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Our Expertise


Pillars of Planning


Holistic financial planning is about optimizing every aspect of your wealth. We want everything to work together in tandem so each decision and strategy furthers your pursuit of a great life. When it comes to your retirement plan, we focus on these four pillars to ensure your future is everything you dream it to be.

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Risk Management

We look for potential roadblocks and risks that could impede your goals; then we help you establish safeguards that protect everything you’ve worked for.

Financial Strategies

We review your tax, savings, and other financial strategies and identify creative ways to ensure your hard-earned money stays with you and grows over time.

Asset Allocation

By helping you diversify your assets and fine-tune your investment strategies, we maximize your chances of achieving your savings and retirement goals.

Estate Planning

We think ahead and help you establish guidelines that ensure your wealth is distributed exactly how you want, when you want, and to whom you want.


Our Services


Our mission is to provide everything you need to feel confident and excited about your financial future. We focus on comprehensive planning that supports your entire financial world, so whether you’re building your career or getting ready to retire, we’ll help you find the most effective resources and strategies to live your best life.
Below are some of the specific ways we help clients experience a fulfilling present as they prepare for a rewarding future.

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Retirement
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Income
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Asset &
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Estate
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IRA
Rollovers*

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Roth
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*When considering rolling over the proceeds of your retirement plan to another tax-qualified option, such as an IRA, please note that you may have the option of leaving the funds in your existing plan or transferring them into a new employer’s plan. You may wish to consult with your new employer, if any, to learn more about the options available to you under your plan and any applicable fees and expenses. You may owe taxes if you withdraw funds from the plan. Please consult a tax advisor before withdrawing funds.

Our Location

2020 Main Street, 10th Floor
Irvine, CA 92614
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Get in Touch

Phone: (949) 797-2445
pascalnguyen@pifsrp.com

Disclosure

Pascal Nguyen is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0780932), FL, GA, IL, MD, MI, NJ, NV, NY, TN, TX, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Pascal Nguyen is licensed and authorized to offer insurance in California, but Pascal Insurance & Financial Services may not be. For additional information on California licensure status, please click here.

Pascal Nguyen is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2020 Main St Fl 10, Irvine, CA, 92614, 949-797-2445. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, MD, NE, NV, TX, UT, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Pascal Nguyen is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, FL, MD, NE, NV, TX, UT, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Pascal Nguyen is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Cidilea Mayumi Daikuhara Santos is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4055571), FL, and NV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Cidilea Mayumi Daikuhara Santos is licensed and authorized to offer insurance in California, but Pascal Insurance & Financial Services may not be. For additional information on California licensure status, please click here.

Cidilea Mayumi Daikuhara Santos is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2020 Main St Fl 10, Irvine, CA, 92614. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Cidilea Mayumi Daikuhara Santos is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, and FL. As such, these services are strictly intended for individuals residing in the states referenced.

Pascal Insurance & Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Pascal Insurance & Financial Services nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here

LOCATION

2020 Main St Fl 10

Irvine, CA 92614

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CONTACT

(949) 797-2445
pascalnguyen@pifsrp.com
  • WHO WE ARE
    • Meet Our Team
    • Our Difference
    • Strategic Alliances
    • Where We Do Business
  • WHAT WE DO
    • Our Expertise
    • Our Approach
    • Who We Serve
  • RESOURCES
    • In the News
    • Lifetime of Hope
    • Income Tax Planning Strategies
    • Concepts and Strategies
    • Video Library
    • Navigator Newsletter
    • Charitable Corner
  • GET IN TOUCH
  • CLIENT LOGIN
    • Your Retirement Roadmap
    • New York Life
    • Eagle/NYLIFE
    • NYLI/ Mainstay Funds

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