As a Financial Advisor with Eagle Strategies LLC and an Agent of New York Life Insurance Company, Joanna can offer a comprehensive approach to help you address your financial needs today, tomorrow, and into the next generation.Joanna has over 28 years of experience in financial and insurance services. She specializes in Retirement Planning, Investment Management, Long Term Care Insurance, Life Insurance, Wealth Preservation/Estate Planning, and Business Succession Strategies.Joanna's professional designation includes:
CFP Board Certified Financial PlannerTM Practitioner
Chartered Life Underwriter® from the American College
FINRA Series 6, 7, 63, security licensed
She came to SF Bay Area in 1990 after obtaining a MS degree from University of Antwerp. Prior to join New York life in 1994, she worked as a research associate at PTRL West, acquired by Eurofins. Before coming to the west, Joanna was a lab teaching assistant at Shaanxi Normal University, Xi'an, China.As a committed member of her community, she attends the Episcopal church of St. Matthew and served on its vestry board. She is a volunteer at Sustainable San Mateo County, a civic organization for Economy, Environment and Equity.Joanna is a lifelong believer of respect, responsibility, and resourcefulness.Neither New York life Insurance Company, nor Eagle Strategies LLC, or any of their representatives provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.