Kathleen Knight, Financial Adviser with Eagle Strategies, LLC

Kathleen Knight, Financial Adviser with Eagle Strategies, LLC Financial Adviser offering Investment advisory services through Eagle Strategies, LLC, a Registered Investment Advisor I am not licensed in all jurisdictions..

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services thro

ugh Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

2020 Main St. Suite 1200
Irvine, CA 92614
925-323-6823

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. My California Insurance license number is 0E33539

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take...
05/28/2026

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/4fMCS5B

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

Something I think we’ve lost lately is the ability to sit with uncertainty without immediately reacting to it.Every head...
05/26/2026

Something I think we’ve lost lately is the ability to sit with uncertainty without immediately reacting to it.

Every headline now feels urgent.
Every market move becomes breaking news.
Every election cycle suddenly turns money into an emotional conversation instead of a strategic one.

And honestly? That’s exhausting.

The people who tend to do best financially over time usually aren’t the ones making dramatic moves every few months. They’re the ones with clarity. A plan. Patience. Perspective.

Financial confidence doesn’t come from predicting the future perfectly; It comes from being prepared enough that the future doesn’t constantly throw you off course.

That’s the goal.

Not panic.
Not perfection.
Peace of mind.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
05/25/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.We ar...
05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

A lot of people think financial planning is just about investments.But real planning is so much bigger than that.It’s ab...
05/13/2026

A lot of people think financial planning is just about investments.

But real planning is so much bigger than that.

It’s about creating a life where your money supports the things that matter most: your family, your future, your peace of mind, and the legacy you want to leave behind.

These are the 5 core areas I focus on with clients:
• Wealth Management
• Retirement Planning
• Estate Planning
• Tax Strategies
• Protection Planning

Because financial confidence doesn’t come from guessing… it comes from having a thoughtful plan in place. 🤍

No matter what stage of life you’re in, it’s never too early (or too late) to start building a strategy that works for you.

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Irvine, CA
92614

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