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Your best life is possible.

We’re here to help you live it how you deserve.

Because
everyone deserves
peace of mind.

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Hooz Wealth is founded on the belief that true financial well-being creates the freedom and confidence to live life to its fullest. We are committed to creating lasting relationships rooted in service, education, and personalized strategies designed around your unique goals and aspirations. Whether you are just beginning your financial journey, preparing for life’s transitions, or pursuing long-term wealth and retirement planning, our team-based approach ensures you always have knowledgeable professionals by your side. We help simplify complex financial decisions and create thoughtful strategies that evolve with you. At Hooz Wealth, our focus is not simply on finances — it is on helping you build the life and legacy you want for yourself and those you care about most.

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More than Professionals

A tailored plan begins with understanding the people behind the numbers. We’re able to provide straightforward advice by having genuine conversations. Because every individual and family has unique goals and experiences, we take the time to discover what matters most to you and develop strategies based on your needs. By combining professionalism with a personal approach, we strive to become a trusted resource through life’s many milestones.

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Purposefully Accessible

We prioritize being accessible and responsive so our clients can connect with a real person when questions arise and receive timely guidance from professionals who are ready to help. Our commitment to prompt communication and personal service ensures you have meaningful support and access to your financial team when it matters most.

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Keeping it Simple

Our team is committed to handling the details behind the scenes so you can stay focused on the bigger picture. From ongoing service to day-to-day coordination, we work to make the financial planning process organized, efficient, and easier to navigate at every stage.

Let's Talk

Call: (408) 447-8500
Fax: (408) 447-8508

Where We Do Business
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Let's Meet

1601 S De Anza Blvd, Suite 255
Cupertino, CA 95014

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

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  • TEAM
  • CLIENTS
  • WHAT WE DO
  • STRATEGIC PARTNERSHIP
  • RESOURCES
    • Balance Wellbeing®
    • Calculators
  • CLIENT LOGIN
    • New York Life
    • NYLIFE Securities
    • Eagle Strategies, LLC
    • New York Life Investment Management
  • CONTACT
Disclosure

Jason Hooz, Ryan Ballesteros, Amy Gomez, and Ann Ruffner are agents of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Jason Hooz (AR Insurance License #1279828) (CA Insurance License #0577932).
Ryan Ballesteros (CA Insurance License #0K76334).
Amy Gomez (AR Insurance License #18389494) (CA Insurance License #SEE #149921).
Ann Ruffner (AR Insurance License #16149344) (CA Insurance License #0H32491).

The following individuals are Registered Representatives of and offer 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:
Jason Hooz, 1601 S De Anza Blvd Ste 255, Cupertino, CA 95014, 408-447-8500.
Ryan Ballesteros, 1601 S De Anza Blvd Ste 225, Cupertino, CA 95014, 408-391-2365.
Amy Gomez, 1601 S De Anza Blvd Ste 255, Cupertino, CA 95014.
Ann Ruffner, 1601 S De Anza Blvd Ste 255, Cupertino, CA 95014, 408-447-8500.

Jason Hooz, and Ryan Ballesteros are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

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.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

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