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Juan  B. Gonzalez
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                                        My Background
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                                      My Background

                                      Juan B. Gonzalez, LUTCF, FSCP®

                                      As a New York Life Agent, I genuinely believe that most people strive to do what’s right—for themselves, their families, and their communities. This shared commitment to doing what’s right is what inspired me to join New York Life in 2008. After a decade of experience as a Mortgage Broker, I sought a career where I could help others achieve their goals and protect what matters most to them.

                                      Having lived in New York, New Jersey, and the Tampa Bay area for the past 17 years, I am deeply invested in the success and well-being of my friends and neighbors. As a loving husband and proud father to my daughter, I understand the importance of planning for the future and share many of the same hopes and aspirations as my clients. That’s why I’m committed to offering the full range of resources and support New York Life provides.

                                      Whether you’re looking to protect your family’s lifestyle, save for significant milestones like college or retirement, or prepare for life’s unexpected challenges, I’m here to help. With 16 years of industry experience, I am a licensed agent with extensive training through New York Life’s NYLIC University and The American College of Financial Services. I’ve also been recognized for my dedication and achievements, earning distinctions such as the 2015 President’s Council, the 2019 Chairman’s Council, and qualifying as a member of the Million Dollar Round Table (MDRT) every year since 2011.

                                      However, my qualifications are only part of the story. To truly provide the best service, I focus on getting to know you—your hopes, dreams, and goals for the future. If you’re seeking a dedicated partner who will put expertise and experience to work for you, I’d be honored to help. Please feel free to reach out so we can discuss how I can support your journey.

                                      Neither New York life Insurance Company, not its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

                                      1 Awarded by New York Life Insurance Company for outstanding sales achievements.

                                      2 Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.

                                      Disclosure

                                      Juan Gonzalez 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 the states of FL, NJ, NY, PA, and SC. No insurance business may be conducted outside the states referenced.

                                      Juan Gonzalez 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, 3000 Bayport Dr Ste 1100, Tampa, FL, 33607, 813-395-3104. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, NJ, and PA. No offers may be made or accepted from any resident outside the specific states referenced.

                                      Juan Gonzalez is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, NJ, and PA. As such, these services are strictly intended for individuals residing in the states referenced.

                                      The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

                                      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.​

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

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                                      Juan  B. Gonzalez

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                                      • About Us
                                        • About Eagle Strategies
                                          • My Background
                                            • Mission Statement
                                              • Investment Advisory Services
                                              • Financial Solutions
                                                • Products
                                                  • Our Services
                                                    • Advanced Planning Resources
                                                    • Resources
                                                      • Calculators
                                                        • Articles
                                                          • Life Stages
                                                            • Videos
                                                              • Tax Resources
                                                              • Account Access
                                                                • NYL Online Account
                                                                  • NYLIFE Securities
                                                                    • MainStay Mutual Funds
                                                                      • eMoney
                                                                        • Eagle Strategies
                                                                          • Envestnet Client Portal
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