Ryan Ballesteros Financial Adviser at Hooz Wealth Strategies LLC

Ryan Ballesteros Financial Adviser at Hooz Wealth Strategies LLC Financial Advisor offering investment advisory services through Eagle Strategies LLC. Eagle Strategies LLC is a New York Life Company.

I began my journey with New York Life in 2016 after discovering a calling to help individuals and families build, protect, and preserve their wealth through thoughtful financial strategies. In 2021, I stepped into a leadership role as Partner of the Silicon Valley General Office, where I recruited, coached, and developed financial professionals to serve their communities with excellence. Alongside

my advisory work, I co-founded Canid Roots, a subscription-based raw dog food company, which deepened my passion for entrepreneurship and building purpose-driven businesses. Today, as Co-Founder and Financial Adviser of Hooz Wealth Strategies, I continue to serve families, business owners, and retirees by helping them steward their wealth with clarity, purpose, and legacy in mind. Whether you are planning for retirement, growing your business, protecting your family, or building a lasting legacy, I’m here as a trusted resource. We 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 Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. 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. Neither Hooz Wealth Strategies & Insurance Solutions, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Hooz Wealth Strategies & Insurance Solutions, LLC is not owned or operated by New York Life Insurance Company or its affiliates.

25 Metro Dr. #300 San Jose, CA 95110
408-452-6000

My California Insurance license number is 0K76334

Registered Branch Address:
1601 S De Anza Blvd
Suite 225
Cupertino, CA 95014
408-447-8500

In a complimentary session, you’ll get personalized insights into your financial story—plus practical next steps to stre...
06/04/2026

In a complimentary session, you’ll get personalized insights into your financial story—plus practical next steps to strengthen it. Using proprietary tools and resources from New York Life, we’ll uncover opportunities, highlight strengths, and prepare for life’s uncertainties together. Reach out today. Your future is waiting.

Make financial planning a source of strength in your relationship with financial and investment planning for couples. Ta...
05/07/2026

Make financial planning a source of strength in your relationship with financial and investment planning for couples. Take a look at this article for guidance on planning as a couple for the future.
https://bit.ly/4w6TgDI

It’s back-to-school season! Time to gear up, get organized, and set the tone for a successful year ahead. Whether it's s...
08/13/2025

It’s back-to-school season! Time to gear up, get organized, and set the tone for a successful year ahead. Whether it's saving for college, preparing for retirement, or ensuring your family's financial security, I'm here to help every step of the way. Reach out, and let's work together to make sure you're prepared for whatever the future holds.

For families who have experienced the death of a loved one, grief can often be hard to talk about. If you're struggling ...
07/23/2025

For families who have experienced the death of a loved one, grief can often be hard to talk about. If you're struggling yourself or unsure how to talk to your child about grief, New York Life's Kai's Journey book series may be able to help you both find common ground to cope.

Share in stories about a boy and his mom experiencing profound loss to guide your family through understanding, communicating, and processing grief.

Are investment trends moving beyond simply accumulating wealth? Today it seems many investors are focused on clarity, pu...
06/03/2025

Are investment trends moving beyond simply accumulating wealth? Today it seems many investors are focused on clarity, purpose and building a strategy that works in real life—not just on paper.

In a world where change is constant, the way we manage money is changing too.

07/29/2024

It may only be summer, but election risk is on the rise. The Global Market Strategy team at New York Life Investments lays out a framework for thinking about election risk in the second half.

Remember the brave men and women who made the ultimate sacrifice in service to our country and pay tribute to the fallen...
05/26/2023

Remember the brave men and women who made the ultimate sacrifice in service to our country and pay tribute to the fallen heroes who selflessly defended our freedom and values.

On Memorial Day, we honor those who died while serving in the military. Here we look back at how New York Life has supported our country’s heroes throughout our long history.

Is paying off your student loans getting in the way of other important financial goals? Check out this video and let me ...
05/22/2023

Is paying off your student loans getting in the way of other important financial goals? Check out this video and let me know if you’d like to hear about some smart, flexible ways to take control of your financial future. https://bcove.video/32oonh3

When you become a financial professional with New York Life, you’ll start a career with a proven recession-proof financi...
05/01/2023

When you become a financial professional with New York Life, you’ll start a career with a proven recession-proof financial institution with endless possibilities. Reach out to me to find out more.

If you don't love your job, maybe it's time to walk away? This , follow your heart and find a career that's meant for y...
02/14/2023

If you don't love your job, maybe it's time to walk away? This , follow your heart and find a career that's meant for you. Reach out and let's discuss why New York Life might be just what you're looking for.

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San Jose, CA
95110

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 1pm
Sunday 9am - 5pm

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