Luis A Castillo, Financial Advisor with Eagle Strategies LLC

Luis A Castillo, Financial Advisor with Eagle Strategies LLC Financial Advisor offering investment advisory services through Eagle Strategies LLC Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

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. 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. CA ins lic . Covina Valley General Office, 140 Via Verde, Suite 200, San Dimas, CA 91773
Mobile (510)9657210

Worried about your retirement? Not sure if you’ll be financially prepared when it’s time to clock out of work for good? ...
09/26/2022

Worried about your retirement? Not sure if you’ll be financially prepared when it’s time to clock out of work for good? Join us for an insightful talk on how a tax diversification strategy can help minimize the effect of taxes in retirement. Space for this informative sales presentation is limited, so register and reserve your spot to hear from our New York Life Corporate Vice President Greg Holmgren CLU®, ChFC® now!

Registration Link: https://hearsay.social/3LNXRnx

Recently, the U.S. stock market suffered its worse one-day decline since June 2020, crushing investors' hopes of an earl...
09/26/2022

Recently, the U.S. stock market suffered its worse one-day decline since June 2020, crushing investors' hopes of an early end to the Federal Reserve’s campaign of interest rate hikes. Here’s why inflation data tanked the market.

Investors dumped stocks on Tuesday as they feared stubborn inflation would mean higher interest rates, lower asset prices, and a painful recession.

From new babies to new houses, from graduations to retirements – Iʼm here to help you navigate it all. If you have big p...
09/06/2022

From new babies to new houses, from graduations to retirements – Iʼm here to help you navigate it all. If you have big plans for your future, letʼs talk.

Does inflation have you worried about your retirement? If so, you probably have some questions. Fortunately, I've got an...
08/29/2022

Does inflation have you worried about your retirement? If so, you probably have some questions. Fortunately, I've got answers. Read this article and then let's go over your next steps together.

New York Life examines how the cost of groceries, gasoline and other goods and services rise as a result of inflation, consumers across generational groups are responding to the pressure of reduced purchasing power by making changes to their day-to-day spending habits and adjusting their budgets.

As we continue to struggle with social issues in our nation, it’s vital to address the impact they have on our communiti...
08/22/2022

As we continue to struggle with social issues in our nation, it’s vital to address the impact they have on our communities. Today, I'm happy to announce the addition of social justice as a key area of the . Learn what they’re doing to help.

The New York Life Foundation, the charitable arm of America’s largest mutual life insurer1, today announced the addition of social justice as a third focus area.

Whether you're preparing for a hurricane or just preparing for a rainy day, it's always smart to have an emergency fund....
08/08/2022

Whether you're preparing for a hurricane or just preparing for a rainy day, it's always smart to have an emergency fund. Learn some simple steps you can take to start building one today.

Setting aside funds for the unexpected is key to being able to address emergencies while you continue to work towards your financial goals.

Between stagnate wages and high debt, middle class households are dealing with a unique set of economic challenges in 20...
08/04/2022

Between stagnate wages and high debt, middle class households are dealing with a unique set of economic challenges in 2022, and their pandemic-era financial cushion may be coming to an end. Here’s how that happened.

Circumstances in the post-pandemic era combined with the spending patterns of middle-income Americans has led to a perfect storm.

This guide will help you understand the basic rules for the federal capital gains tax, such as when they’re taxed, how t...
08/03/2022

This guide will help you understand the basic rules for the federal capital gains tax, such as when they’re taxed, how to calculate them, and what tax rates apply.

Learn the ins and outs of the capital gains tax, which you may owe if you sell stocks, your home, cryptocurrency, a stamp collection, and much more.

06/24/2022

Your employees see the value in a strong, meaningful benefits package. With our voluntary Employee’s Whole Life Insurance, your employees can purchase permanent life insurance protection. Read more below:

Thinking about purchasing a life insurance policy through your employer? Learn how employee’s whole life from New York Life can protect you and your family.

While inflation has yet to peak in some parts of the world, these three indicators may signal we’re not far from a turni...
06/23/2022

While inflation has yet to peak in some parts of the world, these three indicators may signal we’re not far from a turning point.

The price of semiconductor chips, shipping, and fertilizer is receding back down to normal levels—indicating that inflation might be past its peak

Sarah and Jay’s children were the most important people in their lives, so they purchased life insurance to prepare for ...
06/15/2022

Sarah and Jay’s children were the most important people in their lives, so they purchased life insurance to prepare for the unexpected. When Jay succumbed to a heart condition, it provided a financial lifeline for those he left behind. Smart insurance preparation ensured that emotional struggles weren’t compounded by financial hardship. Watch their full story here https://hearsay.social/3b1XHKR

Now that U.S. stocks have broken a historic string of weekly losses, learn how marketing analysts are looking to technic...
06/14/2022

Now that U.S. stocks have broken a historic string of weekly losses, learn how marketing analysts are looking to technical indicators to determine what lies ahead.

Don't expect the S&P 500 to move much higher than 4,250 in the near-term

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San Dimas, CA
91773

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