Jorge L Garcia, Financial Services Professional with Nylife Securities LLC

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United States
San Diego, CA
Jorge L Garcia, Financial Services Professional with Nylife Securities LLC

Registered Representative 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 Company 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 and a New York Life Company. New York Life Insurance Company
4365 Executive Dr. Suite 800
San Diego CA 92121
858-623-8796 Office
619-454-2182 Mobile

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. My California Insurance license number is 4032407

11/03/2026

More families are recognizing the value of having a written financial strategy. A clear plan can help align goals, priorities, and income needs while providing direction through life's changes and market uncertainty.

If you'd like to review your current strategy or discuss creating one, let’s schedule some time to talk.

10/27/2026

Preparing to never retire can be a dangerous retirement plan. Here are four potentially better retirement strategies.

Planning to never retire is a dangerous retirement plan. Even if you don’t want to retire, you may not be able to continue working through no choice of your own.

10/20/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

10/13/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

10/06/2026

People are living longer and as a result, retirement lasts longer. That means retirement planning is about creating an income strategy designed to support a longer time horizon.

If you'd like to revisit your retirement plans and discuss how a longer retirement may affect your goals, let's connect.

09/29/2026

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strategy to support essential income needs may help provide greater flexibility when markets become unpredictable.

If you have concerns about market shifts, let’s schedule time to review how your current approach is positioned for changing market conditions.

09/26/2026

Wow! What a great meeting I attended recently for the national gathering of qualifying Executive Council members. We listened to some outstanding speakers and panel discussions on topics and concepts to share with our clients.

09/22/2026

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for income. Understanding these dynamics may help support more informed decisions over time.

If you'd like to discuss how taxes could affect your retirement income strategy, let’s schedule some time to talk.

09/21/2026

Life insurance is key for small business owners.

07/28/2026

There are no mulligans in golf or retirement. Our goal is to make annuities easy for you and your clients. Talk to me about solutions that can help you get it right on the first swing.

Address

4365 Executive Drive Suite 800
San Diego, CA
92121

Website

http://www.newyorklife.com/agent/jlgarcia03

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