About us : Empower Wealth Strategies & Insurance Solutions

About us

About us

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Why Empower?

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Lisa helps with addressing her clients' financial concerns. Through an integrated process, she engages and educates clients regarding investments and retirement strategies. Her clients can make informative decisions, work towards financial independence and feel empowered.

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At-a-glance: Lisa Youk

Why choose Lisa as your financial and investment advisor? Results driven; she goes that extra mile to ensure your financial goals are met. As an Eagle Strategies LLC Financial Advisor, Registered Representative for NYLIFE Securities and an Agent of New York Life Insurance Company, Lisa takes a comprehensive approach to address your financial needs today, tomorrow and into the next generation.

Lisa will be right there with you as financial markets fluctuate to address any concerns and adjust your plan to achieve your goals. The opportunity to witness her clients pass through life’s milestones, while knowing she was there to listen, help and adapt to their needs, is one of her biggest rewards. This is why she is enthusiastic about helping her clients and why she loves her job. Whether you’re planning for retirement or already retired, you need someone you can trust with your financial future, someone who has your back. Lisa is that advisor.

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Vision:

Lisa empowers her clients with the knowledge to achieve their financial goals through personalized education and engagement.

Lisa’s process:

Navigating financial markets can be cumbersome and overwhelming. Through a series of thoughtful conversations, Lisa will take you through a holistic process. She will help you create your financial plan, identify pitfalls, and provide guidance to meet your financial goals through customized strategies. Lisa provides solid and sound financial advice, so you have more time to enjoy what is most important to you.

Lisa brings with her over eight years’ experience in the financial services and insurance industry. She can help you meet your financial goals through:

  • Investment, financial and wealth advising
  • Financial strategies to meet various life goals, wealth accumulation and retirement distribution
  • Estate planning (collaboration with your tax and legal consultants) and retirement strategies
  • Planning for the business owner
  • College funding, mutual funds and portfolios managed by third party professionals
  • Fixed and variable annuities*
  • Life insurance, coverage for extended periods of care, disability insurance** and employee benefits

Lisa is a graduate of the University of Washington where she earned her Bachelor of Arts degree in Architecture.

As a committed member of her community, she is a proud supporter and volunteer of Lifelong, Seattle Humane Society, Pawsitive Alliance and Eluna (formerly the Jamie Moyer Foundation).  She is also excited about volunteering with Coastal German Shepherd Rescue of San Diego.

Neither Empower Wealth Strategies & Insurance Solutuions, NYLIFE Securities LLC, Eagle Strategies LLC, New York Life Insurance Company nor any of its agents are in the business of offering tax, legal or accounting advice. You should consult with your professional advisors for tax, legal or accounting advice.

Agent for New York Life Insurance Company.

Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC) a Licensed Insurance Agency. Financial Adviser for Eagle Strategies, LLC, A Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Insurance Companies.

*Variable annuities offered through NYLIFE Securities LLC, member(FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.

**Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.

Our Team

Lisa Youk

Lisa Youk

Financial Advisor, Owner

Welcome to Lisa’s website. She hopes you will find her page to be helpful in your search for a trusted advisor to help you reach your financial goals. Lisa is the owner of Empower Wealth Strategies and Insurance Solutions. She is also a Financial Advisor with Eagle Strategies LLC and an Agent of New York Life Insurance Company. She has been in the financial services and insurance industry for over 8 years. Prior to becoming a financial advisor, she worked as an architect for 12 years with various firms in the Seattle area. Lisa graduated from the University of WA with a Bachelor of Arts in Architectural Studies. Lisa is FINRA Series 7, 66, 63 and 6 licensed and holds Life and Health Insurance licenses. She is currently working on completing her exams for the CFP designation.

In her free time, she enjoys spending time with her husband, friends and family with activities ranging from skiing, hiking, paddle boarding, and kayaking. She loves to travel with her husband, watch movies and take their dog on adventures. She also dances professionally and has performed overseas.

Lisa's Assistant

Krystal Lachance

Krystal Lachance

Licensed Servicing Assistant

As a Licensed Servicing Assistant within New York Life Insurance Co, she has spent the last 7 years assisting agents with client communication and general office management activities. Her favorite part of the job is talking with and getting to know clients. She enjoys helping her agents in any way to make sure clients' questions and concerns are heard and addressed. Krystal holds a degree in Communication Studies from Appalachian State University, and keeps her Insurance License up to date, which requires taking courses so she can have the most current knowledge that will help to assist her agents and clients.

In her free time, she enjoys traveling with her husband, watching horror movies and documentaries, and snuggling with her two fur babies.

FINANCIAL PLANNING

Eagle Strategies LLC, A Registered Investment Adviser, offers an objective approach to financial planning. The strategies we recommend will be customized to address your personal circumstances and objectives. You may choose to work with me on a more comprehensive basis, or limit the scope and focus of your plan to address just a few planning concepts.

 

INVESTMENT ADVISORY SERVICES

Eagle Strategies offers a number of fee-based asset management programs, helping to ensure that our interests are aligned with yours, helping to ensure that our interests are aligned with yours: protecting and growing your investments.

Through our asset management partnerships, clients of Eagle Strategies have access to separately managed accounts and mutual fund wrap accounts.

Our programs provide quarterly performance reports and consolidated statements, ongoing monitoring and a comprehensive, annual fee based upon a percentage of assets under management. Other miscellaneous charges may apply.

Eagle Strategies LLC

Portfolio Specialist

Timothy Farrell

Timothy Farrell

Portfolio Specialist

Tim is a Corporate Vice President and Portfolio Specialist with Eagle Strategies, a subsidiary of New York Life, and is responsible for analyzing financial statements and offering guidance in positioning asset managers in client portfolios. Prior to joining Eagle Strategies in 2015, Tim was a Senior Director at Oppenheimer Asset Management where he partnered with financial advisors to present investment solutions to prospective clients and client portfolio reviews to their high-net-worth and institutional clients. Tim has over 15 years of investment experience and earned a BBA in Business Management from Hofstra University. Tim is FINRA Series 7 and 65 licensed.

Fred Ulbrich

Fred Ulbrich

Internal Consultant

Fred is a Senior Associate and Internal Consultant with Eagle Strategies, a subsidiary of New York Life, and is responsible for providing customized wealth management solutions to advisors and affluent clients. He has two years of experience in the financial services industry, spending time with the Operations & Service team within Eagle Strategies. Fred is a graduate of Bates College where he earned a BA in Economics and was a two time All-American lacrosse player. He is FINRA Series 7, 66 and 24 licensed. He continues to play lacrosse, and enjoys fishing and skiing.

Eagle Strategies LLC

Financial Planning

Jacqueline Pollack

Jacqueline Pollack

Financial Planning Specialist

CFP. Jacqueline is a Senior Associate and Financial Planning Specialist with Eagle Strategies, a subsidiary of New York Life, and is responsible for supporting Eagle Advisors through the financial planning process, including helping advisors leverage eMoney Advisor, assisting in data reviews, case design and plan creation. Prior to joining Eagle Strategies in 2018, Jacqueline worked at Lincoln Financial Advisors, and was also a Wealth Manager with LPL Financial. Jacqueline graduated from Boston College with a BA in Economics and is a CFP® practitioner. Jacqueline is FINRA Series 7 and 66 licensed and holds Life and Health Insurance licenses.

In Jacqueline’s free time she loves to run, hike, and enjoy the outdoors. She enjoys spending quality time with her family and friends. Her proudest moment was being elected Boston College’s track team captain by my teammates, and since graduating college it has been passing the CFP exam.

Sean Townley

Sean Townley

Financial Planning Specialist, CFP

Meet Sean, Corporate Vice President, Wealth Management – Financial Planning. Sean joined Eagle Strategies with over fifteen years of financial planning experience. In his current role Sean supports Eagle Advisors with making the transition to fee based financial planning, which includes practice management techniques to help create scalable and repeatable financial planning practices. In addition, he is responsible for supporting advisors through the financial planning process, including helping them leverage financial planning tools, customized case design, identifying implementation opportunities and plan creation. Prior coming to New York Life – Eagle Strategies, he was the Director of Financial Planning at MassMutual and before that a senior case consultant at MetLife. Sean is FINRA Series 7 and 66 licensed.

In his time away from work, Sean enjoys spending time with family and friends, golfing, cycling, and staying active.

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Contact
Lisa Youk

Financial Advisor for Eagle Strategies LLC, a Registered Investment Adviser and New York Life company, CA Insurance License Number: #0N09338

Empower Wealth Strategies & Insurance Solutions
4365 Executive Drive, Suite 800
San Diego, CA 92121

Empower Wealth Strategies & Insurance Solutions is not owned or operated by New York Life Insurance Company/Eagle Strategies LLC/NYLIFE Securities LLC or its affiliates.

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