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Trusted Guidance Comprehensive Solutions

Since 1985 I have been dedicated to planning for the insurance, investment, and financial life planning needs of successful families and entrepreneurs from Pacific Palisades to Palos Verdes to Pasadena to Porter Ranch.

My practice is designed for people of means who value professional advice and their own time, and appreciate the value they derive from outsourcing important financial decisions to a trusted adviser who can do the heavy lifting.

Harris Kagan headshot

Protecting those you love, what you earn, what you own, and the business you may have built

Planning for life's biggest transitions, on your timeline

Partnering with you to create the best possible life with the money and resources you have

Partnering with you to help you address the most important events in your life

I am most passionate about teaching financial literacy to empower you to make the best financial decisions for yourself, your family, and your business, based upon your unique circumstances, resources, and the dreams you have.

I have served the Los Angeles community mentoring over 700 Eagle Scouts through my work with Pacific Palisades Troop 223, and taught Earthquake and Emergency Preparedness as a Red Cross Preparedness Educator to companies and neighborhoods throughout our metropolis. 

I connect my friends and clients to other trusted advisors through decades of leadership in Scouting, Provisors, the California Society of CPAs, and the Exit Planning Institute; have served my profession as Board member and President of the Los Angeles County Chapter of the Society of Financial Services Professionals, and as a Life and Qualifying Member of the Million Dollar Roundtable; and, earned a few professional financial credentials and licenses along the way (Chartered Life Underwriter, Chartered Financial Consultant, Certified in Long Term Care Planning, Retirement Income Certified Professional) to offer my clients the highest level of service and relevant professional education.

You work too hard to risk your family and your financial future to chance. 

Let me know how I can help you.

Disclosure

Harris Kagan is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0694597), DE, ID, IL, NV, NY, OR, TX, and WI. No insurance business may be conducted outside the states referenced.

Harris Kagan is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1608 Pandora Ave, Los Angeles, CA, 90024, 310-663-4637. In this regard, this communication is strictly intended for individuals residing in the states of CA, NV, NY, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Harris Kagan is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, NV, NY, TX, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

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

For more information about NYLIFE Securities LLC and its investment professionals.

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  • Home
  • About Eagle Strategies
    • About Eagle Strategies Page
    • Trusted Guidance Comprehensive Solutions
    • Advanced Planning Group
    • Schedule an Appointment
  • Protection
    • Prepare Today, Enjoy Tomorrow
    • Risk Management
    • Life Insurance
    • Long Term Care Insurance
    • Schedule an Appointment
  • Retirement
    • Retirement Planning
    • 6 Key Areas
    • Create a Plan to Achieve Your Goals
    • Schedule an Appointment
  • Investment
    • Investment Page
    • Does Your Portfolio Fit You?
    • Wealth Management
    • Calculators
    • Schedule an Appointment
  • Estate
    • Estate Planning
    • Charitable Planning
    • Schedule an Appointment
  • Business Owner Financial Planning
    • Business Insurance
    • Company Retirement Plans
    • Value of Key Employees
    • Business Exit Planning
    • Schedule an Appointment
  • Resources
    • New York Life Account
    • Eagle Strategies Account
    • Wealth Management Solution
    • Schedule an Appointment

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