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Providing Investment and Retirement Strategies, & Insurance Solutions for Medical and Other Top Notch Business Professionals in Southern CA for over 30 years.

"Our Clients are our Passion
Our Associates and Team Members are our
Helping to solve our clients' problems & achieve their goals is our

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a trained professional, I can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use this Website as a resource, and do not hesitate to connect with us for additional information or to schedule a meeting. Thank you for your interest.

man using calculator



Jerry Soni is an agent 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 #0679764), DC, FL, IL, KY, LA, MD, MI, NV, NY, TX, UT, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Jerry Soni is licensed and authorized to offer insurance in California, but SONI FINANCIAL & INSURANCE SOLUTIONS may not be. For additional information on California licensure status, please click here.

Jerry Soni 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, 13265 Mission Tierra Way, Granada Hills, CA, 91344, 818-360-4231. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, KY, LA, MD, NV, NY, TX, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Jerry Soni 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, FL, KY, LA, MD, NV, NY, and UT. As such, these services are strictly intended for individuals residing in the states referenced.

SONI FINANCIAL & INSURANCE SOLUTIONS is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither SONI FINANCIAL & INSURANCE SOLUTIONS nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​