Joseph Pensabene IV, Financial Adviser with Eagle Strategies LLC

Joseph Pensabene IV, Financial Adviser with Eagle Strategies LLC With so many options and complex information, making financial decisions isn't easy. That's why I'm here to help you understand what's right for you.

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. Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. 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.

2400 E Katella Ave. Suite 800 Anaheim, CA 92806 (714)-255-5100. Neither Core Financial Wealth & Insurance Solutions, LLC 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. Core Financial Wealth & Insurance Solutions, LLC is not owned or operated by Eagle Strategies LLC or its affiliates. I am not licensed in all jurisdictions. My California insurance license number is 0M12596.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/05/2026

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

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?Half of rec...
09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/4httwLm
If this sounds like you, or someone you know, send me a message and let's talk.

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58...
09/16/2026

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58% last year. But confidence that those savings will last a lifetime dropped 21 points in the same span.
One factor that made a real difference? People working with a financial professional felt far more hopeful, prepared, and excited about retirement than those without one. Check out the full results here.

If you'd like to talk through what planning built around your specific goals could look like, just send me a message and we'll find a time to connect.

According to new research from New York Life's Wealth Watch survey, Americans seek financial stability and prioritize retirement confidence

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier....
08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/3Su6cVi
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

Teaching kids about money can be one of the most powerful lessons you give them. As parents, you have the unique opportu...
08/11/2026

Teaching kids about money can be one of the most powerful lessons you give them. As parents, you have the unique opportunity to shape their financial future by instilling smart money habits early on. This Make a Difference to Children month, learn how simple activities like saving allowance, discussing needs vs. wants, and setting financial goals can pave the way for their financial literacy and independence.

Research shows our kids' money patterns and habits are established by age 7. A guide to what parents should, and should not be teaching young children about money management and personal finance.

Is big tech ruining the quiet retirement dream? From soaring electric bills to relentless noise, here is the hidden toll...
08/06/2026

Is big tech ruining the quiet retirement dream? From soaring electric bills to relentless noise, here is the hidden toll data centers are leaving on local communities.

Is AI ruining the quiet retirement dream? From soaring electricity bills to relentless noise, here is the toll that data centers are taking on local communities.

Longevity is one of the biggest risks retirees face. * Planning for income that lasts a lifetime is an essential part of...
08/03/2026

Longevity is one of the biggest risks retirees face. * Planning for income that lasts a lifetime is an essential part of retirement strategy.

Let’s talk about annuity solutions designed to help provide guaranteed income for life.

*LIMRA Secure Retirement Institute, Retirement Risk Study, 2025.

Address

Anaheim, CA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18057059457

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