Albert Paula is the founder and owner of Parkwest Financial with an office located in Lodi, CA. He has been assisting clients with their financial needs since 2004. His areas of expertise are financial, investment and insurance planning.
Personally, he is married to his wonderful wife Sandra. They reside in Lodi, CA with their three very energetic children (Max, Hunter and Luciana). Albert loves anything outdoors including camping, hunting and fishing.
Daniele Gutierrez has worked with Albert Paula since 2016. She administers and manages day to day activities. A wide knowledge of operations in the financial industry, combined with a passion for high quality service and efficiency, result in a positive client experience.
Personally, she loves spending time with her family and enjoys baking and interior decorating whenever possible.
Through Eagle Strategies, Albert Paula provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
Albert Paula and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 9/12/19.)
The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Albert Paula can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.
