Shane Valdez New York Life Insurance Agent

Shane Valdez New York Life Insurance Agent Licensed for individual health, Medicare, life insurance, group health, and supplemental insurance i

I 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. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdiction

2400 East Katella Ave, ste 800,
Anaheim, CA, 92806

My CA Insurance license number is

I am licensed in AZ, NE, OK, Washington D.C, and CA. 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

While most parents dream of stability for their children, for some it's an all-in quest for generational riches, pushing...
02/02/2026

While most parents dream of stability for their children, for some it's an all-in quest for generational riches, pushing boundaries and taking extreme measures to build a legacy.

You don't have to go to these extremes, but you do have to make sacrifices to save.

In 2026, the maximum contribution limits for 401(k) plans have increased, providing an excellent opportunity to maximize...
01/29/2026

In 2026, the maximum contribution limits for 401(k) plans have increased, providing an excellent opportunity to maximize your retirement savings.

In 2026, the maximum contribution limits for 401(k) plans have increased, giving you an excellent shot at maximizing your retirement savings.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
01/26/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Viral savings trends can be tempting, but not all of them work. This article from Yahoo Finance breaks down the 2025 mon...
01/22/2026

Viral savings trends can be tempting, but not all of them work. This article from Yahoo Finance breaks down the 2025 money trends that helped people save smarter, and the ones that are better left in the past:
https://yhoo.it/3YOXIaX

Want to talk about building a savings approach that actually fits your life? Let's connect.

Average mortgage rates are in the low 6% range, but there are ways to snag a lower rate. Learn about eight strategies fo...
01/20/2026

Average mortgage rates are in the low 6% range, but there are ways to snag a lower rate. Learn about eight strategies for securing a mortgage rate under 6%.

Research shows that those who retire without structure, purpose or social connection experience faster cognitive decline...
01/09/2026

Research shows that those who retire without structure, purpose or social connection experience faster cognitive decline, higher rates of depression, even shortened life expectancy. Learn more.

A fulfilling retirement begins with a blueprint for living, rather than simply the accumulation of a large nest egg. Financial freedom is meaningful only when it supports a life of purpose, connection and vitality.

01/05/2026

With more workers turning to a side hustle for financial security and career growth, here's why diversified income streams are becoming a core 2026 strategy.

Address

675 Placentia Avenue Suite 250
Brea, CA
92626

Opening Hours

Monday 8am - 7pm
Tuesday 8am - 7pm
Wednesday 8am - 7pm
Thursday 8am - 7pm
Friday 8am - 5pm
Saturday 10am - 5pm

Telephone

(714) 858-1653

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