New York Life

New York Life Financial Services Professional offering securities products and services through NYLIFE Securities Phone number: 951-354-1400.

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. In addition to a Financial Adviser offering investment advisory services thro

ugh Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Branch address: 4204 Riverwalk Parkway, Ste. 200, Riverside, CA 92505. 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. 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. I am not licensed in all jurisdictions. My California Insurance license number is 0735934.

09/01/2026

September is National Life Insurance Month — a reminder that real love isn’t only spoken, it’s shown. Because, as this video shows, life insurance is one of the most meaningful ways to ensure your family is cared for — today, tomorrow, and for generations to come. Let’s talk about how you can protect the ones you love.

08/25/2026

While whole life insurance is best known for offering lifetime protection and cash value growth,
New York Life has paid dividends to participating eligible policy owners since 1854. What’s more, our 2026 dividend will be the largest ever declared by our company.

Reach out to me today, and let’s talk about the power of dividends.

New York Life announces that the company will pay an estimated $2.78 billion in dividends to eligible participating policy owners in 2026 — the largest dividend payout in New York Life’s 180-year history and its 172nd consecutive annual dividend.

I am honored to have qualified for New York Life's President's Council for 2026. Looking forward to seeing my peers from...
08/22/2026

I am honored to have qualified for New York Life's President's Council for 2026. Looking forward to seeing my peers from around the country at our business meeting this fall.

Searching for an affordable home in 2026? Here's what it costs to live in these ten 'affordable' states.
08/10/2026

Searching for an affordable home in 2026? Here's what it costs to live in these ten 'affordable' states.

Many Gen Xers worry they haven't saved enough, but experts say there is still time to strengthen retirement finances.
08/04/2026

Many Gen Xers worry they haven't saved enough, but experts say there is still time to strengthen retirement finances.

Many Gen Xers worry they're behind on retirement savings. Learn why and discover practical ways to strengthen your financial future.

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdr...
07/28/2026

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdraw at ages 73, 75, 80 and 85.

Who better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they kn...
07/21/2026

Who better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they knew before entering their golden years.

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.
07/14/2026

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.

The article highlights how different withdrawal strategies may affect taxes during retirement.
07/07/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

June is Annuity Awareness Month, a great time to rethink your retirement income strategy.Retirement today can be active,...
06/30/2026

June is Annuity Awareness Month, a great time to rethink your retirement income strategy.

Retirement today can be active, fulfilling and longer than ever. A 65-year-old today could live 20 to 30 more years. That makes having a smart income strategy essential.

Retirement income solutions may help address goals such as:

• Cover essential expenses more predictably
• Worry less about outliving your savings
• Stay resilient through market shifts

Your retirement is unique. Your income strategy should be, too. Let's connect and build an income plan that fits your goals.

Address

1881 Commercenter East, Ste. 212
San Bernardino, CA
92408

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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