Joseph Pensabene IV- Financial Adviser

Joseph Pensabene IV- Financial Adviser With so many options and complex information, making financial decisions isn't easy. That's why I'm here to help you understand what's right for you.

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. Financial Adviser offering investment advisory services through Eagle Strateg

ies LLC, a Registered Investment Adviser

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.

2400 E Katella Ave. Suite 800
Anaheim, CA 92806
714-255-5100

Neither Core Financial Wealth & Insurance Solutions, LLC 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. Core Financial Wealth & Insurance Solutions, LLC is not owned or operated by Eagle Strategies LLC or its affiliates

I am not licensed in all jurisdictions. My California Insurance license number is 0M12596

07/17/2026

People often think of whole life insurance as solely protective. When you realize all the benefits Whole Life affords, it becomes easy to view it as a stabilizing and strengthening financial asset alongside others in a well-diversified portfolio. Learn more about what Whole Life has to offer: newyorklife.com/products/insurance/whole-life?marketerNumber=0174148

How do your emergency savings stack up? Learn about the median emergency savings by age in 2026 from the Fed’s latest su...
07/14/2026

How do your emergency savings stack up? Learn about the median emergency savings by age in 2026 from the Fed’s latest survey.

How do your emergency savings stack up? Discover the median emergency savings by age in 2026, analyze structural saving gaps, and see if you are prepared.

Nearly half of parents of children under 18 (45%) say they’ll likely have to rely on credit to manage some of their expe...
07/08/2026

Nearly half of parents of children under 18 (45%) say they’ll likely have to rely on credit to manage some of their expenses this month, according to NerdWallet’s new Financial Resilience Index.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
07/06/2026

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

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!
07/04/2026

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!

Life insurance has a reputation for being complicated. There are a lot of options, and thinking through the decisions be...
06/25/2026

Life insurance has a reputation for being complicated. There are a lot of options, and thinking through the decisions behind them isn't always comfortable.

But understanding what's out there is a lot easier than most people expect. We put together a really clear breakdown of the main policy types—what they are, how they differ, and what's worth considering depending on where you are in life:

https://nyl.co/4ev4wmD

If it raises any questions or you'd like to talk through what makes sense for your situation, I'm here. Just send me a message.

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is...
06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/43NKlKJ

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

06/01/2026

Address

Anaheim, CA

Opening Hours

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

Telephone

+18057059457

Website

Alerts

Be the first to know and let us send you an email when Joseph Pensabene IV- Financial Adviser posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category