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Your Financial Advisor LISA YOUK
4365 EXECUTIVE DRIVE SUITE 800, SAN DIEGO, CALIFORNIA 92121
Office:
425-462-4852
|
Cell:
425-462-4852
Email: lyouk@ft.newyorklife.com
My approach.
As a financial advisor for Eagle Strategies, a wholly-owned subsidiary of New York Life, I specialize in creating custom insurance and financial solutions to meet the needs of clients like you. Working together, we’ll develop a comprehensive approach that addresses today’s needs, tomorrow’s goals, and helps transfer wealth to the next generation.
Let's keep in touch
We're here to help.
Protect what matters most, today and always.
Solutions to fit your needs.
Here to help you plan for today and tomorrow.
With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you.
Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.
My Credentials:
Licensed to assist with:
Protect your family – now and into the future.
Tell me a bit about yourself, and I will call you to discuss a personalized strategy.
THE BRAVE OF HEART FUND
They protect our families. So let’s protect theirs.
Those on the front lines of this crisis are acting on their love to protect families and save lives. In response, we’re launching the Brave of Heart Fund with E4E Relief, a subsidiary of Foundation For The Carolinas, a Section 501(c)(3) public charity, which will provide for the families of healthcare workers in the event of death caused by the coronavirus.
Creating plans that help you succeed.
Customized Financial Guidance
Wealth management built around your needs.
As a financial advisor with Eagle Strategies, I'm committed to building successful, long-term relationships with my clients. That commitment combined with my qualifications, experience, and access to the tools and resources of Eagle Strategies, positions me to help clients like you meet their financial goals.
What drives us: agápē.
The concept of agápē – love taking action – has always been at the heart of New York Life, and is an ideal that I embody as an agent. Backed by a 175–year tradition of serving others, my goal is to help my clients put their love into action for their families and loved ones.
What drives us: agápē.
The concept of agápē – love taking action – has always been at the
heart of New York Life, and is an ideal that I embody as an agent.
Backed by a 175–year tradition of serving others, my goal is to
help my clients put their love into action for their families and loved ones.
What drives us: agápē.
The concept of agápē – love taking action – has always been at the heart of New York Life, and is an ideal that I embody as an agent. Backed by a 175–year tradition of serving others, my goal is to help my clients put their love into action for their families and loved ones.
Life is a journey. We're here to help you along the way.
Planning for retirement.
How do you make sure that you’ll have the income you need as you head into retirement? You may want to consider a policy that lets you maintain your lifestyle, helps you save, helps cover some costs for extended periods of care, or provides a stream of income when you retire.
Getting married.
Merging your personal and financial lives means figuring out what works best for the two of you. You can customize a plan to protect you now and grow with you into the future.
Growing your family.
With the right approach you can safeguard your family's future and prepare for your own financial needs. We can help you protect your biggest assets and also give you access to funds to help with big expenses like tuition or surprise expenses like medical bills or home repairs.
I'm here to help. Contact me any time.
4365 EXECUTIVE DRIVE SUITE 800, SAN DIEGO, CALIFORNIA 92121
Office:
425-462-4852
Cell:
425-462-4852
lyouk@ft.newyorklife.com
4365 EXECUTIVE DRIVE SUITE 800, SAN DIEGO, CALIFORNIA 92121
LISA YOUK
CA Insurance License #0N09338
Not licensed to sell in all jurisdictions.
LISA YOUK is a Financial Advisor for Eagle Strategies LLC, a Registered Investment Advisor. Eagle Strategies LLC is a New York Life Company.
LISA YOUK Financial Services Professional for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. NYLIFE Securities LLC is a New York Life Company. For more information about NYLIFE Securities LLC and its investment professionals, click here.