My Background

Eric A. Gibboney, RICP® 

Financial Adviser

 

Our business is personal and requires a relationship with our clients built on trust.

Financial and insurance decisions are arguably among the most important decisions you will ever make. That is why you will often find yourself doing most of the talking when you meet with us. We must first understand your concerns and what you want to achieve in order to help you find the best solutions. Our guidance is one of the most important and valuable services we offer, and it is how we earn and maintain your trust.

As a Financial Advisor with Eagle Strategies LLC, a wholly-owned subsidiary of New York Life Insurance Company and a Registered Investment Adviser, we has access to Eagle’s experienced and accredited teams including members who hold Chartered Financial Analyst (CFA®), Certified Investment Management Analyst®, (CIMA®), Chartered Alternative Investment Analyst (CAIA), Certified Financial Planner®, (CFP®), and Chartered Financial Consultant® (ChFC®) designations. Eagles’ teams are dedicated to working with me to help you meet your financial goals.

I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I started in financial services back in 2013. After two years working trading the stock markets for personal and family accounts, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me to do right by them.

You can take comfort in the fact that I have been a proud resident of the North Bay Area community and Wine Country for over thirteen years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving father of two children, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information my firm has to offer.

Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through New York Life Insurance Company. In addition to my four years of experience, I hold a BA, from San Francisco State University and hold FINRA Series 7, 63, &65 licenses. I have participated in New York Life's well-known training program, NYLIC University, and have been awarded NY Life's Executive Council qualification in 2015, 2016, 2017, and 20181

Of course, my background isn't really the one that matters. To be the best possible adviser, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know. 

As a member of the New York Life organization, we can also make available to you products and services offered by:

New York Life, a Fortune 100 company, that enjoys a 170-year track record of keeping its promises to policyholders and with its subsidiaries, is an industry leader of life insurance, long term care insurance and investment annuity products.

NYLIFE Securities LLC, a full-service broker/ dealer capable of meeting the investment style of nearly every level of investor from the novice to the sophisticated. NYLIFE offers competitive investment products and services as well as online access to your account.

NYLIFE Securities LLC and Eagle Strategies LLC are New York Life companies.

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.

1Awarded by New York Life Insurance Company for outstanding sales achievements.
 
2Million 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.
 
 
 

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