Mayumi Santos, Comprehensive Financial Planner

Mayumi Santos, Comprehensive Financial Planner Financial Advisor Please contact me to help you fully analyze your needs and recommend appropriate solutions. 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
s
trategies. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A
Registered Investment Adviser, I am also li
censed 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.
2020 Main Street, 10th Floor, Irvine, CA 92614

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. No
direct
or indirect payment or other compensation is provided to any person for a testimonial or
endorsement appearing here. 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. CA License Insurance # 4055571

06/04/2026

Address

3333 Michelson Drive
Irvine, CA
92612

Website

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