With 10 years’ experience helping Asian American Business Owners & Professionals financially prosper, my work focuses on financial advisory to help them achieve their personal and business goals. Ruby Legacy Financial brings the experience and expertise that helps their clients hit the ground running with tailored financial solutions. With the right financial advisor who understands you, your comp
any or career, you can focus on what is most important to you—YOUR Business. 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 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. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
388 9th Street Suite 120 Oakland, CA 94607 (510)318-1775
Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. Neither Ruby Legacy Financial and 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. Ruby Legacy Financial and Insurance Solutions, LLC is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. My California insurance license number is 0H95458.
