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

James Quintana, Owner, with Catalyst Insurance and Financial Strategies LLC

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United States
San Antonio, TX
James Quintana, Owner, with Catalyst Insurance and Financial Strategies LLC

Providing quality financial strategies, and offers insurance and financial strategies, and employee benefits to businesses and individuals.

James Quintana is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, James Quintana is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. James Quintana is a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser and a New York Life Company. James Quintana is not licensed in all jurisdictions. My California Insurance license number is 4374984. Neither Catalyst Insurance and Financial Strategies LLC nor New York Life Insurance Company, or 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. Catalyst Insurance and Financial Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates.

8000 IH-10 West, Suite 800, San Antonio, TX 78230, (210)792-4788. 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.

11/03/2026

Investing trends can change over time. After a period of strong AI-driven market leadership, some sectors have cooled while others have gained momentum. Market rotation is a normal part of investing and can create both opportunities and challenges for investors.

A diversified approach that aligns with your goals, risk tolerance, and time horizon can help you stay focused through changing market conditions. If you'd like to discuss how recent market shifts could affect your portfolio, I'd be happy to help.

10/31/2026

Happy Halloween 🎃

10/27/2026

🍂 November Financial Checkup: 5 Things to Review Before the Year Ends

As we head into November, the holidays aren't the only thing worth preparing for. It's also a great time to give your finances a quick checkup before the year comes to a close.

Here are five things worth reviewing:

✅ 1. Retirement savings: Are you contributing consistently to your 401(k), 403(b), 457, or IRA? Check your contributions and applicable deadlines.

✅ 2. Beneficiaries: Have you reviewed who is listed on your retirement accounts and life insurance policies? Major life changes can make this especially important.

✅ 3. Insurance coverage: Does your current coverage still align with your family's needs and financial responsibilities?

✅ 4. Holiday spending: Set a realistic budget before the shopping begins. Enjoying the holidays shouldn't mean starting the new year with unnecessary debt.

✅ 5. Your 2027 goals: Whether it's building an emergency fund, paying down debt, saving for retirement, or preparing for a major life change, give your money a purpose.

Remember: Financial planning isn't just about where your money is today. It's about making intentional decisions that support where you want to go tomorrow.

You don't have to fix everything at once. Start with one thing you can improve this month.

What's one financial goal you'd like to accomplish before the end of the year?

10/22/2026

Not all retirement income is taxed the same way. Here’s a look at five common types of retirement income and how they may be treated for federal income tax purposes.

Thankfully, not all the money you receive in retirement is subject to federal income tax.

10/13/2026

Rotary San Antonio South presents Pints for Polio. Proceeds from your purchase of the Eradicator drink benefit the cause to eradicate polio. Local Support, International Impact.

Location: Tandem San Antonio
When: 6-8PM
Live Music and good company.

10/12/2026

I talk to families about life insurance every week as it's the foundation to a solid financial plan, and the most common thing I hear is “I have it, but I honestly don’t know what I have.” 😅

Most people get a policy once and never look at it again. If that’s you, you’re definitely not alone! Anyone else in that boat?

10/02/2026

If you’re caring for a loved one with a disability, an ABLE account can help them build financial independence—without jeopardizing important federal benefits. Want to know more? Review this information and reach out to me today.
https://nyl.co/4hFKWoa

10/02/2026

A small milestone, but one I’m genuinely grateful for.

I’m thankful to have completed my Certified Professional designation through The American College of Financial Services.
The diploma represents more than just another credential. It represents the exams, the late nights, the continued learning, and the willingness to keep growing, even when it isn’t easy.

I’m especially grateful for the people who have guided me along the way: the mentors who have challenged me, the colleagues who have encouraged me, and the family and friends who have supported me throughout the journey.

I’ve always believed that we never stop learning. The more I learn, the better equipped I am to listen, educate, and serve my clients.
Grateful for the opportunity. Grateful for the people who have helped me get here. And excited to keep learning and growing.

Address

8000 I-10, Suite 800
San Antonio, TX
78230

Opening Hours

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

Website

http://catalystifs.com/

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