about the way taxes could affect your standard of living in retirement? Tax diversification with life insurance ...
10/27/2025

Worried about the way taxes could affect your standard of living in retirement? Tax diversification with life insurance can help you save more of your money. Contact me to find out how.

Address

5350 S. Staples Street , Suite 101
Corpus Christi, TX
78411

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 8pm
Friday 9am - 8pm
Saturday 8am - 12pm

Telephone

+3616950028

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