Lisa Youk with Empower Wealth Strategies & Insurance Solutions

Lisa Youk with Empower Wealth Strategies & Insurance Solutions I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. CA ins lic .

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.

4365 Executive Drive
Suite 800
San Diego, CA 92121
(858) 623-8600

I am not licensed in all jurisdictions. 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. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Empower Wealth Strategies & Insurance Solutions nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Empower Wealth Strategies & Insurance Solutions is not owned or operated by New York Life Insurance Company or its affiliates.

When it comes to your retirement, experience matters. For over 180 years, New York Life has been helping individuals and...
09/01/2026

When it comes to your retirement, experience matters. For over 180 years, New York Life has been helping individuals and families build more secure financial futures—with strength*, stability, and solutions that stand the test of time. Our annuity solutions are backed by personalized guidance and first-class customer service, making it easier for you to move forward with confidence. Let’s talk about your retirement goals.
*Highest ratings for financial strength currently awarded to any U.S. life insurer by the four major rating agencies. Individual independent rating agency commentaries, as of 10/4/24.

08/29/2026

Let’s help Tisha write the next chapter in her life and help her find her forever family.  Tisha is a sweet and beautiful girl. ❤️🐶🐾

It's time to take a deep dive into your retirement plan and get answers that will help keep you on track to reach your r...
08/27/2026

It's time to take a deep dive into your retirement plan and get answers that will help keep you on track to reach your retirement goals. Connect today to get started.
https://bcove.video/4hlGMB8

❤️🐶 Reunited and it feels so good! 🐶❤️ Isla recently came to Coastal K9 German Shepherd Rescue for boarding while her fo...
08/26/2026

❤️🐶 Reunited and it feels so good! 🐶❤️ Isla recently came to Coastal K9 German Shepherd Rescue for boarding while her foster family was away. I first met Isla in March 2021, when she was scared and reactive. With patience, treats, walks, and love, she began to trust me. We formed a strong connection and a wonderful friendship. After three years at Coastal K9, we found her an experienced foster family in 2024. When she returned for boarding, it was wonderful to see she remembered me. So, here's to Isla and celebrating National Dog Day! It was tough for me to choose which dog to highlight on this extraordinary day. I felt it would be special to share Isla’s journey since I was reunited with her. Here’s to making a difference one pup at a time! ❤️🐶🐾❤️

What an inspiring planning session with our amazing New York Life consultants! Their insights on everything from the dom...
08/22/2026

What an inspiring planning session with our amazing New York Life consultants! Their insights on everything from the domestic market to the global economy keeps our team ahead of the curve and empowers us to serve our clients better every day. Huge shout-out to Tony Montalvo for bringing everyone together and leading with heart. If you’ve worked with a great mentor or team lately, share your story below!

08/20/2026

Passing down a family business often brings both financial and emotional challenges. For Sam and Helen, splitting ownership of the business evenly between their three children – only one of whom is active in the business - could lead to significant gridlock. Watch Sam’s story to see how estate equalization offers a way to fairly distribute assets while preventing conflicts and ensuring that each family member is cared for. If you want to know how to avoid family conflicts that could arise from traditional inheritance plans and gain peace of mind in knowing your family’s future is secure, let’s talk.

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Social Security, 401(k) withdrawals, and other common retirement income sources are taxable. Learn how tax-diversificati...
08/18/2026

Social Security, 401(k) withdrawals, and other common retirement income sources are taxable. Learn how tax-diversification strategies can help. https://bit.ly/4qm0oK9

Add structure, meaning, and purpose to your finances using a plan that aligns with your goals and aspirations. Learn how...
08/13/2026

Add structure, meaning, and purpose to your finances using a plan that aligns with your goals and aspirations. Learn how a comprehensive, goals-based approach can help you create the financial future you envision.
https://bit.ly/4xyWlMM

❤️🐶 Courtesy post for sweet Max. 🐶❤️ He’s at a wonderful rescue north of Seattle. This rescue was named after a beloved ...
08/11/2026

❤️🐶 Courtesy post for sweet Max. 🐶❤️ He’s at a wonderful rescue north of Seattle. This rescue was named after a beloved donkey, named Pasado, who was tortured and killed by three teenage boys. This rescue provides a safe haven for abused and neglected animals. Please consider donating to Pasado's Safe Haven, liking their page, following them, and sharing their posts. They are fighting to end animal cruelty. 💚💚

Sweet Max was found dumped in a cemetery with a deformity of his skull/muzzle. We suspect he was either born with it or suffered very early head trauma while his skull was still developing.

After arriving at Pasado's, our loving veterinary team determined that Max needed eye surgery to prevent his eyelids from rolling inward and to fit his orbital frame, so we got right to work. He has now fully recovered from his operation and is doing amazing!

Max is officially looking for his perfect forever home. He loves sticking to his person like Velcro and scratches behind his big ears. He eats his food a little differently because of his nose shape, but we think it's perfect 💚

Apply to adopt Max here: https://bit.ly/DogAdoptionQuestionnaire
Get more info: https://bit.ly/PasadosDogs

P.S. His adoption fee is 50% off throughout August for !

08/11/2026

Tax-deferred retirement accounts are great for lowering your tax bill today—but taxes will eventually need to be paid when the money is withdrawn. Tax diversification may help you keep more of your retirement income. https://bit.ly/4xsTSU2

Address

4365 Executive Drive, Suite 800
San Diego, CA
92121

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