Javier Zubiate, MBA, CFP, Chfc Financial Adviser at Crown Wealth Strategies

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Javier Zubiate, MBA, CFP, Chfc Financial Adviser at Crown Wealth Strategies

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Financial Adviser offering investment advisory services through Eagle Strategies LLC. These testimonials are no guarantee of future performance or success.

Crown Wealth Strategies provides quality financial strategies, and offers financial products and services and insurance to businesses and individuals. We 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 us to help you fully analyze your needs and recommend appropriate solutions. Neither Crown Wealth Strategies nor New York Life Insurance company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Crown Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates. 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. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. I am not licensed in all jurisdictions. CA ins lic #4106669.

621 Resler Dr
El Paso, TX 79912
(915)613-4300

10/26/2026

We're proud to be named to Barron's 100 Best Annuities list for 2026.

At New York Life, we're committed to making annuities easier to understand and easier to use, helping you navigate retirement with greater confidence. We're honored by this recognition and remain dedicated to providing solutions designed to help you build a secure financial future and protect what matters most.

Read Barron’s article: https://bit.ly/4hKTGKK

New York Life Annuities is honored to be named to Barron's 100 Best Annuities list for 2026. This recognition reflects our ongoing commitment to helping financial professionals make retirement planning easier for their clients through solutions, tools, and support designed to bring greater clarity a...

10/23/2026

If you or someone you care for has a qualifying disability, an ABLE account can be a tax-efficient way to invest for the future—and remain eligible for essential federal benefits. Learn more here: https://nyl.co/4yzIjun

10/21/2026

Treasury yields are rising. Learn what higher yields could mean for mortgage rates, car loans and credit card borrowing costs.

The 10-year Treasury yield is climbing. Here’s how higher yields could affect mortgage rates, car loans and credit card debt.

10/20/2026

Recent changes to required minimum distribution (RMD) rules may create new opportunities for retirement planning. Understanding when distributions begin and how these rules apply to your situation can play an important role in your retirement income strategy.

If you'd like to review how these changes could affect your retirement income plan and tax strategy, I'd be happy to help.

10/19/2026

Many people assume Medicare will cover long-term care, but custodial care such as assisted living, nursing home stays, and help at home generally is not covered by Medicare.

Planning ahead can help protect retirement savings from unexpected care costs. This article looks at the funding gap, long-term care insurance, and other ways families may prepare for future care needs.
https://bit.ly/4hVZilD

10/16/2026

Small actions taken consistently can make a meaningful difference over time. For many individuals, annual Roth IRA contributions may help create additional flexibility in retirement through the potential for tax-free growth.

While $8,000 per year may not seem significant on its own, the long-term impact can add up. If you'd like to explore how consistent saving could support your retirement goals, let's schedule time to discuss.

10/14/2026

You see their potential — and you’re determined to give them every opportunity to reach it.
Whether it’s college, career, or discovering their purpose, planning early can make all the difference.
Let’s turn those dreams into actionable steps toward a brighter future. Call me today and let’s get started.

09/17/2026

Join us in celebrating the rich culture, history, and contributions of the Hispanic community. Let’s honor the stories that shape us.

09/07/2026

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

Address

621 N Resler
El Paso, TX
79912

Website

https://www.crownwealthstrategies.com/

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