New Genesis Financials & Insurance Solutions Inc

New Genesis Financials & Insurance Solutions Inc Helping high-net worth individuals, business owners with advanced tax /estate / retirement strategies Neither New Genesis Financials & Insurance Solutions Inc.

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. nor New York Life Insurance Company, or its agents, provide 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. I am not licensed in all jurisdictions. 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.

39650 Liberty St, Suite 200,
Fremont, CA 94538
Ph: 510-377-2341

My California Insurance license number is 4051292

Martin Luther King Jr. believed that everyone can be great because everyone can serve.On this MLK Day, we honor his lega...
01/19/2026

Martin Luther King Jr. believed that everyone can be great because everyone can serve.

On this MLK Day, we honor his legacy by recommitting ourselves to service, compassion, and making a meaningful difference in the lives of others—one family, one community at a time.

Let’s continue striving to build a more just and hopeful future together.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
01/13/2026

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

Wishing you a very happy New Year!
01/01/2026

Wishing you a very happy New Year!

Thinking about retirement someday — or sooner than someday? CNN’s new list of the best retirement destinations for 2026 ...
12/30/2025

Thinking about retirement someday — or sooner than someday? CNN’s new list of the best retirement destinations for 2026 shows how far your money (and lifestyle) can go around the world:
https://cnn.it/3KR2z8g

If it sparks ideas, let’s talk about how to build a strategy that supports the retirement you imagine. I’m here to help you explore your options."

Feeling a little post-Thanksgiving money regret? You’re not alone. This quick read breaks down why holiday spending snea...
12/18/2025

Feeling a little post-Thanksgiving money regret? You’re not alone. This quick read breaks down why holiday spending sneaks up on so many of us — and how simple, judgment-free steps can help you regain control.
https://bit.ly/4qaQdqi

Want financial guidance tailored to your situation? Reach out anytime. I’m here to help you design your next move with confidence.

Feeling stuck under the weight of unpaid bills, credit cards, or confusing finances? Here’s a reassuring reminder: it do...
12/04/2025

Feeling stuck under the weight of unpaid bills, credit cards, or confusing finances? Here’s a reassuring reminder: it doesn’t have to be perfect, just start somewhere. This informative article from offers gentle guidance and real-talk advice about how your feelings connect to your debt — and practical ways to ease into progress:
https://bit.ly/3KnK9M1
(Survey by Achieve 8/2025)

Ready to talk about what your first small step could look like? I’m here when you are.

Inflation and rising costs can make it hard to feel in control – but you don’t have to face it alone. This article from ...
11/20/2025

Inflation and rising costs can make it hard to feel in control – but you don’t have to face it alone. This article from New York Life explores how a thoughtful financial strategy might bring confidence, clarity, and a sense of calm during uncertain times:
https://nyl.co/4plNTwc

Want to talk about what that kind of confidence could look like for you? Let’s connect.

"Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!"
11/12/2025

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

We hear it all the time: “Download this app—track your spending—watch your money grow.” But real results matter. A new F...
10/30/2025

We hear it all the time: “Download this app—track your spending—watch your money grow.” But real results matter. A new Fed-backed study via Forbes takes a deeper look at whether budgeting apps are truly shifting consumer habits—or just creating more noise. Curious what the data shows? Take a look here:
https://bit.ly/47OPeFR

Let’s talk about what really works for you – tools, mindset, and goals. I’m here when you’re ready.

Address

39650 Liberty Street, Suite 200
Fremont, CA
94538

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm
Saturday 9am - 5pm

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