The journey to your financial health may seem like a clear, straight path. However, it rarely is. Making the right decisions for your needs and goals can be confusing at times. That's where I can help.
I'm an experienced financial professional with the know-how, resources, and strategies to help make you feel more comfortable and confident in your financial future.
At the heart of my services is the right mix of analytics and technology. But there's more to it than that. I also provide the human touch. I truly care about my clients and their unique circumstances. After all, one size does not fit all. Everybody's lives are different. I will invest the time to learn about your specific needs and goals. Whether it's asset protection, accumulation, or preserving wealth as a legacy, we'll get you where you need to go. I find being honest and direct is always best—especially when it comes to finances.
With a wealth of financial expertise and plenty of resources and tools behind me, my goal is to see you empowered with the knowledge and tools to build a lifelong foundation of good financial practices.
If you're ready to take steps toward a secure financial future, let's talk. I'm right here, always.
Schedule an appointment.
Carmina A. Ilagan
Agent, New York Life Insurance Company
Financial Services Professional*
CA Insurance License #0G70838
425 Market Street Suite 1600
San Francisco, CA 94105
Office: 415.393.6062
Mobile: 415.828.5802
cilagan@ft.newyorklife.com
You can review interesting calculators on my site.
Please feel free to contact us with any questions.
We have interesting videos for you to watch on my site.
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.