Specialties
About Me
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 through 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. 55 S Lake Ave Suite 200 Pasadena, CA 91101 (626) 204-8956 801 N Brand BLVD, Penthouse Suite Glendale, CA 91203 91203 (818) 662-7500
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Interests & Hobbies
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Always free for clients.
Credentials
CFP, CHFC, RICP
Chartered Designations
What do these credentials mean?
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Disclosures
Neither Island 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. 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. I am not licensed in all jurisdictions. My California Insurance license number is 0J25132. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Island Wealth Strategies, LLC is not owned or operated by New York Life Insurance Company or its affiliates.