James Pointek

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James Pointek Please contact me to help you fully analyze your needs and recommend appropriate solutions. 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. 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. 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.

4365 Executive Dr, #800
San Diego, CA 92121

My California Insurance license number is 4409535

This is exciting news! You could be our next winner! Accepting entries from 3/9/26 through 6/19/26. Click here to enter...
19/03/2026

This is exciting news! You could be our next winner! Accepting entries from 3/9/26 through 6/19/26. Click here to enter and for official ruleshttps://bit.ly/3NsTMKU

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Re...
17/03/2026

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Retirement Savings Lost & Found site: https://bit.ly/4uvIc2c may help you find out. If it turns out that you are owed a retirement benefit, those funds can still be used to support your future. Let’s talk through your options, from rollovers to how these funds might fit into your bigger retirement picture.

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on inherited IRAs, Roth conversions and more.
14/03/2026

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on inherited IRAs, Roth conversions and more.

Life insurance is a love that transcends language!
28/02/2026

Life insurance is a love that transcends language!

28/02/2026

I’m proud to serve as both a financial professional and a financial educator. My goal: to make financial education more accessible to the people in our community.
If you’re involved with a business, nonprofit, or local organization, I’d love to explore how we can bring a complimentary workshop, one-on-one personal education sessions, and a Balance Wellbeing learning hub to your group. Reach out and let’s make it happen!

A common motivation behind the purchase of life insurance is love. People want to protect their loved ones.
27/02/2026

A common motivation behind the purchase of life insurance is love. People want to protect their loved ones.

You had me at life insurance.
25/02/2026

You had me at life insurance.

Life insurance is love insurance!
23/02/2026

Life insurance is love insurance!

I want to say thank you to Central Connecticut Chambers of Commerce for hosting such a great EVERYTHING EXPO event.It wa...
21/02/2026

I want to say thank you to Central Connecticut Chambers of Commerce for hosting such a great EVERYTHING EXPO event.

It was a pleasure being a vendor and connecting with so many local business owners, professionals, and families in our community. I appreciate everyone who stopped by our table to learn more about protecting their families and businesses.

Looking forward to the next one!

21/02/2026

Every financial journey is unique, but learning the basics can help anyone build a stronger future. That’s why I’m excited to offer complimentary workshops for local businesses, nonprofits, and community groups. These are interactive sessions—open to questions, focused on real-life strategies, and meant to empower.
Interested in hosting one? Let’s talk!

Stephen sadly lost his young wife to cancer. Her life insurance policy helped her family pull through. You're never too ...
20/02/2026

Stephen sadly lost his young wife to cancer. Her life insurance policy helped her family pull through. You're never too young to get life insurance and

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53 Kennedy Drive

06082

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