John J. Choi

About John J. Choi

I help clients and business owners:• Maximize investment and retirement balances with customized, professionally managed portfolios.• Minimize taxes using tax-free and tax-efficient strategies.• Protect loved ones, assets and income through creative and comprehensive insurance solutions.My areas of expertise include college funding strategies, retirement accumulation and distribution, estate planning, small business solutions, and 401(k) management. Whether you’re planning for your family’s future or strengthening your business\'s financial foundation, I provide tailored strategies designed to help you grow, protect, and preserve your wealth. 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 InsuranceCompany and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on thissite 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. No direct orindirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. Neither New York Life Insurance Company, nor its agents, provide tax, legal, oraccounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.CA Insurance License San Clemente Drive #250Newport Beach, CA 91••••••••23

Experience

1. Financial Advisor

   Eagle Strategies

   Jan 2025 — Present

   Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor.

Education

• Yale School of Management

  M.B.A.

• Westminster Theological Seminary

  Master of Divinity - MDiv

• Brown University

  A.B.

Skills

• Marketing
• Product Management
• Mobile Marketing
• Wireless Technologies
• Mobile Technology
• Leadership
• Business Development
• Digital Marketing
• Business Planning
• Wireless
• P&L Management
• Product Launch
• Analytics
• Multi-Channel Marketing
• Competitive Analysis
• Contract Negotiation
• Start-Ups
• Marketing Strategy
• Strategic Partnerships
• Strategic Communications
• Go-to-Market Strategy
• New Business Development
• Integrated Marketing
• Product Marketing
• Mobile Applications
• B2b
• Strategy
• E-Commerce
• Account Management
• Consumer Marketing
• Telecommunications
• Product Development
• Mobile Devices