Adrian Velasco, Agent with New York Life

Adrian Velasco, Agent with New York Life Please contact me to help you fully analyze your needs and recommend appropriate solutions. 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. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals befor

e 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 #4042670
140 Via Verde Suite 200
San Dimas Ca, 91773

Happy New Year to you and your loved ones! Let's toast to yesterday's achievements and tomorrow's bright future.
12/31/2022

Happy New Year to you and your loved ones! Let's toast to yesterday's achievements and tomorrow's bright future.

The best present one can hope for this year is to spend time together. From my family to yours, Merry Christmas.
12/24/2022

The best present one can hope for this year is to spend time together. From my family to yours, Merry Christmas.

Happy Thanksgiving! Today, give thanks for your loved ones, the time you spend together, and the lifetime of memories yo...
11/24/2022

Happy Thanksgiving! Today, give thanks for your loved ones, the time you spend together, and the lifetime of memories you share.

On  , we honor and give thanks to those who bravely serve our country and protect us every day.
11/11/2022

On , we honor and give thanks to those who bravely serve our country and protect us every day.

You canʼt predict your familyʼs future, but with a little guidance, you can be financially prepared for it. Letʼs talk a...
09/30/2022

You canʼt predict your familyʼs future, but with a little guidance, you can be financially prepared for it. Letʼs talk about what that looks like for your family.

Here are the important dates you need to remember to ensure you receive student loan forgiveness relief.
09/29/2022

Here are the important dates you need to remember to ensure you receive student loan forgiveness relief.

Student loan borrowers will need to take action to qualify for debt forgiveness. Here's what they'll need to do, and when to do it.

Retiring in your 50s sounds great in theory, but it can come with a few obstacles. Here are six reasons why you might wa...
09/28/2022

Retiring in your 50s sounds great in theory, but it can come with a few obstacles. Here are six reasons why you might want to rethink early retirement.

People who have tried it advise others to think about how they will fill their days and not empty their savings

Even though Gen Z is the most debt-adverse generation, they scored the lowest in a recent financial literacy study by TI...
09/27/2022

Even though Gen Z is the most debt-adverse generation, they scored the lowest in a recent financial literacy study by TIAA Institute. This article explores the financial challenges facing Gen Z and how they can make financial literacy their sweet spot.

Being debt-averse is not enough. Gen Z needs to understand the big picture of personal finance and investing if they want to thrive.

Happy  ! Here's to all the hard workers who deserve a day of acknowledgement and gratitude for all they do.
09/05/2022

Happy ! Here's to all the hard workers who deserve a day of acknowledgement and gratitude for all they do.

Fireworks, BBQs, family outings—celebrating Independence Day means spending time with those you love. From my family to ...
07/04/2022

Fireworks, BBQs, family outings—celebrating Independence Day means spending time with those you love. From my family to yours, happy .

This article shares tips on ways to get around the rising cost of gas prices so that you get the best deals on your summ...
06/03/2022

This article shares tips on ways to get around the rising cost of gas prices so that you get the best deals on your summer travel.

Summer travel is looking pricey this year due to oil prices that continue to hover around $100 per barrel. So what does that mean for your vacation?

This article shows you how to factor inflation into retirement investing so that you can enjoy life now and later withou...
06/02/2022

This article shows you how to factor inflation into retirement investing so that you can enjoy life now and later without skipping a beat.

For Gen Xers, inflation can impact their retirement strategy

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140 Via Verde
San Dimas, CA

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