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    My Background

My Background

As a Financial Advisor with Eagle Strategies LLC and an Agent of New York Life Insurance Company, I am able to take a comprehensive approach to helping you address your financial needs today, tomorrow, and into the next generation.

I have over 25 years experience in the financial services and insurance industry, and specialize in designing retirement plans and estate plans for those in the medical field.

I am also a graduate of California State University, Fullerton where I earned my Bachelor's Degree in Business Finance.

Neither New York life Insurance Company, nor Eagle Strategies LLC, or any of their representatives provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

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

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  • About Us
    • About Eagle Strategies
    • My Background
  • Financial Solutions
    • Our Services
    • Products
    • Advanced Planning Resources
  • Resources
    • Life Stages
    • Calculators
    • Articles
    • Videos
    • Tax Resources
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • eMoney
    • Eagle Strategies
    • Envestnet Client Portal
    • AARP Life Insurance from NYL
  • Contact Us
Disclosure

Hadi Hassan is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Hadi Hassan (CA Insurance License #0B20944).

Hadi Hassan 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, 2400 E Katella Ave Ste 800, Anaheim, CA 92806, 714-813-2528. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

Hadi Hassan is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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