Joseph Pensabene IV- Financial Services Professional

Joseph Pensabene IV- Financial Services Professional 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.

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. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company

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.

2625 Townsgate Road Suite 300
Westlake Village, CA 91361

Neither New York Life Insurance Company, nor its agents, 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. My California Insurance license number is 0M12596

06/01/2026
05/29/2026

You see their potential — and you’re determined to give them every opportunity to reach it.
Whether it’s college, career, or discovering their purpose, planning early can make all the difference.
Let’s turn those dreams into actionable steps toward a brighter future. Call me today and let’s get started.

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take...
05/28/2026

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/432398t

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

You’re working hard to build wealth — but are you making the most of tax-efficient opportunities along the way? Now’s a ...
05/26/2026

You’re working hard to build wealth — but are you making the most of tax-efficient opportunities along the way? Now’s a great time to review your tax return and explore strategies that could help you reduce your tax burden and strengthen your long-term financial goals. Message me if you’d like to schedule a quick review and see what’s possible.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
05/25/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

05/21/2026

Do you know where tax rates will be when you retire? Neither do we. Tax diversification can prepare your retirement income for whatever comes next—and help you keep more of your income for the things that matter. https://nyl.co/4tZ9vkc

05/18/2026

You’ve worked hard, made sacrifices, and built a life full of purpose and love.
Now it’s time to make sure your family’s future carries that same strength forward.
Together, we can help turn today’s dedication into tomorrow’s security.
Let’s talk about the path that fits your family best.

Protection and growth work best together. I can help you build a strategy that does both. Message me if you’d like to ta...
05/15/2026

Protection and growth work best together. I can help you build a strategy that does both. Message me if you’d like to talk through your next step.https://nyl.co/42yZYVJ

05/12/2026

People aged 70½ or older now have a way to support the causes they love while also creating a reliable stream of lifetime income, thanks to recent law changes that allow a once-in-a-lifetime transfer directly from an IRA to fund a charitable gift annuity or charitable remainder trust. When structured correctly, this transfer can be excluded from taxable income, and for those 73 or older, it may even count toward required minimum distributions. Read more about this strategy and then let’s explore whether this fits into your retirement or giving plans.

Address

Anaheim, CA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18057059457

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