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Strategic Alliances

Effective financial planning can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.

The Nautilus Group > Logo

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Pascal Nguyen works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

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Eagle Strategies, LLC > Logo

Through Eagle Strategies, Pascal Nguyen provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.

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ASH Brokerage > Logo

Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care and, disability income insurance, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with more comprehensive solutions to suit their individual needs.


Proud to Offer New York Life > Logo

Pascal Nguyen and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, long-term care and disability insurance. A mutual insurance company, New York Life is a Fortune 500 company and one of the largest mutual life insurance companies in the United States.


Ed Slott and Company, LLC > Logo

Pascal Nguyen also subscribes to and is a member in good standing with Ed Slott’s Master Elite IRA Advisor Group. This is a private, unaffiliated IRA study group of independent professional financial advisors with a focus on individual retirement account (IRA) business with access to various Ed Slott IRA tools and concepts to address clients’ individual retirement account needs.


Our Location

2020 Main Street, 10th Floor
Irvine, CA 92614
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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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