Lisa Youk with Empower Wealth Strategies & Insurance Solutions

Lisa Youk with Empower Wealth Strategies & Insurance Solutions I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. CA ins lic .

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.

4365 Executive Drive
Suite 800
San Diego, CA 92121
(858) 623-8600

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. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Empower Wealth Strategies & Insurance Solutions 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. Empower Wealth Strategies & Insurance Solutions is not owned or operated by New York Life Insurance Company or its affiliates.

Small businesses employ nearly half of all U.S. workers, yet many do not have access to a financial professional. That’s...
08/13/2024

Small businesses employ nearly half of all U.S. workers, yet many do not have access to a financial professional. That’s why I’m committed to helping provide solutions that protect small businesses and their employees in my local community.

What can a New York Life agent do for your small business? Find out what type of solutions are offered to help protect your business.

I am so grateful to have amazing people behind the scenes who help me help my clients every day! I want to especially th...
08/10/2024

I am so grateful to have amazing people behind the scenes who help me help my clients every day! I want to especially thank Sal Vangieri, our Investment Consultant, who shared some great educational information at our semi-annual meeting.

Learning and understanding is a life-long process. What are you trying to learn right now?
08/09/2024

Learning and understanding is a life-long process. What are you trying to learn right now?

Less than half of women own life insurance, and 8 out of 10 overestimate the cost of insurance - which leads to them own...
07/30/2024

Less than half of women own life insurance, and 8 out of 10 overestimate the cost of insurance - which leads to them owning less life insurance than men. But the good news is, there’s a policy to fit any budget. Let’s talk to get the facts about life insurance and find out what’s right for you.

Are you curious why you need life insurance? Learn from New York Life six reasons why buying life insurance is about protecting the ones you love.

Thank you to our Managing Partner, Tony Montalvo, for hosting a lovely 2024 Council celebration party recently. It was g...
07/27/2024

Thank you to our Managing Partner, Tony Montalvo, for hosting a lovely 2024 Council celebration party recently. It was great to spend quality time with my peers and their significant others!

Such a blessing to spend time with the rescue dogs and volunteer this morning at the Coastal K9 GSR of San Diego. The re...
07/04/2024

Such a blessing to spend time with the rescue dogs and volunteer this morning at the Coastal K9 GSR of San Diego. The rescue doggies and I wish you a Happy 4th of July!

What is an important lesson you learned from a mistake?
06/27/2024

What is an important lesson you learned from a mistake?

Investing for long term goals like - retirement or education - requires planning and perseverance. Learn some smart stra...
06/25/2024

Investing for long term goals like - retirement or education - requires planning and perseverance. Learn some smart strategies from this article.
https://bit.ly/4cTK3o7

I recently had the pleasure of attending the Tony Pepperoni fundraiser for the benefit of the Coastal K9 German Shepherd...
06/22/2024

I recently had the pleasure of attending the Tony Pepperoni fundraiser for the benefit of the Coastal K9 German Shepherd Rescue of San Diego. Here's to making a difference one pup at a time.

Share something you worked hard on in the past week.
06/20/2024

Share something you worked hard on in the past week.

06/18/2024

Want to bring new life to your portfolio? Steve Parrish, co-director of The American College of Financial Services’ Center for Retirement Income, explores a tax-efficient way to protect and grow wealth. https://nyl.co/3Rxg3pG

06/11/2024

You’re not alone. Many small business owners are struggling to attract and retain employees. Employee’s Whole Life is a great option to improve your benefit package, employee satisfaction and employee morale.

Thinking about purchasing a life insurance policy through your employer? Learn how employee’s whole life from New York Life can protect you and your family.

What kind of legacy do you want to leave to your loved ones?
06/06/2024

What kind of legacy do you want to leave to your loved ones?

Need help retaining key employees? If so, this article lists 6 steps you can take to combat the "Great Resignation" and ...
06/04/2024

Need help retaining key employees? If so, this article lists 6 steps you can take to combat the "Great Resignation" and outlines some of the tools that are available to help. Let me know if you have any questions.

Keeping talented workers is essential to any thriving business. New York Life has 6 tips to retain employees and promote a positive workplace environment.

Wow! I can't believe it's been 12 years since I started my career with New York Life! I want to thank my family and my w...
06/01/2024

Wow! I can't believe it's been 12 years since I started my career with New York Life! I want to thank my family and my wonderful clients for their continued support and trust over the years.

What have you done to pursue your dreams?
05/30/2024

What have you done to pursue your dreams?

Protecting your partner                          Watch this short video to learn how business owners can cope with the u...
05/28/2024

Protecting your partner
Watch this short video to learn how business owners can cope with the unexpected loss of a business partner. http://bit.ly/1GigKFm

What are some positive habits that help you excel in life?
05/23/2024

What are some positive habits that help you excel in life?

05/21/2024

See why having life insurance is especially important to women and could be a critical piece in their financial strategies.
https://nyl.co/3V8HeJs

What are some of the choices that define you?
05/16/2024

What are some of the choices that define you?

As the primary caregivers in our society, women know the importance of having a strategy for long-term care. Help protec...
05/14/2024

As the primary caregivers in our society, women know the importance of having a strategy for long-term care. Help protect your future and those you love. Click here to learn more.

Retirement is costly, especially if you need help taking care of yourself. Protect your comfortable lifestyle with long-term care insurance from New York Life. 

What are some of the steps you take to achieve your biggest goals?
05/09/2024

What are some of the steps you take to achieve your biggest goals?

Check out Money magazine’s "How to Create a Life Insurance Retirement Plan" by Jeremi Davidson, explaining how a strateg...
05/07/2024

Check out Money magazine’s "How to Create a Life Insurance Retirement Plan" by Jeremi Davidson, explaining how a strategy of using the cash value of a permanent life insurance policy to supplement retirement income can enhance your retirement strategy, offering both the protection of life insurance along with the potential growth of retirement assets. https://nyl.co/3wAS7KC

I am so fortunate at New York Life to have great people behind the scenes who help me help my clients every day! I want ...
05/04/2024

I am so fortunate at New York Life to have great people behind the scenes who help me help my clients every day! I want to especially thank Tony Montalvo, the Managing Partner in San Diego, for his ongoing support.

What have you done in the past that has paved the way for your success today?
05/02/2024

What have you done in the past that has paved the way for your success today?

Running a business is no small feat. At New York Life, we understand the value of having talented employees. Help reward...
04/30/2024

Running a business is no small feat. At New York Life, we understand the value of having talented employees. Help reward and retain your employees with a custom life insurance plan for your business.

Learn how small business solutions from New York Life can protect business owners and their employees with a variety of services.

When was a time that teamwork helped you solve a problem that you couldn’t tackle on your own?
04/25/2024

When was a time that teamwork helped you solve a problem that you couldn’t tackle on your own?

While it's true women have longer life expectancies, it can often make funding retirement that much harder. As you face ...
04/23/2024

While it's true women have longer life expectancies, it can often make funding retirement that much harder. As you face unique challenges on your road to financial security, it's important to have someone by your side who knows how to navigate them. Whether retirement is around the corner or still a long ways off, learn what you can do now to better prepare for the road ahead and let's chat.

Five ways women can catch up in retirement savings.

There are many ways to give back to your community, and my favorite way is volunteering at the Coastal K9 German Shepher...
04/20/2024

There are many ways to give back to your community, and my favorite way is volunteering at the Coastal K9 German Shepherd Rescue of San Diego! This is Quincy who is looking for a loving home and loves hanging out and cuddling.

What is something that you are looking forward to as you get older?
04/18/2024

What is something that you are looking forward to as you get older?

Address

4365 Executive Drive, Suite 800
San Diego, CA
92121

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