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

As the year winds down, it’s the perfect time to reflect on your financial goals, review your progress, and set a strong...
10/17/2025

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.

Money doesn’t have to come between you. It can bring you closer.For many couples, talking about finances is tough. Diffe...
10/08/2025

Money doesn’t have to come between you. It can bring you closer.

For many couples, talking about finances is tough. Different goals, priorities, and perspectives can make it hard to feel like you’re on the same page.

That’s where a financial plan helps. It gives you a way to talk openly, make decisions together, and feel more confident about the future you’re building.

To see how planning today, not “someday,” can make your goals clearer and your relationship stronger, watch this video, Plan Together, Grow Together.
https://bcove.video/4psC3Bd

Life insurance can give us peace of mind and benefit us in so many ways. Talk to a financial professional about how a po...
09/30/2025

Life insurance can give us peace of mind and benefit us in so many ways. Talk to a financial professional about how a policy can help you and your family.

Having life insurance is just as important as saving for retirement or putting money away in a college fund. Make the sm...
09/29/2025

Having life insurance is just as important as saving for retirement or putting money away in a college fund. Make the smart decision for your financial future and get life insurance!

The best time to purchase a life insurance policy is any time. Be ready, stay protected!
09/26/2025

The best time to purchase a life insurance policy is any time. Be ready, stay protected!

Take control of your future by ensuring you're on the right track to achieve your financial goals.https://bit.ly/4np3sTm
09/24/2025

Take control of your future by ensuring you're on the right track to achieve your financial goals.
https://bit.ly/4np3sTm

From your first paycheck to your last withdrawal, your financial plan faces evolving threats. Life changes. Markets shif...
09/23/2025

From your first paycheck to your last withdrawal, your financial plan faces evolving threats. Life changes. Markets shift. Unexpected health events. The good news? Protection strategies exist for every life stage:
• Early accumulation
• Peak accumulation & pre-retirement
• Retirement & legacy planning
Start the conversation that safeguards your financial future. Your plan deserves it.
https://bit.ly/4nMCUeB

Life insurance is such an important piece of your personal financial strategy. What does life insurance mean to you?
09/22/2025

Life insurance is such an important piece of your personal financial strategy. What does life insurance mean to you?

Most people overestimate the cost of a life insurance policy. Get serious about your financial future for as little as t...
09/19/2025

Most people overestimate the cost of a life insurance policy. Get serious about your financial future for as little as the cost of a dozen donuts each month.

It's time to take a deep dive into your retirement plan and get answers that will help keep you on track to reach your r...
09/18/2025

It's time to take a deep dive into your retirement plan and get answers that will help keep you on track to reach your retirement goals. Connect today to get started.
https://bcove.video/3wAqd1h

Address

3333 Michelson Drive
Irvine, CA
92612

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