You can take comfort in the fact that I have been a proud resident of the San Diego community for 31 years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving husband and father, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.
Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, a Registered Investment Adviser. I am also a Registered Representative licensed to sell securities through NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency, (NYLIFE Securities LLC and Eagle Strategies LLC are New York Life companies)
In addition to my years of experience, I hold a BA in Chemistry from The University of San Diego and an MA in Education from San Diego State University. I am also a graduate of New York Life's Top ranked1 training program, NYLIC University, and have been named to New York Life's Executive Council2 for 7 consecutive years between 2014-2020.
Of course, my background isn't really the one that matters. To be the best possible advisor, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.
Neither New York life Insurance Company, not its agents, provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
1NYLIC University was honored in Training Magazine's list of Top 125 corporate learning programs in 2012 and 2013.
2Council is an annual company recognition program based on agent production from July 1-June 30.
3Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
