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.