Building, Protecting, and

Preserving Assets

Since 1986

Please click here to view a video about who we are as a team of financial professionals. 

At Magbitang Financial & Insurance Solutions, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Magbitang Financial comes in. We're trained, licensed professionals, and we can draw on years of insurance, investment and estate planning experience in creating a long-term strategy for our clients. 

This site will not only introduce you to our company philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of insurance, investment and estate planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Contact us for a consultation at (925) 552-7152 or e-mail magbitangjm@ft.nyl.com. 

Emma M. Magbitang is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of California (CA Ins Lic #0810892) and Nevada. No insurance business may be conducted outside these states referenced.

John Erwin "E.J." M. Magbitang, LUTCF is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the state of California (CA Ins Lic #0D37634). No insurance business may be conducted outside the state referenced.

Julius Elmer "Joel" M. Magbitang, CFP®, LUTCF is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of California (CA Ins Lic #0D35676) and Masachussets. No insurance business may be conducted outside these states referenced.

Julius Elmer "Joel" M. Magbitang, CFP®, LUTCF is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 3000 Danville Boulevard, Suite L, Alamo, CA, 94507, 415.393-6060. In this regard, this communication is strictly intended for individuals residing in the state of California. No offers may be made or accepted from any resident outside the specific states of California.

Magbitang Financialand & Insurance Solutions is not owned nor operated by NYLIFE Securities LLC or its affiliates. 

Julius Elmer " Joel" M agbitang, CFP®, LUTCF is licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.

Julius Elmer "Joel' M. Magbitang, CFP®, LUTCF is also separately registered as an investment adviser representative ("IAR") under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of California. As such, these services are strictly intended for individuals residing in state of California.