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About Us

As a licensed Agent of New York Life Insurance Company, I offer a variety of products that can help you meet a number of insurance and financial needs, including but not limited to, wealth accumulation, retirement income, life insurance planning, long-term care insurance, and business continuation strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. 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.

I am not licensed in all jurisdictions.

My California Insurance license number is 0L08636.

Our Ideal Customer

At New York Life, we work with clients from all walks of life - and this means that our clients' priorities are not tied to a particular phase of the financial life cycle. In any given month, I will work with clients in the areas of protection, accumulation, distribution, as well as legacy strategies. With that said, my core area of focus is the creation of tax-diversified wealth accumulation strategies for business owners, professionals, and their families.

Our Team
Alex Friedberg from New York Life
Alex Friedberg
Financial Services Professional
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Steve is a special breed of realtor in that he embodies the professionalism anyone would desire in a highly detailed line of work, yet while also maintaining a down-to-earth personality that is seldom found these days. I would recommend Steve to anyone in my circle of colleagues, friends, and family.

Highly Recommended

By 5+ Local Business Owners!
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