Nicole Haro, Agent with New York Life

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Nicole Haro, Agent with New York Life Agent licensed to sell insurance through New
York Life Insurance Company I am not licensed in all jurisdictions.

As a licensed Agent of New York Life Insurance Company, 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. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. 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.

2625 Townsgate Rd., Suite 300
Westlake Village, CA 91361

My CA Insurance license number is 0J11647

Life changes. But sometimes beneficiary designations don’t change with it.This Kiplinger article is a helpful reminder o...
10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4ifPe5K

If you have questions about your own beneficiary choices, send me a message.

‼️Important Weather Alert ‼️ Snow is in the forecast for Simi Valley! Come out and enjoy this rare Icey-event at Rancho ...
10/22/2026

‼️Important Weather Alert ‼️ Snow is in the forecast for Simi Valley! Come out and enjoy this rare Icey-event at Rancho Madera Park in Wood Ranch. ❄🏂🏽⛄Make sure to stop by the New York Life booth and say hello!

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches m...
10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/3UsYtaX

If it gets you thinking about your own plans, send me a message.

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?Half of rec...
09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/3TuPANM
If this sounds like you, or someone you know, send me a message and let's talk.

I’m honored to officially share that I’ve been inducted as a member of the Westlake Village Rotary Club!To me, being a R...
09/29/2026

I’m honored to officially share that I’ve been inducted as a member of the Westlake Village Rotary Club!

To me, being a Rotarian is about more than simply being part of an organization -it’s about showing up for your community, building meaningful relationships, and using your time, talents, and resources to make a positive impact.

I’m excited for the opportunity to serve alongside other local leaders who share a commitment to putting service above self and strengthening the community we call home.

Grateful to begin this new chapter and looking forward to getting involved, giving back, and representing New York Life within our local community.

Honored to have been invited to New York Life’s Career Conference earlier this month!It was an incredible opportunity to...
09/28/2026

Honored to have been invited to New York Life’s Career Conference earlier this month!

It was an incredible opportunity to connect with other new agents from across the country who are building successful businesses, growing in their careers, and making an impact in the communities they serve.

I’m especially thankful for the relationships I built and the experiences we shared throughout the conference. I’m grateful to be part of a company that invests in the development of its agents while taking the time to recognize and celebrate our accomplishments along the way.

I left the conference feeling motivated, inspired, and excited for what’s ahead. Here’s to continuing to learn, grow, and build!

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58...
09/16/2026

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58% last year. But confidence that those savings will last a lifetime dropped 21 points in the same span.
One factor that made a real difference? People working with a financial professional felt far more hopeful, prepared, and excited about retirement than those without one. Check out the full results here.

If you'd like to talk through what planning built around your specific goals could look like, just send me a message and we'll find a time to connect.

According to new research from New York Life's Wealth Watch survey, Americans seek financial stability and prioritize retirement confidence

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.

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/4wsUGYh
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.

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more...
07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/3S5QqQa
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

Address

2625 Townsgate Road Suite 300
Westlake Village, CA
91361

Telephone

+18052106432

Website

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