Joleen Beaston, Financial Services Professional with NYLife Securities, LLC

Joleen Beaston, 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
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.

149 Stony Circle, Suite 200
Santa Rosa, CA 95401
(707) 953-9088

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. My California Insurance license number is .

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

The apartment. The routine. The financial commitments you've taken on as your career moves forward.An unexpected sicknes...
09/07/2026

The apartment. The routine. The financial commitments you've taken on as your career moves forward.
An unexpected sickness or injury could affect your ability to work—and your income.
The right protection can help you maintain the lifestyle you've worked hard to build and help address income replacement needs when the unexpected happens.
Let's connect and talk about protecting what matters most.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
09/07/2026

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

You're still building toward your earning peak. That's what makes protecting your income now—before a disability event c...
09/04/2026

You're still building toward your earning peak. That's what makes protecting your income now—before a disability event caused by a sickness or injury impacts your ability to work—an important financial consideration you can make at this stage in your career.
Let's connect and talk about protecting what matters most.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

A financial professional looks beyond a single product. Your goals, income, debt, savings, family responsibilities and f...
09/03/2026

A financial professional looks beyond a single product. Your goals, income, debt, savings, family responsibilities and future plans all help shape the right protection strategy. Life insurance works best when it is considered as part of the whole financial picture.

Schedule time to review how protection fits into your broader plan.

September is Life Insurance Awareness Month. Life insurance is not just about a policy—it is about protecting the real l...
09/01/2026

September is Life Insurance Awareness Month. Life insurance is not just about a policy—it is about protecting the real life you are building and the people who depend on you. This month, we will share practical reasons to review your coverage and start the conversation.

Start with a simple coverage conversation.

Your biggest financial asset might not be what you own today—it might be your ability to earn an income.The raises, prom...
09/01/2026

Your biggest financial asset might not be what you own today—it might be your ability to earn an income.
The raises, promotions, and career growth ahead of you may be worth far more than your current savings. Yet many people don't think about protecting that income until a sickness or injury causes a covered disability that keeps them from working.
Protect what powers your financial future.
Let’s connect and talk about protecting what matters most.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier....
08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/4gdz3VO
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

Address

2455 Bennett Valley Road, Suite C208
Santa Rosa, CA
95404

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm
Saturday 10am - 3pm

Telephone

+17079539088

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