Rick Ramirez, RICP, Financial Advisor with Eagle Strategies LLC

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Glendale, CA
Rick Ramirez, RICP, Financial Advisor with Eagle Strategies LLC

Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am not licensed in all jurisdictions. My CA License is 0N02198

Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser

Registered Representative offering securities products and services through NYLIFE Securities LLC. 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, lifetime income strategies, and investment advisor services. Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser

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 and a New York Life Company

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.

801 N. Brand Blvd., Penthouse Suite
Glendale, CA 91203
818-326-9358

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.

11/02/2026

The inflation rate you hear about on the news is an average, and averages don't always reflect what you're actually spending. Healthcare, housing, and everyday essentials often rise at a different pace than the broader index, which means the official number can look calm while your real costs are moving in a different direction.

If you're in or approaching retirement, it's worth taking a closer look at whether your income strategy accounts for the inflation that's specific to your life, not just the headline figure.

I'm happy to walk through that with you. Let's talk.

10/27/2026

Investing trends can change over time. After a period of strong AI-driven market leadership, some sectors have cooled while others have gained momentum. Market rotation is a normal part of investing and can create both opportunities and challenges for investors.

A diversified approach that aligns with your goals, risk tolerance, and time horizon can help you stay focused through changing market conditions. If you'd like to discuss how recent market shifts could affect your portfolio, I'd be happy to help.

10/21/2026

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 12% interest rate for the first year and 6% for subsequent years on a Premium Deposit Account for select life insurance products. Speak to me today to learn more. Rates based on premium amount and other guidelines apply.
https://nyl.co/47xI9J8

10/20/2026

A Roth conversion may create additional flexibility in retirement, but timing matters. Recent tax changes have prompted many individuals to take a fresh look at how Roth conversion strategies fit within their broader financial picture.

Every situation is different. If you're interested in exploring whether a Roth conversion strategy may benefit you, let's talk about the opportunities and considerations involved.

10/13/2026

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.

09/23/2026

5.30% guaranteed rate for New York Life Secure Term MVA Fixed Annuity and 5.25% guaranteed rate for New York Life Secure Term Choice Fixed Annuity!

The New York Life Secure Term MVA Fixed Annuity is offering a 5.30% and 5.25% for the New York Life Secure Term Choice guaranteed* rate for premiums of $100,000 or greater, effective 09/21/2026.

Additional rates are available for amounts as low as $5,000. Please review the attached flyers and call me to lock in your rate today.

The New York Life Secure Term MVA Fixed Annuity is issued by New York Life Insurance and Annuity Corporation (A Delaware Corporation), a wholly owned subsidiary of New York Life Insurance Company, 51 Madison Avenue, New York, NY 10010.

*All guarantees based on the claims paying ability of the issuer. Rates are subject to change.

The policy form number for the New York Life Secure Term MVA Fixed Annuity is ICC10-P111 in most jurisdictions; in some states, it may be 210-P111, and states variations may apply. The policy form number for the New York Life Secure Term Choice Fixed Annuity is ICC11-P113 in most jurisdictions; in some states, it may be 211-P113, and state variations may apply.

SMRU5027480 (Exp. 1/14/2029)

09/17/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

09/08/2026

Many consumers rely on credit cards to pay for everyday expenses, such as groceries, but some can't make the minimum payment, according to a new report.

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.

09/02/2026

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.

Address

801 North Brand Boulevard Penthouse Suite
Glendale, CA
91203

Website

https://www.newyorklife.com/agent/rmramirez, https://rmrwealthstrategies.com/

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