Kim Mosley, Financial Services Professional

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Irvine, CA
Kim Mosley, Financial Services Professional

Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am not licensed in all jurisdictions.

As a financial services professional with Sagient Financial I help people protect the ones they love through a variety of financial products and solutions to meet their needs. As a licensed Agent of New York Life Insurance Company 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. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own t ax, legal, or accounting professionals before making any decisions. 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.

4204 Riverwalk Pkwy #200, Riverside, CA 92505
My CA insurance license number is 4244327.

08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

08/20/2026

You can have a strong net worth and still feel financial stress if income stops — because a lot of wealth isn’t easily turned into cash without tradeoffs. Let’s talk about your plan.

08/10/2026

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your business and your life. A periodic review can help ensure your plan reflects where life and business are today — not years ago.

Let’s review your options.

07/30/2026

If an illness or injury suddenly limited your ability to work, would you want to make financial decisions under added pressure? Planning for income interruptions can help
create flexibility when it matters most. Let’s connect.

07/20/2026

Succession planning isn’t only about retirement. It’s about options — and being ready for whatever comes next.

Even a high‑level plan can help reduce dependency, protect what you’ve built, and make future transitions smoother. Let’s start the conversation.

07/06/2026

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest of the year. Let’s connect.

06/23/2026

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your assets.

06/22/2026

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to your employees will change based on your headcount. I can help you understand your options. Let's talk.

06/18/2026

Student loans don’t pause when you’re unable to work. Disability income insurance with student loan protection can help you stay on track for what life brings. Let’s make sure you’re covered.

06/09/2026

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed cash value growth over time—working alongside your savings to support a more resilient financial foundation. Let’s discuss how this protection can support your long‑term financial strategy.

Address

3333 Michelson Drive Ste 300
Irvine, CA
92612

Telephone

+15622704454

Website

http://calendly.com/kim-sagientfs

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