Birk Farnum, Financial Advisor with Eagle Strategies LLC

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San Diego, CA
Birk Farnum, Financial Advisor with Eagle Strategies LLC

Financial Advisor offering investment advisory
services through Eagle Strategies LLC These testimonials are no guarantee of future performance or success.

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.
4365 Executive Dr., Suite 800
San Diego, CA 92121
(626) 215-2682
Any testimonial on this site is based on an individual’s experience and may not be representative of the
experience of other customers. 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 0L71884

06/02/2026

Half the year is gone—how’s your financial strategy holding up? Now’s the perfect time to review your goals, adjust your strategy, and stay on track. Let’s check in and plan ahead.

05/05/2026

To all the working parents juggling careers and family—your dedication is inspiring. If you're looking for ways to build financial security for your loved ones while managing today’s demands, let’s connect and create a strategy that works for you.

04/07/2026

Associate of the Year 2025 🏆
Grateful, honored, humbled, and blessed. Serving such an exceptional client family is the greatest privilege, and I owe this recognition to you. Almost 9 years in, and this career continues to exceed my wildest dreams. Forever grateful.

03/03/2026

Asset allocation is the balance between growth and stability in your portfolio. It is how your money is divided among stocks, bonds, and cash, and it plays a bigger role in long-term results than most people realize.

Your mix should reflect who you are as an investor. Someone saving for retirement may need a different balance than someone focused on income or stability. And, as your financial life changes, your allocation should evolve too.

The goal is not to predict markets, but to stay invested with confidence through them. The right balance helps you do just that.

How balanced is your portfolio today?
https://bit.ly/3PdihMp

02/03/2026

Make financial planning a source of strength in your relationship with financial and investment planning for couples. Take a look at this article for guidance on planning as a couple for the future.
https://bit.ly/4keOL4k

01/06/2026

January is , the perfect time to take action to improve your financial future. Let's meet to review your goals and find ways to help you achieve them. It's a first step that's totally free.

12/31/2025

Wishing you a very happy New Year! Excited for 2026!

12/24/2025

Merry Christmas! May this season be full of light and laughter for you and your family.

12/02/2025

With a new year comes new goals. While big moments like having a baby or buying a new home are financial milestones that deserve attention, it's important not to neglect day-to-day things like saving for retirement or paying off debt. Whether your goals are big or small, short-term or long, having a professional guide you in your decision-making process can be the best gift you give yourself this year. Reach out and let's set up time to meet.

Address

4365 Executive Drive
San Diego, CA
92121

Telephone

+16262152682

Website

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

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