Vince Mesa, Financial Services Professional with Nylife Securities LLC

Vince Mesa, Financial Services Professional with Nylife Securities LLC I am a Financial Services Professional offering securities products and services through NYLIFE Secu 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 Company 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. New York Life Insurance Company
5450 Orange Ave Ste 100
Cypress, CA 90630
(657)767-6933

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. My California Insurance license number is 0F62426

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.

Preparing to never retire can be a dangerous retirement plan. Here are four potentially better retirement strategies.
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Preparing to never retire can be a dangerous retirement plan. Here are four potentially better retirement strategies.

Planning to never retire is a dangerous retirement plan. Even if you don’t want to retire, you may not be able to continue working through no choice of your own.

Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help ...
09/08/2026

Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help families save for college.

In 1996, federal legislation paved the way for states to offer 529 accounts — tax advantaged plans that allow families to save thousands of dollars for college. The investment accounts – now at 17 million with nearly $627 billion in assets – have transitioned from solely a college savings tool...

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

The data in NerdWallet's August Financial Resilience Index suggests that the majority of Americans' feeling that they're...
09/07/2026

The data in NerdWallet's August Financial Resilience Index suggests that the majority of Americans' feeling that they're in control of their daily finances may be more felt than earned.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
09/07/2026

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

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a ...
09/05/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But...
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If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one may be right for you.

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs irrevocable. But only one is right for you.

Learn about Medicaid and other programs that may provide benefits or financial assistance to eligible caregivers in this...
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Learn about Medicaid and other programs that may provide benefits or financial assistance to eligible caregivers in this week’s Wealth Wise column, including resources that may help with the financial demands of caregiving.

You don't necessarily have to quit your job to care for an aging parent, but the financial rules can be complicated.

Address

5450 Orange Avenue , Suite 100
Cypress, CA
90630

Telephone

(714) 255-7179

Website

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