Raquel Monsale, Financial Services Professional with Nylife Securities LLC

Raquel Monsale, Financial Services Professional with Nylife Securities LLC � About Me:
Welcome to my profile! Please contact me to help you fully analyze your needs and recommend appropriate solutions.

Financial Services Professional offering securities products and services through NYLIFE Securities LLC | Wife | Mom | Grandma | Corgi Mom | Lifelong Learner | Community Leader | Dancing Enthusiast I am Raquel Monsale, RICP®, CLTC®, FSCP® a dedicated Agent with New York Life Insurance Company since 2011.

� Education:
I'm a proud graduate of De La Salle University, Manila, class of 1990.

� Comm

unity Engagement:
Beyond my professional life, I am an active member of Couples for Christ.

� Family Life:
At home, I'm blessed to share my life with my wonderful husband, Errol, our three amazing children, and a charming corgi. We recently welcome our new bundle of joy, my grandson, Jacob.

� Professional Offering:
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. I am an Agent licensed to sell insurance through New York Life Insurance Company 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. 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.

� Get in Touch:
Feel free to reach out to me so we can fully analyze your needs and strategize the most appropriate solutions tailored just for you. Your financial well-being is my priority!

25 Metro Dr. Suite 300, San Jose, CA 95110
(408)452-6175

CA License # 0H60637

Fast-rising gas prices lifted the Federal Reserve’s preferred inflation gauge to 3.5% in March, its highest rate in almo...
06/02/2026

Fast-rising gas prices lifted the Federal Reserve’s preferred inflation gauge to 3.5% in March, its highest rate in almost three years, new data showed Thursday.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
06/01/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a par...
05/30/2026

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a part of the story.

Review cash flow, withdrawals, debt and taxes before you retire. This guide shows how to strengthen your plan and avoid gaps that can strain your savings.

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, re...
05/27/2026

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, reach out to me today.

How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergenc...
05/21/2026

How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergency fund. Here's how to set it up quickly.

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building weal...
05/19/2026

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.

Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.

A Kiplinger editor shares some retirement wishes for her father.
05/16/2026

A Kiplinger editor shares some retirement wishes for her father.

Whether you’re an employer looking to enhance your benefits without incurring direct costs, or an individual looking to ...
05/13/2026

Whether you’re an employer looking to enhance your benefits without incurring direct costs, or an individual looking to protect and support your long-term financial security, permanent life insurance options from New York Life can help. Get in touch to learn how today.

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San Jose, CA
95110

Opening Hours

Monday 9:30am - 5pm
Tuesday 9:30am - 4pm
Wednesday 9:30am - 5pm
Thursday 9:30am - 5pm
Friday 9:30am - 3pm

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