I began my journey with New York Life in 2016 after discovering a calling to help individuals and families build, protect, and preserve their wealth through thoughtful financial strategies. In 2021, I stepped into a leadership role as Partner of the Silicon Valley General Office, where I recruited, coached, and developed financial professionals to serve their communities with excellence. Alongside
my advisory work, I co-founded Canid Roots, a subscription-based raw dog food company, which deepened my passion for entrepreneurship and building purpose-driven businesses. Today, as Co-Founder and Financial Adviser of Hooz Wealth Strategies, I continue to serve families, business owners, and retirees by helping them steward their wealth with clarity, purpose, and legacy in mind. Whether you are planning for retirement, growing your business, protecting your family, or building a lasting legacy, I’m here as a trusted resource. We 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. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. 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. Neither Hooz Wealth Strategies & Insurance Solutions, LLC 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. Hooz Wealth Strategies & Insurance Solutions, LLC is not owned or operated by New York Life Insurance Company or its affiliates.
25 Metro Dr. #300 San Jose, CA 95110
408-452-6000
My California Insurance license number is 0K76334
Registered Branch Address:
1601 S De Anza Blvd
Suite 225
Cupertino, CA 95014
408-447-8500
