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            MEET KOSHIN


            Koshin Steven Soga > Headshot

            Financial Adviser

            Koshin Steven Soga

            CA Insurance License #: 0J08746

            Born and raised in Hilo, Hawaii, to Japanese 1st generation immigrants in Big Island in the ’80s, Koshin made it a mission to help people like his parents, who were both from Japan and had no financial literacy in a foreign place. Growing up in a completely Japanese household with strict Japanese values, Koshin experienced a life unlike most of his friends in Hilo. After becoming an adult and speaking to his parents about finances, and realizing that they had no idea what it meant to plan for the future, in 2011 Koshin decided to pursue a career in the financial advising field to help people just like his parents.

            Background

            Koshin moved to Kahului, Maui at the end of high school and graduated from Maui High School in 2003. Wanting to learn Japanese more and eventually move to Japan, he went to the University of Hawaii at Manoa to pursue and graduate with a B.A. in Japanese language with the intent of moving to Japan and pursuing a career there. Unfortunately, the financial crisis hit at the tail end of 2007 and crashed the financial markets in 2008, ultimately stopping his goals of going to Japan, which pushed him towards a Financial Career in Hawaii instead.

            In 2011 he started his career with New York Life, beginning as an Insurance agent with his life and health insurance licenses, and later that year obtaining his FINRA Series 6 and 63 securities registrations to become a Financial Services Professional for NYLIFE Securites LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company.  Koshin also obtained his FINRA Series 7 and 65 registrations and is now a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life Company.

            With these licenses and registrations, Koshin can help his clients with a holistic approach to finances. This helps ensure that all of his clients are better prepared for the future in regards to insurance, investments, retirement, education funding, estate, and overall financial planning.

            Koshin has two kids and a beautiful wife, and on his days off loves to spend time with family by going to the parks, shopping, cooking food for the family, along eating at all of Hawaii’s great restaurants. Unfortunately, nowadays he doesn’t have the opportunity to partake, but he also loves playing soccer, basketball, and golf.

             

            Achievements

            • Agent with New York Life Insurance Company since 2011

            • Registered Representative for NYLIFE Securities LLC

            • Financial Adviser with Eagle Strategies LLC

            • Principal Reiwa Financial

            • 2015 - 2016; 2019 - 2021 Million Dollar Round Table Qualifying Member*

            • 2021 Presidents Council Qualifier **

            • 2010 - 2011 New York Life Executive Council Qualifier**

            • 2013 - 2017; 2018 - 2020 Executive Council Qualifier **

            • 2017 Quality Council Qualifier **

            • 2011 NYL Honolulu GO Rookie of the year

            *The Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals globally as the standard for excellence for life insurance sales performance in the insurance and financial industry.

            **Council is an annual company recognition program based on agent production from July 1 - June 30.


            Insurance, Investments, Income

            New York Life Seattle General Office
            10885 NE 4th Street, Suite 1400
            Bellevue, WA 98004

            425.462.4800 Office
            808.268.1613 Direct
            ksoga@reiwafinancial.com

            Disclosure

            Koshin Soga is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0J08746), HI, NY, OR, TX, and WA. No insurance business may be conducted outside the states referenced.

            As a New York Life Agent, Koshin Soga is licensed and authorized to offer insurance in California, but Reiwa Financial may not be. For additional information on California licensure status, please click here.

            Koshin Soga is a Registered Representative of and offers 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, 10885 Ne 4th St Ste 1400, Bellevue, WA, 98004, 425-462-4800. In this regard, this communication is strictly intended for individuals residing in the states of CA, HI, NV, NY, OR, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

            Koshin Soga is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, HI, NV, NY, OR, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

            Reiwa Financial is not owned or operated by NYLIFE Securities LLC or its affiliates.?

            Neither Reiwa Financial nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.?

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

            Click here
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