As a licensed Agent of New York Life Insurance Company I offer a variety of products and services 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. My Califo
rnia Insurance license number is 0K60147. I am also a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Crimson Wealth Strategies 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. Crimson Wealth Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates. New York Life
8075 Leesburg Pike Suite 400
Vienna Va. 20176
703 610 4063
703 749 3700