New York Life & Eagle Strategy LLC

New York Life & Eagle Strategy LLC
New York Life & Eagle Strategy LLC
Financial Advisor

I am a Financial Adviser with Eagle Strategies, LLC (Registered Investment Adviser) a specialized division of New York Life, a fortune 100 company. We have 800 members and over 50 in-house counsels with certification in law and accounting for advanced planning. My associates and I serve and have insight consulting on estate and business plans at all levels of wealth. I have worked with clients in portfolio management, providing unbiased fee based financial planning, and implementing full asset protection plans. In addition, I have background in setting up pensions and qualified plans for maximum tax deductions for business owners.

We help clients to identify & prioritize their financial objectives and assist them to take action:
-Simple to advanced financial planning
-Retirement planning
-Estate planning
-Asset protection
-Tax saving strategies
-Defined Benefit / Pension set up
-Wealth management
-Insurance planning
-Risk management

 

In addition to a Financial Adviser offering investment advisory services through 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.
801 N. Brand Blvd., Penthouse, Glendale, CA 91203
(818)662-7553

 

www.christinelee.nylagents.com

LinkedIN,  www.linkedin.com/in/chirstinelee

 

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Helping Individuals & Businesses Protect, Preserve and Accumulate Hard Earned Assets/Capital through Customized Wealth Strategies.

“I AM PASSIONATELY AND PURPOSEFULLY COMMITTED TO INCREASING THE STANDARD OF LIVING AND THE QUALITY OF LIFE FOR EVERYONE I WORK WITH THEIR FAMILIES AND THEIR FRIENDS. JOIN ME IN DOING WHAT YOU LOVE TODAY.”

 

Christine Lee (aka: Chin K. Sung), Ph.D., ChFC, LUTCF

Financial Adviser

Eagle Strategies LLC

 

New York Life Insurance Company

CA0E53707

Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC)

801 N. Brand Blvd, Penthouse, Glendale, CA 91203

(818) 662-7552/7553 (B);  (818) 662-7695 (F)

www.christinelee.nylagents.com

www.guaranteesmatter.com

www.nyladvisors.com for Trusted Advisors

http://bcove.me/tlgb7un8  for high net worth Intellectual Property video

 

If you do not wish to receive email communications from New York Life and/or NYLIFE Securities LLC, please reply to this email, using the words “Opt out” in the subject line.

Please copy email_optout@newyorklife.com

New York Life Insurance Company, 51 Madison Ave., New York, NY 10010

(626) 215-1271
801 North Brand Blvd, Penthouse, Glendale, CA 91203
Christine Lee
cksung@ft.nyl.com
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