Arvind Saxena
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Arvind Saxena Email & Phone Number

Location: Fremont, California, United States 12 work roles 3 schools
1 work email found @newyorklife.com 10 phones found area 510, 530, 209, 914, and 408 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 10 phones

Work email a****@newyorklife.com
Direct phone (510) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Partner
Location
Fremont, California, United States
Company size

Who is Arvind Saxena? Overview

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Quick answer

Arvind Saxena is listed as Partner at New Genesis Financials and Insurance Solutions Inc., a with 13 employees, based in Fremont, California, United States. AeroLeads shows a work email signal at newyorklife.com, phone signal with area code 510, 530, 209, 914, 408, and a matched LinkedIn profile for Arvind Saxena.

Arvind Saxena previously worked as Financial Advisor at Eagle Strategies, Llc and Registered Representative at Nylife Securities Llc. Arvind Saxena holds Project Management Professional (Pmp) from Project Management Institute.

Company email context

Email format at New Genesis Financials and Insurance Solutions Inc.

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{first_initial}{last}@newyorklife.com
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AeroLeads found 1 current-domain work email signal for Arvind Saxena. Compare company email patterns before reaching out.

Profile bio

About Arvind Saxena

I am a Financial Advisor at New Genesis Financials and Insurance Solutions Inc., a Financial Advisory firm providing individuals, families and businesses innovative financial strategies that cover the financial spectrum from insurance, investments and legacy / estate planning. These include asset protection, tax minimization, retirement planning and estate conservation strategies. I also offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser and wholly-owned subsidiary of New York Life. I provide sophisticated wealth management services by designing customized investment solutions that address my clients’ unique investment objectives and risk tolerance levels.I am an Agent licensed to sell insurance through New York Life Insurance Company, and may be licensed with various other independent unaffiliated insurance companies.Additionally, I am a Registered Representative and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency, and a New York Life Company.Neither Genesis Financials & Insurance Solutions Inc. nor New York Life Insurance Company, or its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. New Genesis Financials & Insurance Solutions Inc. is not owned or operated by New York Life Insurance Company or its affiliates. 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.New York Life Insurance Company 39650 Liberty Street, Suite 200 Fremont, Ca 94538 510-624-4100 My California (CA) Insurance license number is 4051292.

Listed skills include Product Management, Project Management, Leadership, Business Process Improvement, and 69 others.

Current workplace

Arvind Saxena's current company

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New Genesis Financials and Insurance Solutions Inc.
New Genesis Financials And Insurance Solutions Inc.
Partner
Fremont, CA, US
Employees
13
AeroLeads page
12 roles

Arvind Saxena work experience

A career timeline built from the work history available for this profile.

Partner

New Genesis Financials And Insurance Solutions Inc.

Fremont, Ca, Us

Financial Advisor

Current

Eagle Strategies, LLC is a Registered Investment Adviser and wholly-owned subsidiary of New York Life, one of the world’s largest mutual insurers with more than 170 years in the industry. I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC. I provide sophisticated wealth management services by designing customized investment solutions that address my clients’ unique investment objectives and risk tolerance levels.

Feb 2024 - Present

Partner

Current
New Genesis Financials And Insurance Solutions Inc.

San Francisco Bay Area

New Genesis Financials and Insurance Solutions Inc. is a Financial Advisory firm providing individuals, families and businesses innovative financial strategies that cover the financial spectrum from insurance, investments and legacy / estate planning. These include asset protection, tax minimization, retirement planning and estate conservation strategies. We use a variety of tax diversification strategies as our mantra to build out a cohesive financial plan with a comprehensive financial roadmap to meet your short-term and long-term financial goals.Our goal is to develop a long-term financial relationship with our clients and to prudently serve their needs throughout their life.We offer the following services:- Insurance based Protection Services (Life Insurance, Annuities, Long Term Care Insurance, Disability insurance)- Investment Services (Wealth Management using AUM - Assets Under Management, Retirement Plans like 401K, IRA, Roth IRA, 529 plans, etc.)- Fee-based Financial planning (Develop Financial Plans for individuals, families and businesses)New Genesis Financials and Insurance Solutions Inc. does not provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. New Genesis Financials and Insurance Solutions Inc. is not owned or operated by New York Life Insurance Company or its affiliates.

Oct 2023 - Present

Registered Representative

Current

I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.NYLIFE Securities is a subsidiary of New York Life Insurance Company and focuses on providing clients with world‐class brokerage services and a wide variety of investment options. Through NYLIFE Securities, I can offer the resources needed to help clients maximize their opportunities to grow and maintain their wealth.Our exceptional client service, investment platform, and competitive cost structure can help address clients’ needs, regardless of their financial objectives.

Mar 2022 - Present

Agent

Current

Fremont, California, United States

Agent licensed to sell insurance through New York Life Insurance Company.

Aug 2020 - Present

Ceo & Co-Founder

San Francisco Bay Area

Mar 2017 - Aug 2020

Consulting

Various Companies

United States

Provided consulting services as Java Programmer to Tata Consultancy Services (TCS), Savemart Supermarkets, IBM and E*Trade

Sep 1997 - Sep 2001
3 education records

Arvind Saxena education

Project Management Professional (Pmp)

Project Management Institute

Post Graduate Diploma In Software Application Engineering

Bostons Computer Institute
FAQ

Frequently asked questions about Arvind Saxena

Quick answers generated from the profile data available on this page.

What company does Arvind Saxena work for?

Arvind Saxena works for New Genesis Financials and Insurance Solutions Inc..

What is Arvind Saxena's role at New Genesis Financials and Insurance Solutions Inc.?

Arvind Saxena is listed as Partner at New Genesis Financials and Insurance Solutions Inc..

What is Arvind Saxena's email address?

AeroLeads has found 1 work email signal at @newyorklife.com for Arvind Saxena at New Genesis Financials and Insurance Solutions Inc..

What is Arvind Saxena's phone number?

AeroLeads has found 10 phone signal(s) with area code 510, 530, 209, 914, 408 for Arvind Saxena at New Genesis Financials and Insurance Solutions Inc..

Where is Arvind Saxena based?

Arvind Saxena is based in Fremont, California, United States while working with New Genesis Financials and Insurance Solutions Inc..

What companies has Arvind Saxena worked for?

Arvind Saxena has worked for New Genesis Financials And Insurance Solutions Inc., Eagle Strategies, Llc, Nylife Securities Llc, New York Life Insurance Company, and Wynyard Aca.

How can I contact Arvind Saxena?

You can use AeroLeads to view verified contact signals for Arvind Saxena at New Genesis Financials and Insurance Solutions Inc., including work email, phone, and LinkedIn data when available.

What schools did Arvind Saxena attend?

Arvind Saxena holds Project Management Professional (Pmp) from Project Management Institute.

What skills is Arvind Saxena known for?

Arvind Saxena is listed with skills including Product Management, Project Management, Leadership, Business Process Improvement, Cross Functional Team Leadership, Vendor Management, Strategic Partnerships, and Software Project Management.

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