Jonathan Ceci, Financial Advisor with Eagle Strategies LLC

Jonathan Ceci, Financial Advisor with Eagle Strategies LLC Financial Advisor offering investment advisory
services through Eagle Strategies LLC. Katella Ave. I am not licensed in all jurisdictions.

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 thro

ugh 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. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

2400 E. Ste. 800
Anaheim, CA 92806
(714) 255-5100

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. No
direct or indirect payment or other compensation is provided to any person for a testimonial or
endorsement appearing here. 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. My California Insurance license number is #4370508

This weekend I got to live out a small dream, working with my wife at the Halloween Spooktacular!We hosted a booth to sh...
10/28/2025

This weekend I got to live out a small dream, working with my wife at the Halloween Spooktacular!

We hosted a booth to share what I do as a financial advisor, handed out candy, met some awesome families, and had a great time just being part of the community.

Huge shoutout to my amazing wife for putting together the dinosaur + jungle themed trunk. It turned out way better than anything I could’ve come up with 🍬🌿

Already looking forward to the next one!

Got to lead a sourdough bread workshop at Kherut this week and be part of something really special. Big thanks to the te...
10/07/2025

Got to lead a sourdough bread workshop at Kherut this week and be part of something really special. Big thanks to the team at SAVOR for the invite and for the tomato soup to go with it.

Appreciate the work KHERUT Nonprofit is doing to support survivors and build real community. Glad I could play a small part.

This morning was the Yorba Linda Mayor’s Prayer Breakfast! It was great to see local leaders come together in prayer and...
09/18/2025

This morning was the Yorba Linda Mayor’s Prayer Breakfast! It was great to see local leaders come together in prayer and speak boldly about their faith in Jesus.

In a world where faith is often kept quiet, it was refreshing to be part of a public gathering that centered on truth, prayer, and servant leadership.

Grateful for events like this that bring people together in the name of Christ, and also thankful for the chance to stay connected with my parents after their recent move back to Yorba Linda.

Growing your wealth is important. But protecting it from life’s unexpected turns is just as critical. Whether you're lau...
09/11/2025

Growing your wealth is important. But protecting it from life’s unexpected turns is just as critical. Whether you're launching your career, building a legacy, or preparing for retirement, each stage of life brings financial risks alongside opportunities A strong financial strategy accounts for both.
• Protect your income early on
• Shield what you’ve built as wealth grows
• Preserve your assets in retirement
Your plan shouldn’t just be built to grow. It should be built to last. Watch our video to see how a protection-first mindset can help you grow with confidence.
https://bcove.video/4l8VewQ

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here. https://bit....
08/25/2025

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here. https://bit.ly/3JQHIRe

Concerned about falling short on your goals in retirement? Learn about strategies you can employ now to help avoid a "re...
08/14/2025

Concerned about falling short on your goals in retirement? Learn about strategies you can employ now to help avoid a "retirement gap."

Attended The Chill fundraiser the other night in support of KHERUT Nonprofit and their mission to empower survivors.The ...
08/10/2025

Attended The Chill fundraiser the other night in support of KHERUT Nonprofit and their mission to empower survivors.

The food was amazing, the games were competitive, and the cause is extremely important. Appreciate the work this team is doing and glad to be a small part of it.

We look forward to being a bigger part of it in the future when we come to teach Sourdough Bread!! 🍞

Played in a Make-A-Wish pickleball tournament over the weekend 🏓💪 Great event, solid competition, and all in support of ...
08/06/2025

Played in a Make-A-Wish pickleball tournament over the weekend 🏓💪 Great event, solid competition, and all in support of a great cause!

Always good to mix fun with impact, and this one definitely delivered!

Last Friday, I hosted a Career Day for the Boys & Girls Clubs of America 🎓 I shared how I got started in financial servi...
08/04/2025

Last Friday, I hosted a Career Day for the Boys & Girls Clubs of America 🎓 I shared how I got started in financial services, walked the students through a real-life example of the work I do with clients, and gave them some tools to start thinking about their own financial futures 💼

Really enjoyed connecting with these young minds and hopefully sparking some new ideas for them all!

Had a great time volunteering at a Mock Interview Day with Orange County United Way 🤝I got to meet three sharp and motiv...
07/16/2025

Had a great time volunteering at a Mock Interview Day with Orange County United Way 🤝

I got to meet three sharp and motivated students and give them real time feedback on their interview skills. It was awesome seeing their confidence grow in just a short time!

With my background in recruiting and now working in financial services, I’ve had a lot of career conversations over the years, and it felt great to use that experience to help young professionals take their next steps 🎓🙌

Big thanks to Orange County United Way for putting on such a meaningful event. Already looking forward to the next one!

Had a great weekend helping a friend with a big repotting project alongside the San Diego Orchid Society! 🌿🌸 Learned a t...
07/15/2025

Had a great weekend helping a friend with a big repotting project alongside the San Diego Orchid Society! 🌿🌸 Learned a ton and had a blast getting my hands dirty. Thanks to everyone who made it such a fun (and educational) day!

Tonight, I had the privilege of attending the Resiliency Awards, hosted by the Eddie Nash Foundation and Orange County S...
05/03/2025

Tonight, I had the privilege of attending the Resiliency Awards, hosted by the Eddie Nash Foundation and Orange County Social Services Agency. The event highlighted the incredible resilience of foster youth and the foundation’s vital work in supporting their journeys.

If you're looking to support a cause that’s truly making an impact, I encourage you to learn more about the Eddie Nash Foundation.

Address

2400 E. Katella Avenue Ste. 800
Anaheim, CA
92806

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 10am - 2pm

Website

https://calendly.com/jceci01-ft, https://calendly.com/jceci01-ft

Alerts

Be the first to know and let us send you an email when Jonathan Ceci, Financial Advisor with Eagle Strategies LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category