Why Empower?
Lisa helps with addressing her clients' financial concerns. Through an integrated process, she engages and educates clients regarding investments and retirement strategies. Her clients can make informative decisions, work towards financial independence and feel empowered.
At-a-glance: Lisa Youk
Why choose Lisa as your financial and investment advisor? Results driven; she goes that extra mile to ensure your financial goals are met. As an Eagle Strategies LLC Financial Advisor, Registered Representative for NYLIFE Securities and an Agent of New York Life Insurance Company, Lisa takes a comprehensive approach to address your financial needs today, tomorrow and into the next generation.
Lisa will be right there with you as financial markets fluctuate to address any concerns and adjust your plan to achieve your goals. The opportunity to witness her clients pass through life’s milestones, while knowing she was there to listen, help and adapt to their needs, is one of her biggest rewards. This is why she is enthusiastic about helping her clients and why she loves her job. Whether you’re planning for retirement or already retired, you need someone you can trust with your financial future, someone who has your back. Lisa is that advisor.
Vision:
Lisa empowers her clients with the knowledge to achieve their financial goals through personalized education and engagement.
Lisa’s process:
Navigating financial markets can be cumbersome and overwhelming. Through a series of thoughtful conversations, Lisa will take you through a holistic process. She will help you create your financial plan, identify pitfalls, and provide guidance to meet your financial goals through customized strategies. Lisa provides solid and sound financial advice, so you have more time to enjoy what is most important to you.
Lisa brings with her over eight years’ experience in the financial services and insurance industry. She can help you meet your financial goals through:
Investment, financial and wealth advising
Financial strategies to meet various life goals, wealth accumulation and retirement distribution
Estate planning (collaboration with your tax and legal consultants) and retirement strategies
Planning for the business owner
College funding, mutual funds and portfolios managed by third party professionals
Fixed and variable annuities*
Life insurance, coverage for extended periods of care, disability insurance** and employee benefits
Lisa is a graduate of the University of Washington where she earned her Bachelor of Arts degree in Architecture.
As a committed member of her community, she is a proud supporter and volunteer of Lifelong, Seattle Humane Society, Pawsitive Alliance and Eluna (formerly the Jamie Moyer Foundation). She is also excited about volunteering with Coastal German Shepherd Rescue of San Diego.
Neither Empower Wealth Strategies & Insurance Solutuions, NYLIFE Securities LLC, Eagle Strategies LLC, New York Life Insurance Company nor any of its agents are in the business of offering tax, legal or accounting advice. You should consult with your professional advisors for tax, legal or accounting advice.
Agent for New York Life Insurance Company.
Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC) a Licensed Insurance Agency. Financial Adviser for Eagle Strategies, LLC, A Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Insurance Companies.
*Variable annuities offered through NYLIFE Securities LLC, member(FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.
**Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.
Our Team
Lisa Youk
Financial Advisor, Owner
Welcome to Lisa’s website. She hopes you will find her page to be helpful in your search for a trusted advisor to help you reach your financial goals. Lisa is the owner of Empower Wealth Strategies and Insurance Solutions. She is also a Financial Advisor with Eagle Strategies LLC and an Agent of New York Life Insurance Company. She has been in the financial services and insurance industry for over 8 years. Prior to becoming a financial advisor, she worked as an architect for 12 years with various firms in the Seattle area. Lisa graduated from the University of WA with a Bachelor of Arts in Architectural Studies. Lisa is FINRA Series 7, 66, 63 and 6 licensed and holds Life and Health Insurance licenses. She is currently working on completing her exams for the CFP designation.
In her free time, she enjoys spending time with her husband, friends and family with activities ranging from skiing, hiking, paddle boarding, and kayaking. She loves to travel with her husband, watch movies and take their dog on adventures. She also dances professionally and has performed overseas.
Lisa's Assistant
Krystal Lachance
Licensed Servicing Assistant
As a Licensed Servicing Assistant within New York Life Insurance Co, she has spent the last 7 years assisting agents with client communication and general office management activities. Her favorite part of the job is talking with and getting to know clients. She enjoys helping her agents in any way to make sure clients' questions and concerns are heard and addressed. Krystal holds a degree in Communication Studies from Appalachian State University, and keeps her Insurance License up to date, which requires taking courses so she can have the most current knowledge that will help to assist her agents and clients.
In her free time, she enjoys traveling with her husband, watching horror movies and documentaries, and snuggling with her two fur babies.
