Kim Mosley, Financial Services Professional

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.

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed c...
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.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the sam...
05/19/2026

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the same while everything else moves forward. Moments like these are a good reminder to check in and make sure your life insurance protection and long-term strategy still match the life you’re building. When was the last time you did a financial check‑in? Let’s connect.

You’ve spent years building your profession. Disability income insurance can help safeguard your ability to earn if an e...
05/14/2026

You’ve spent years building your profession. Disability income insurance can help safeguard your ability to earn if an extended illness or injury disrupts your work. Let’s review your protection plan together.

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income durin...
05/11/2026

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income during illness or injury is critical to keeping your business running and your finances on track.

Let’s explore ways to help protect you.

Retirement planning isn’t just about a 401(k). Whole life insurance can add a layer many plans overlook—lifetime coverag...
05/05/2026

Retirement planning isn’t just about a 401(k). Whole life insurance can add a layer many plans overlook—lifetime coverage and guaranteed cash value. It’s a way to stay protected while building flexibility for the future, even when markets are unpredictable. If you’re thinking about long‑term security, this is a conversation worth having. Let’s connect.

Your income supports everything — from your goals to your everyday life. Protecting it means protecting your future. Dis...
04/30/2026

Your income supports everything — from your goals to your everyday life. Protecting it means protecting your future. Disability income insurance helps keep life on track even when the unexpected happens. Have questions? I’m here to help.

A bonus is one of the few times you get extra income outside your regular earnings—and that makes it a smart opportunity...
04/21/2026

A bonus is one of the few times you get extra income outside your regular earnings—and that makes it a smart opportunity to strengthen your financial protection. Using part of a bonus for whole life insurance can add immediate death benefit coverage while building tax‑advantaged value you can use down the road. Let’s talk through what makes sense for you.

Address

3333 Michelson Drive Ste 300
Irvine, CA
92612

Telephone

+15622704454

Website

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