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.

I want to wish all my clients and their families a Happy and Safe Holiday weekend.
07/03/2025

I want to wish all my clients and their families a Happy and Safe Holiday weekend.

As a dog owner of three, here are some tips to ensure that your dog stays safe on the fourth. Please share these tips wi...
07/02/2025

As a dog owner of three, here are some tips to ensure that your dog stays safe on the fourth. Please share these tips with your pet owning friends. Have a happy and safe 4th of July. 🐶❤️🤍💙🐶

07/01/2025

Did you know that the "Great Wealth Transfer” is underway? Up to 15% of American adults expect to receive an inheritance in the next 10 years. However, only 42% feel comfortable managing the wealth on their own. Read even more interesting findings in the most recent Wealth Watch survey from New York Life.

We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

I can't believe it's been 13 years since I began my career with New York Life, changing from the architectural world to ...
06/28/2025

I can't believe it's been 13 years since I began my career with New York Life, changing from the architectural world to the financial services profession. I want to thank all my clients for their continued support and trust over the years!

Want to keep more of your hard-earned wealth in your family's hands? Jeff Chadwick, JD, reveals the power of intentional...
06/26/2025

Want to keep more of your hard-earned wealth in your family's hands? Jeff Chadwick, JD, reveals the power of intentionally defective irrevocable trusts in this article and how IDITs can be part of an effective strategy to reduce your taxes and help ensure your wealth is secured for future generations. Learn more about the nuanced world of transfer and estate taxes, and then let’s start planning to protect your assets.
https://bit.ly/4k61XHb

I want to wish all my clients and their dads' a very Happy Father's day weekend!
06/14/2025

I want to wish all my clients and their dads' a very Happy Father's day weekend!

Tyson Vines’ story shows the different outcomes his family faced with and without life insurance over the past two gener...
06/03/2025

Tyson Vines’ story shows the different outcomes his family faced with and without life insurance over the past two generations.
Tyson Vines’ family experienced two very different stories over the course of his childhood – one ended in auction, the other in action. Watch Tyson’s story to see how his father changed their family legacy from one of loss to one of love. https://bit.ly/2CMU621 (2:51)

Yup! That’s me and Marley McSausage! 💙🐶🩵
05/30/2025

Yup! That’s me and Marley McSausage! 💙🐶🩵

05/27/2025

You've got options to simplify your 401(k) savings - keeping funds in the former employer’s plan; direct rollover to a new employer plan; lump-sum withdrawal; or an IRA rollover. Each of these approaches has pros and cons. I'm here to help you achieve your retirement goals. Contact me today and let's get started.

I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.

In honor of the brave soldiers for their courage and service who died for our freedom and peace. I will always be gratef...
05/23/2025

In honor of the brave soldiers for their courage and service who died for our freedom and peace. I will always be grateful to them. I want to wish everyone a Happy and safe Memorial Day weekend.

Did you know? I'm authorized to offer life insurance options from New York Life to AARP members. Ask me how I can help y...
05/20/2025

Did you know? I'm authorized to offer life insurance options from New York Life to AARP members. Ask me how I can help you.

Financial planning is about more than just saving for retirement - it's about having a solid plan to protect, invest, gr...
05/13/2025

Financial planning is about more than just saving for retirement - it's about having a solid plan to protect, invest, grow, and share your wealth. https://bcove.video/3IkDE7T

Address

4365 Executive Drive, Suite 800
San Diego, CA
92121

Alerts

Be the first to know and let us send you an email when Lisa Youk with Empower Wealth Strategies & Insurance Solutions posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share