About Us : Central Coast Visionary Insurance & Financial Services LLC

Our Education & Resources

Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Central Coast Visionary Insurance & Financial Services, LLC has access to new products, enhanced product features, expanded quality service, and new technologies. Breaking new ground is part of our tradition.

Certified Financial Planner

The CFP^® designation is a certification mark for financial planners conferred by the Certified Financial Planner Board of Standards. To receive authorization to use the designation, the candidate must meet education, examination, and experience. Individuals with their CFP^® designations are trained to develop and implement financial plans for individuals, businesses, and organizations, utilizing knowledge of income and estate tax, investments, risk-management analysis and retirement planning.

Eagle Strategies LLC

Eagle Strategies LLC specializes in customized financial planning and investment advisory services. Your individual strategy is crafted to ensure flexibility and resiliency to changes in the economy and tax laws, as well as your own changing needs throughout your life. From investments and asset allocation to protecting your earnings and other insurance planning needs, we help you gain control over every aspect of your financial life with our Lifetime Wealth Portfolios™ wealth management platform and holistic financial planning services. Eagle Strategies LLC is a Registered Investment Adviser and New York Life company. Central Coast Visionary Insurance & Financial Services is not owned or operated by Eagle Strategies or its affiliates.

Chartered Life Underwriter

CLU^® (Chartered Life Underwriter^®) is a designation granted to individuals who have completed training in not only life insurance, but personal insurance planning as well. To obtain the CLU^® designation, individuals have to complete advanced courses and exams in several topics including insurance, taxation, employee benefits, estate planning, management and economics.

What We Do

Serving the Central Coast since 1984

For more than 35 years, we have served the Central Coast, helping our clients gain the confidence they need to feel more financially secure as they navigate life.

Estate Planning*

Estate planning is one of the most important steps you can take to ensure that your wishes are honored and your family and legacy are protected in your absence. A well constructed, holistic strategy will include your investment portfolios, retirement accounts and life insurance policies. The plan will help you transfer wealth from one generation to the next or be established to benefit a worthy cause while minimizing estate and income taxes.

Retirement Planning

Strategies to help grow your wealth. Let us teach you some ways to help nurture your finances and we'll help plant the seeds for building a secure retirement.

Business Planning

There are four ways we help business owners:

Business Succession plans
Maximizing benefits to the business for the loss of key employees
Maximizing benefits for business owner and employees
Retirement plans

About Us