My Background

Adam Herzing, CFP(R)

Adam Herzing, CFP(R)

As a Financial Advisor with Eagle Strategies LLC, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back in 2007. I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me do right by them.

You can take comfort in the fact that I have been a proud resident of the Ladera Ranch community for 8+ years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving husband and father of 3 daughters, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.

Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through the New York Life Insurance Company, as well as having my series 6 ,63, 7, 65 Securities licenses. In addition to my 6 years of experience, I hold a BS in Electrical Engineering from Cal Poly San Luis Obispo. I am a graduate of New York Life's award-winning training program, NYLIC University, and have been named President's Council and MDRT Court of the Table multiple times. I am also a CERTIFIED FINANCIAL PLANNER TM.

Of course, my background isn't really the one that matters. To be the best possible advisor, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.

Neither New York life Insurance Company, not its agents, provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

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