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    Wealth Management
Back to What We Do
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Wealth Management

Helping clients grow, preserve, and transfer wealth with confidence.

  • Personalized Investment Management

  • Portfolio Design

  • Asset Allocation

  • Diversification

  • Tax Efficient Investing

  • Ongoing Portfolio Management

  • Trust & Investment Accounts

  • Legacy Planning

Let's Talk

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

Where We Do Business
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If your state isn't highlighted, please reach out for more information.

Let's Meet

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

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

Click here
  • 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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