• New York Life

    • Financial Services & Financial Advisors
    75 Soledad Dr.
    Monterey, CA 93940
    (831) 375-2653
    (831) 656-9512 (fax)
    • About

      As New York Life representatives Becky and Lisse help maximize their clients' savings and investment returns, while minimizing taxes and risk. Reaching financial goals doesn't happen by accident. As with most other things in life, the key to achieving long-term financial objectives -- whether it is personal, business, or estate -- is planning. Becky and Lisse listen carefully to concerns, goals, and priorities and develop a personalized roadmap that will help you meet your objectives. These days, it's more important than ever to make sure you have a financial professional by your side. The good news is that it's never too late to start.