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David  E. Boynton
  • About Us
    • About Eagle Strategies
      • Focus
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                        My Background

                      My Background

                      As a Financial Advisor with Eagle Strategies LLC, I believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back in 1992.  After 18 years working as a CPA and financial executive, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me do right by them.

                      Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative.

                      I received my B.A. degree from the University of Notre Dame and M.B.A. degree from the Rutgers University School of Business.

                      My professional affiliations include membership in the National Association of Insurance & Financial Advisors (NAIFA), and a Life & Qualifying Member of the Million Dollar Round Table (MDRT).  I also hold the designations of Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) from the American College in Bryn Mawr, Pennsylvania.  I also hold the designation of CLTC (Certified in Long-Term Care) from the Corporation for Long-Term Care Certification, Inc. in Newton, Massachusetts.  

                      I have been a proud resident of Orange County with my wife, Julia, for over 29 years, and therefore have a vested interest in seeing my friends and neighbors succeed.   I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information Eagle Strategies LLC and New York Life have to offer.

                      Neither New York life Insurance Company, nor Eagle Strategies LLC, or any of their representatives provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

                      Disclosure

                      David Boynton is an agent of and 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 AZ, CA (CA Insurance License #0A94679), CO, GA, ID, NV, OR, TN, TX, and WA. No insurance business may be conducted outside the states referenced.

                      David Boynton 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, 2020 Main St Fl 10, Irvine, CA, 92614, 949-797-2436. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, ID, NV, OR, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

                      David Boynton 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 AZ, CA, ID, NV, OR, UT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

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

                      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.​

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

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                      David  E. Boynton
                      • About Us
                        • About Eagle Strategies
                          • Focus
                            • Direction
                              • Commitment
                                • Lifetime Wealth Portfolios
                                  • My Background
                                  • Financial Solutions
                                    • Products
                                      • Our Services
                                        • Solutions
                                        • Resources
                                          • Calculators
                                          • Contact Us

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