Eric A Gibboney-RICP-Financial Services Professional, Nylife Securities LLC

Eric A Gibboney-RICP-Financial Services Professional, Nylife Securities LLC Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor. 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. In addition to a Financial Advisor offering investment advisory services thro

ugh Eagle Strategies LLC, a Registered Investment Advisor, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency.

149 Stony Circle, Suite 200
Santa Rosa, CA 95401
Office 707-569-7113
[email protected]

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 # 0I32593. 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.

Did you know that you're able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan ...
09/09/2026

Did you know that you're able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan for your child’s education.
https://bit.ly/4ifTP9X

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some act...
09/08/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

Building resilience and making informed long-term decisions throughout every stage of your business' lifecycle can play ...
09/05/2026

Building resilience and making informed long-term decisions throughout every stage of your business' lifecycle can play an important role in long-term success.

Building resilience and making smart, long-term decisions throughout every stage of your business' lifecycle is what success is all about.

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down ...
09/04/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are ...
09/03/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provide...
09/02/2026

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likeliho...
09/01/2026

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likelihood, duration, and level of an extended care need can vary, and what those differences may mean for individuals and their families.
https://bit.ly/4co0c7k

Many consumers rely on credit cards to pay for everyday expenses, such as groceries, but some can't make the minimum pay...
08/31/2026

Many consumers rely on credit cards to pay for everyday expenses, such as groceries, but some can't make the minimum payment, according to a new report.

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current...
08/27/2026

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current cost considerations and how extended care needs may affect household finances and retirement plans.
https://bit.ly/4xzG2Q4

Two studies have raised new questions about the size and impact of the coming great wealth transfer.
08/26/2026

Two studies have raised new questions about the size and impact of the coming great wealth transfer.

Address

149 Stony Circle, Ste 200
Santa Rosa, CA
95401

Telephone

+17074869891

Website

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