Stephanie Araneta-Clifford

Stephanie Araneta-Clifford 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 strategies. 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. 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.

888 San Clemente Dr Suite 250
Newport Beach, CA 92660
CA Lic # 4296056

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and ever...
02/16/2026

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and every generation.
Happy Presidents’ Day!

Humbled by this recognition, honored to be part of a remarkable organization, and grateful for the trust my clients plac...
02/06/2026

Humbled by this recognition, honored to be part of a remarkable organization, and grateful for the trust my clients place in me.



Martin Luther King Jr. believed that everyone can be great because everyone can serve.On this MLK Day, we honor his lega...
01/19/2026

Martin Luther King Jr. believed that everyone can be great because everyone can serve.

On this MLK Day, we honor his legacy by recommitting ourselves to service, compassion, and making a meaningful difference in the lives of others—one family, one community at a time.

Let’s continue striving to build a more just and hopeful future together.

Whether you’re saving for college, buying a home, or planning for retirement, big financial decisions often come with bi...
01/05/2026

Whether you’re saving for college, buying a home, or planning for retirement, big financial decisions often come with big questions. That’s where I can help. With access to proprietary tools and insights backed by New York Life, you’ll get an extensive report to help you see your options clearly —maybe even in a new light. A better future starts with one conversation. Call me today for a free personalized report with no obligation.

Wishing you a very happy New Year!
01/01/2026

Wishing you a very happy New Year!

Merry Christmas! May this season be full of light and laughter for you and your family.
12/25/2025

Merry Christmas! May this season be full of light and laughter for you and your family.

Everyone’s financial journey is unique. I can help you shape yours into a story worth telling. Using our proprietary dig...
12/04/2025

Everyone’s financial journey is unique. I can help you shape yours into a story worth telling. Using our proprietary digital tool—backed by 180 years of New York Life’s knowledge and resources—I’ll help you turn goals into clear, actionable steps. Let’s work together to build the successful future you deserve. Contact me to learn more.

Whether holiday shopping or baking cookies, building snowmen or sipping hot cocoa, the holidays are always warmer when s...
12/01/2025

Whether holiday shopping or baking cookies, building snowmen or sipping hot cocoa, the holidays are always warmer when spent with the ones you love. This year, take a moment to reflect, and then protect, all that you hold dear. When you're ready, reach out and I can help.

This Thanksgiving, we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyfu...
11/27/2025

This Thanksgiving, we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyful holiday filled with gratitude, love, and peace of mind.

Spurred on by competitive pressures, small businesses are racing to adopt AI.
11/23/2025

Spurred on by competitive pressures, small businesses are racing to adopt AI.

Spurred on by competitive pressures, small businesses are racing to adopt AI. A recent snapshot shows the technology’s day-to-day uses.

Whether you watch the stocks or invest in real estate, living in one of these states could reduce your investment taxes ...
11/20/2025

Whether you watch the stocks or invest in real estate, living in one of these states could reduce your investment taxes in 2025.

Living in one of these places could lower your 2025 investment taxes — especially if you invest in real estate.

Money doesn’t have to come between you. It can bring you closer.For many couples, talking about finances is tough. Diffe...
11/17/2025

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

Address

888 San Clemente Drive Suite 250
Newport Beach, CA
92660

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