Jerry S Soni, Financial Advisor Eagle Strategies LLC

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United States
Woodland Hills, CA
Jerry S Soni, Financial Advisor Eagle Strategies LLC

I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.

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 Adviser offering investment advisory services thro

ugh Eagle Strategies LLC, A Registered Investment Adviser, 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. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

13265 Mission Tierra Way
Granada Hills, CA 91344
(818) 402-6796

Neither Soni Financial & Insurance Solutions, 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. Soni Financial & Insurance Solutions is not owned or operated by New York Life Insurance Company or its affiliates. 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. My California Insurance license number is 0679764.

09/07/2026

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

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/4xJPEYx
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.

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/45Ccjtr
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

07/21/2026

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/3ThU9KM
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.

Address

Woodland Hills, CA
91367

Website

http://newyorklife.com/

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