Yachen Sun, CFP, CLU, Registered Representative with NYLife Securities LLC

Yachen Sun, CFP, CLU, Registered Representative with NYLife Securities LLC I am a 2nd Generation Registered Representative offering securities products and services. 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 Comp

any 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.

140 Via Verde Suite 200 San Dimas CA 91773
909-305-6500

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. My California Insurance license number is 0I92888. 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. Registered branch address:
362 Transport
Tustin, CA 92782

Have you started your holiday shopping yet? Whether you're an early bird or last-minute shopper, giving the gift of life...
11/09/2022

Have you started your holiday shopping yet? Whether you're an early bird or last-minute shopper, giving the gift of life insurance is a great way to show your children or grandchildren just how much they mean to you.

Life insurance can be a great gift to show your children and grandchildren just how much they mean to you. Learn more about gifting life insurance to grandkids.

04/13/2020

The newly enacted CARES Act raises questions on how the stimulus plan will provide benefits to individuals and business owners. Join us as we host CPA Robert Keebler CPA/PFS, MST, AEP®, for a timely and informative webinar that will discuss income tax benefits and considerations, and help answer some of the questions you may have with your planning during this time.
Click here to register for this webinar and please note attendance is limited.
Http://thenautilusgroup.com/nautilusnavigator/keebler-cares-webinar-series.pdf

Tonight, New York Life is celebrating 175 years of helping people put love into action with a 60-second film during the ...
02/02/2020

Tonight, New York Life is celebrating 175 years of helping people put love into action with a 60-second film during the Big Game. Be sure to tune in!

Planning for tomorrow pays dividends today—that’s especially true for New York Life clients who purchased whole life pol...
12/06/2019

Planning for tomorrow pays dividends today—that’s especially true for New York Life clients who purchased whole life policies just a few years back. Contact me to secure a better future with a participating policy today.

Learn about New York Life, America's largest mutual life insurance company. For all of life's milestones, we're here for you, your family, and your business.

 is proud to join the 's Thanksgiving Day Parade for the first time this year! Tune in to watch our debut Thurs 11/28 at...
11/27/2019

is proud to join the 's Thanksgiving Day Parade for the first time this year! Tune in to watch our debut Thurs 11/28 at 9AM local time on NBC.

Wanting to protect your child comes naturally. From childproofing your home to starting a college savings plan, what ste...
11/12/2019

Wanting to protect your child comes naturally. From childproofing your home to starting a college savings plan, what steps have you taken to protect your child physically and financially? Let me know in the comments below.

What are some unexpected financial challenges you are facing as a new parent? Let me know in the comments below.
11/01/2019

What are some unexpected financial challenges you are facing as a new parent? Let me know in the comments below.

New baby? Crib, check. Onesies, check. Diapers, check. Sleep deprivation, check. Financial protection? Let me know what ...
10/20/2019

New baby? Crib, check. Onesies, check. Diapers, check. Sleep deprivation, check. Financial protection? Let me know what steps you have taken to protect your family's financial future in the comments below.

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San Dimas, CA
91773

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