Greer Westerink, Financial Services Professional with Nylife Securities LLC

Greer Westerink, Financial Services Professional with Nylife Securities LLC Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

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. East Bay General Office
2633 Camino Ramon, Suite 525
San Ramon, CA 94583
(925) 866-4500

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. 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 CA Insurance license number is #: LICOM7 1563

Grateful.This milestone birthday exceeded every expectation.Thank you to everyone who celebrated, baked, volunteered to ...
06/02/2026

Grateful.

This milestone birthday exceeded every expectation.

Thank you to everyone who celebrated, baked, volunteered to help, traveled, called, texted, and sent birthday wishes. Your kindness, friendship, and presence made this celebration truly unforgettable.

The greatest gift wasn't the cake—it was the reminder of how fortunate I am to be surrounded by such an incredible community.

An inspiring evening at MarinHealth Foundation’s Black Tie Gala, *In Bloom*. 🌸This year’s event supported Surgical Servi...
05/18/2026

An inspiring evening at MarinHealth Foundation’s Black Tie Gala, *In Bloom*. 🌸

This year’s event supported Surgical Services at MarinHealth and the continued advancement of innovative care, technology, and patient outcomes in our community.

The evening was beautiful in every sense — from the mission behind the event to the extraordinary floral installations that transformed the space.

And yes… I was lucky enough to bring some of the blooms home with me afterward, which somehow made the magic of the evening last a little longer.

Knowing the difference between active and passive investing can help you choose a strategy that works best for your port...
05/14/2026

Knowing the difference between active and passive investing can help you choose a strategy that works best for your portfolio. https://bit.ly/4tLhMrS

The Importance of Buy-Sell AgreementsA buy-sell agreement is a powerful planning tool that can ensure a smooth transitio...
05/07/2026

The Importance of Buy-Sell Agreements
A buy-sell agreement is a powerful planning tool that can ensure a smooth transition of your business and help secure your family's finances after you're no longer around. A buy-sell also can outline the terms of succession among the remaining business partners, so that everything is settled in advance. Learn more in this article from Rimon, PC estate planning attorney Patricia Annino and then let’s make sure you are set up to protect both your business and your family’s future.
https://bit.ly/4cZ9He0

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, ...
05/04/2026

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, straining affordability for middle class families who struggle to pick up the tab, AARP said in a March 12 report.

Home care, assisted living costs for older adults have surged over the past five years, straining affordability for middle class families, AARP said.

For many business owners, the company is the estate plan. But will there be enough liquidity to: —Cover estate costs?—Ke...
04/30/2026

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

Even Americans who are covered by health insurance can emerge from medical emergencies with long-lasting financial scars...
04/09/2026

Even Americans who are covered by health insurance can emerge from medical emergencies with long-lasting financial scars, sometimes leading to bankruptcy.

Being hospitalized for an injury, such as a car accident, increases your risk of carrying medical debt and needing to file for bankruptcy, a new study finds.

Here is how to help keep your Social Security number private in an age of aggressive cybercriminals.
04/07/2026

Here is how to help keep your Social Security number private in an age of aggressive cybercriminals.

Here is how to keep your Social Security number private in an age of aggressive cybercriminals.

If your future retirement strategy relies on selling off investments for income, a market downturn at the wrong time can...
04/02/2026

If your future retirement strategy relies on selling off investments for income, a market downturn at the wrong time can be a big problem—unless you’ve planned ahead to build flexibility into your plan. Want to talk about how we do it? Get in touch.https://bit.ly/41K4MXG

I'm excited to share the New York Life Golden Futures Awards and Scholarships are now open - helping young dreamers turn...
02/10/2026

I'm excited to share the New York Life Golden Futures Awards and Scholarships are now open - helping young dreamers turn passion into possibility. Kids ages 5-16 can apply for $1,000 awards, and high school juniors and seniors can complete financial education modules for a chance to win up to $20,000 scholarships. Contact me to apply!

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San Fransisco, CA

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