New York Life

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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 through 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.

No matter how much you think you've covered all your bases preparing for retirement, something unexpected can always com...
10/27/2026

No matter how much you think you've covered all your bases preparing for retirement, something unexpected can always come up. Check out these 5 retirement blind spots to avoid and reach out if you want even more help.

When financially transitioning into retirement, consider these common income planning mistakes and how to avoid them.

Growing your wealth is important. But protecting it from life’s unexpected turns is just as critical. Whether you're lau...
10/20/2026

Growing your wealth is important. But protecting it from life’s unexpected turns is just as critical. Whether you're launching your career, building a legacy, or preparing for retirement, each stage of life brings financial risks alongside opportunities A strong financial strategy accounts for both.
• Protect your income early on
• Shield what you’ve built as wealth grows
• Preserve your assets in retirement
Your plan shouldn’t just be built to grow. It should be built to last. Watch our video to see how a protection-first mindset can help you grow with confidence.
https://bcove.video/4l8VewQ

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other ta...
10/13/2026

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules may come into play.

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules could come into play.

I recently attended our Inland Empire 4th quarter kickoff business meeting, hosted by our Managing Partner, Citlali Roja...
10/07/2026

I recently attended our Inland Empire 4th quarter kickoff business meeting, hosted by our Managing Partner, Citlali Rojas. Our guest speaker was Nazih Yehya, one of our company's top 75 producers, who spoke about his career journey. Excellent meeting! Very insightful.

Whether you’re saving for college, buying a home, or planning for retirement, big financial decisions often come with bi...
10/06/2026

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.

I recently had the honor of attending a Top Annuity Producer dinner with Steve Hong, our fantastic Investment Consultant...
10/03/2026

I recently had the honor of attending a Top Annuity Producer dinner with Steve Hong, our fantastic Investment Consultant. It was a great opportunity to share business ideas and fellowship.

When it comes to something important, you always want to work with the best. And according to Money, that’s exactly what...
09/29/2026

When it comes to something important, you always want to work with the best. And according to Money, that’s exactly what New York Life Insurance Company is. With our financial strength, comprehensive coverage, and customizable benefits. Let’s talk about it together.

Click here for more details on the methodology for this award:
www.newyorklife.com/newsroom/featured-awards/our-awards-and-recognition?suggested_content_id=2961028&social_network=facebook&marketerNumber=0777500

Life insurance doesn't have to be expensive. At today’s rates, you may be able to get $1 million in quality term coverag...
09/22/2026

Life insurance doesn't have to be expensive. At today’s rates, you may be able to get $1 million in quality term coverage for less than the cost of a premium streaming service. Reach out to me today to learn more.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a ...
09/15/2026

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone.

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone. Also, that small policy from work? It's like a snack, not a whole dinner.

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, re...
09/08/2026

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, reach out to me today.

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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