Birk Farnum, Financial Advisor with Eagle Strategies LLC

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

Kids grow up fast—and so do education costs. On , take a moment to think about your family's future. Whether you're a p...
09/01/2026

Kids grow up fast—and so do education costs. On , take a moment to think about your family's future. Whether you're a parent or grandparent, a 529 plan is one of the best ways to invest in education with flexibility and tax advantages. Reach out to me, and let’s make a plan that helps their dreams become reality. https://nyl.co/4gQx0r8

Numbers alone don’t tell your full financial story. That’s why I use insightful, proprietary tools—backed by 180 years o...
08/04/2026

Numbers alone don’t tell your full financial story. That’s why I use insightful, proprietary tools—backed by 180 years of New York Life’s knowledge and resources—to help you see what the numbers really mean for your life today and tomorrow. Let’s bring clarity to your finances and build the story you want for your future. Reach out today to get started.

It’s an incredible honor to once again be recognized by Forbes | Shook as a Best-in-State Financial Security Professiona...
07/28/2026

It’s an incredible honor to once again be recognized by Forbes | Shook as a Best-in-State Financial Security Professional. Being a two-time recipient of this prestigious acknowledgment fills me with gratitude and pride. I remain deeply thankful to my clients and colleagues, whose trust and collaboration make this achievement possible.

Learn more about the list and the ranking methodology here https://bit.ly/4x8dfSg

Summer is the perfect time to teach kids about budgeting and saving. Start small—big lessons grow from simple conversati...
07/07/2026

Summer is the perfect time to teach kids about budgeting and saving. Start small—big lessons grow from simple conversations. If you need any guidance of your own, don't be afraid to raise your hand. I'm here to help.

Half the year is gone—how’s your financial strategy holding up? Now’s the perfect time to review your goals, adjust your...
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.

To all the working parents juggling careers and family—your dedication is inspiring. If you're looking for ways to build...
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.

Associate of the Year 2025 🏆Grateful, honored, humbled, and blessed. Serving such an exceptional client family is the gr...
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.

Asset allocation is the balance between growth and stability in your portfolio. It is how your money is divided among st...
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

Make financial planning a source of strength in your relationship with financial and investment planning for couples. Ta...
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

Address

4365 Executive Drive
San Diego, CA
92121

Telephone

+16262152682

Website

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