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MEET STEVEN JOSH UY

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Steven Josh Uy, RICP®

Partner


Steven creates, implements, and monitors strategies that help his clients grow and transfer wealth. He guides them with the same transparency he would his own family, and his mission is to fully understand each client’s situation and goals so he can educate them and give them clear guidance about their options. By offering valuable insight and assistance managing their finances, he lifts a burden from his clients’ shoulders and allows them to focus on what’s important to them. He specializes in wealth accumulation strategies, retirement income distribution, and generational wealth transfer.

Growing up, Steven’s family didn’t have a clear understanding of finances or how to best prepare for their future, and this ultimately led him to choose a career in financial services. He attended the University of California, Riverside, and in 2016, just after graduation, he joined Foresters Financial, a fraternal benefits society headquartered in Canada. There he gained expertise in working with CA state employees to maximize their CalSTRS/PERS, 457, and 403b benefits. His client base grew, and in 2018, he moved to New York Life, allowing him to offer a more comprehensive service for his clients’ evolving needs. In 2020, he earned his Retirement Income Certified Professional® (RICP®) designation from the American College of Financial Services. He is currently pursuing the Chartered Financial Consultant® (ChFC®) designation and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the American College of Financial Services. He has a bachelor’s degree in economics and administrative studies. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and holds FINRA series 6, 63, 7, and 66 securities licenses.

In his free time, Steven enjoys playing and watching basketball. He is part of two adult leagues (“Back and Body Hurts” and “Net Profit”), and his favorite team is the Los Angeles Lakers. He also likes to fish, hike, camp, cook, and travel with his fiancée Joselyn and their friends. He and Joselyn got engaged in February of 2022 and are planning a wedding for April of 2023. Steven’s parents, Bernadette and Gervacio, emigrated from the Philippines, and he and his two sisters were all born and raised in Southern California. He currently lives in Duarte, California, and has a German Shepherd named Kobe.

Awards

  • Qualifying Member of Million Dollar Round Table (MDRT) – 2020, 2021, 2022

  • Member of New York Life’s Executive Council (2019, 2020) and President’s Council (2021)

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Dallas | Frisco | Pasadena

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chris@islandws.com

Disclosure

Christene Dino Hobbs 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 AZ, CA (CA Insurance License #0K51694), FL, GA, HI, IL, LA, MD, ME, TX, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Christene Dino Hobbs is licensed and authorized to offer insurance in California, but Island Wealth Strategies and Insurance Solutions, LLC may not be. For additional information on California licensure status, please click here.

Christene Dino Hobbs 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, 5005 Lyndon B Johnson Fwy Ste 1600, Dallas, TX, 75244, 972-774-2371. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, HI, IL, MD, NJ, NM, TN, TX, UT, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Christene Dino Hobbs 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, FL, GA, HI, IL, MD, NJ, NM, TN, TX, UT, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Island Wealth Strategies and Insurance Solutions, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Island Wealth Strategies and Insurance Solutions, LLC 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.

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Contact Us

chris@islandws.com
  • ABOUT
    • Our Team
    • Our Mission
    • Our Process
    • Our Typical Clients
  • EXPERTISE
    • Why Our Clients Choose Us
    • IWS Doctors
    • IWS Business Owners
    • Personal Solutions
    • Business Solutions
  • RESOURCES
    • Calculators
    • Helpful Links
    • Video Library
  • CLIENT LOGIN
  • CONTACT
  • SCHEDULE A CONSULTATION

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