JL Financial & Insurance Solutions

JL Financial & Insurance Solutions Financial Services Professional offering securities products and services through NYLIFE Securities LLC. 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. 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 Comp

any 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.

100 Professional Center Dr. Suite 104, Rohnert Park CA 94928. (707)400-4359

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. Neither JL Financial & Insurance Solutions nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. JL Financial & Insurance Solutions is not owned or operated by New York Life Insurance Company or its affiliates. My California Insurance license number is

Delaying Social Security reform could have negative effects on the bond market and the economy, new research shows.
08/31/2026

Delaying Social Security reform could have negative effects on the bond market and the economy, new research shows.

Social Security's trust fund that helps pay retirement benefits is projected to run out in late 2032. New research finds that may pose serious economic risks.

Taxpayers may receive automatic IRS relief under a new system, but a key eligibility rule still applies.
08/31/2026

Taxpayers may receive automatic IRS relief under a new system, but a key eligibility rule still applies.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and infl...
08/30/2026

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to help build your wealth over the long term.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to grow your wealth over the long term.

08/28/2026

I'm excited to announce that I’ll be hosting the 2026 Advisor Symposium on Wednesday, November 4th. This year’s event brings together an exceptional lineup of experts, including professionals Steve Parrish, Alan S. Gassman, Kathleen Bilderback, and New York Life Corporate Vice President Allen Hensley. The program will explore current strategies in wealth transfer, estate planning, business succession, and income tax planning strategies through engaging case studies that reflect a range of client situations and planning objectives. Participants will gain practical insights into advanced techniques and the value of multi-disciplinary collaboration to address complex client needs. Mark your calendar, download an agenda, and watch for registration info coming soon!

Caregiving can begin with small acts of support and concern for someone you love. Recognizing the role early may make it...
08/28/2026

Caregiving can begin with small acts of support and concern for someone you love. Recognizing the role early may make it easier for families to discuss long-term care preferences, responsibilities, and support before needs become more urgent.
https://bit.ly/4cgcXkk

Scams are rampant and hard to identify. Stay up to date with this information.
08/27/2026

Scams are rampant and hard to identify. Stay up to date with this information.

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provide...
08/26/2026

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.

More kids than ever are learning about money. But where they're getting their information is crucial.
08/26/2026

More kids than ever are learning about money. But where they're getting their information is crucial.

More kids than ever are learning about money. But where they’re getting their information is crucial.

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down ...
08/25/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

Summer spending can leave you with higher credit card balances and lower savings. Learn how to recover from a financial ...
08/24/2026

Summer spending can leave you with higher credit card balances and lower savings. Learn how to recover from a financial hangover and reset your budget before fall.

Summer vacations, family outings and impulse purchases can strain your budget. Here's how to get your savings and spending back on track before the holidays.

Address

100 Professional Center Drive Suite 104
Rohnert Park, CA
94928

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 12pm
Friday 8am - 5pm

Website

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