Jeff Pauls, CLTC, FSCP, Financial Professional with NYlife Securities LLC

Jeff Pauls, CLTC, FSCP, Financial Professional with NYlife Securities LLC Guiding new and expecting parents in navigating the financial challenges of parenthood. Thanks to his guidance we were able to raise three kids on that income.

We had our daughter at a challenging moment of our lives - our income didn't cover the costs of parenthood. Being math lovers, we believed we could crack the equation, but finance is about systems, not numbers

We looked for someone who knew the financial system. Even so, our wealth increased significantly because we were using our money wisely by following a financial plan. Today, I work with

the same advisor. He is my mentor, and he inspired me to become an agent so that I can help parents that need financial support as they grow their family. I have resources to put you on a path to stability. Working with me, you will experience a level of understanding that no other agent can provide. Book a call at https://calendly.com/jeffreypauls

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. Please contact me to help you fully analyze your needs and recommend appropriate solutions. 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. Neither NYLIC, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial 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.

3530 Wilshire Blvd
Los Angeles, CA 90010
661-808-4461
CA License #4256658

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier....
08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/4zfsDy5
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more...
07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/44Tdl4b
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve b...
07/21/2026

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/4pxtWnz
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

You may have the perfect retirement in mind, but when it comes to your savings, it's always a good idea to expect the un...
07/02/2026

You may have the perfect retirement in mind, but when it comes to your savings, it's always a good idea to expect the unexpected. From medical bills to inflation, having a steady stream of income in retirement can ensure your plans don't get derailed. Reach out, and I'll help you come up with a strategy that keeps you on track.

You’re working hard to build wealth — but are you making the most of tax-efficient opportunities along the way? Now’s a ...
06/29/2026

You’re working hard to build wealth — but are you making the most of tax-efficient opportunities along the way? Now’s a great time to review your tax return and explore strategies that could help you reduce your tax burden and strengthen your long-term financial goals. Message me if you’d like to schedule a quick review and see what’s possible.

Life insurance has a reputation for being complicated. There are a lot of options, and thinking through the decisions be...
06/25/2026

Life insurance has a reputation for being complicated. There are a lot of options, and thinking through the decisions behind them isn't always comfortable.

But understanding what's out there is a lot easier than most people expect. We put together a really clear breakdown of the main policy types—what they are, how they differ, and what's worth considering depending on where you are in life:

https://nyl.co/43WFNl6

If it raises any questions or you'd like to talk through what makes sense for your situation, I'm here. Just send me a message.

06/23/2026

What if you could keep your employee benefits when you left your job? With employee benefit protection products from New York Life Insurance Company, you can.
If you’re seeking a simple, straightforward application process and want to learn more, watch this video and get in touch today.

This Juneteenth, take time to honor history, celebrate progress and support one another.
06/19/2026

This Juneteenth, take time to honor history, celebrate progress and support one another.

College is expensive, and prices are rising. Here's what you might pay, plus the best ways to pay for college today.
06/17/2026

College is expensive, and prices are rising. Here's what you might pay, plus the best ways to pay for college today.

Address

3530 Wilshire Boulevard 16th Floor
Los Angeles, CA
90010

Telephone

+16618084461

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