Sharla Garibaldi
Partner at New York Life Insurance Company | San Mateo, California, United States
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Sharla Garibaldi is a dedicated Partner at New York Life Insurance Company, where she leverages her extensive experience in financial services to empower entrepreneurial-minded Filipinos and Asian Americans. Over the past six years, Sharla has successfully run her own professional practice, focusing on elevating the careers of individuals within these communities. Her decade-long tenure as an Advisor has equipped her with a deep understanding of the unique challenges and opportunities faced by her clients, allowing her to provide tailored, effective solutions for wealth preservation planning, estate planning, and multi-generational planning.
At New York Life, Sharla is committed to fostering a diverse and inclusive environment. Her primary objective is to hire and develop capable men and women who can deliver innovative financial strategies to address the pressing issues that individuals and businesses encounter. She specializes in 401k rollovers, gifting strategies, and fixed annuities, ensuring that her clients have access to a comprehensive suite of financial products designed to meet their specific needs.
Sharla's expertise in management and insurance, combined with her passion for mentorship, positions her as a leader in the financial services industry. By focusing on small business solutions and creating pathways for financial literacy, she not only enhances the financial well-being of her clients but also contributes to the broader economic empowerment of the Filipino and Asian American communities. Through her work, Sharla continues to make a significant impact, helping individuals navigate their financial journeys with confidence and clarity.
Partner at New York Life Insurance Company in December 2014 to Present
Development Manager at New York Life Insurance Company in July 2012 to November 2014
Agent at New York Life Insurance Company in June 2002 to July 2012
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Protection Planning/family Security
Asset Protection
Retirement Planning
Wealth Preservation Planning
Multi-generational Planning
Multi-generational wealth transfer
Succession Planning
401k Rollovers
Estate Planning
Gifting Strategies
Key Person Protection
Legacies
LUTCF
Insurance
Life Insurance
Financial Services
Retirement
Management
Leadership
Sales
Fixed Annuities
Small Business
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Discover more about New York Life Insurance CompanyWhat is Sharla Garibaldi email address?
Email Sharla Garibaldi at [email protected]. This email is the most updated Sharla Garibaldi email found in 2026.
How to contact Sharla Garibaldi?
To contact Sharla Garibaldi send an email to [email protected]. (updated on October 30, 2024)
What company does Sharla Garibaldi work for?
Sharla Garibaldi works for New York Life Insurance Company
What is Sharla Garibaldi's role at New York Life Insurance Company?
Sharla Garibaldi is Partner
What is Sharla Garibaldi's Phone Number?
Sharla Garibaldi's phone (213) ***-*124
What industry does Sharla Garibaldi work in?
Sharla Garibaldi works in the Financial Services industry.
Sharla Garibaldi Email Addresses
Sharla Garibaldi Phone Numbers
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