Monica Escobar Rangel
CEO and Founder at Efficient Financial and Insurance Solutions
- Role
- Financial Services Professional at New York Life
- Location
- Brea, CA, US
- LinkedIn followers
- 500 followers
About Monica Escobar Rangel
At Efficient Financial and Insurance Solutions, we help our clients bring their business, personal and financial goals into focus, then recommend appropriate actions to meet them. Through our comprehensive planning process, we help our clients identify their goals and objectives and work with them to get their financial decisions. Acting as the quarterback, we work alongside their team of other advisors, to incorporate the numerous aspects of their financial life into a fluid, targeted plan. We monitor and adjust the components of the plan throughout the changing seasons of life, their evolving priorities and goals, and various economic cycles.Neither Efficient Financial and Insurance Solutions nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Efficient Financial and Insurance Solutions is not owned or operated by New York Life Insurance Company or its affiliates.I am not licensed in all jurisdictions. My California Insurance license number is 0E84156.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.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.675 Placentia Ave. Suite 250Brea, CA 92••••••••37
Experience
Financial Services Professional
Apr 2006 — Present
Registered Representative offering securities products and services through NYLIFE Securities LLC.(Member FINRA/SIPC), A Licensed Insurance Agency.
Education
California State University, Fullerton
B.A., Business and Communications
1997 — 2002
California State University, Fullerton
Bachelor of Arts, Communications and Business Administration
1997 — 2002
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