John (Birk) Farnum in

John (Birk) Farnum

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Financial Advisor at Eagle Strategies, LLC
📍 San Diego, California, United States

John (Birk) Farnum is a Financial Advisor with Eagle Strategies and New York Life in San Diego, focusing on holistic, client-centric financial planning. A graduate of the University of San Diego, he has been recognized by Forbes as a Best-in-State Financial Security Professional.

His background includes significant experience in cellular and molecular biology research at The Scripps Research Institute, which cultivated a strong analytical and intuitive mindset. He is passionate about helping people and creating tailor-made solutions for his clients financial needs.

Unique fact: He comes from a multi-generational line of insurance agents, a family legacy in the field that dates back over 120 years to his great-grandfather.

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Experience
19 Years
Current Role
Financial Advisor
Location
San Diego, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics John cares about

Legacy Protection
States that helping people protect their legacy is a passion that literally runs in his blood, stemming from his family's long history in the insurance business.
Holistic Financial Planning
His public business profile emphasizes a focus on client-centric and holistic financial planning, wealth management, and retirement planning, indicating a comprehensive approach.
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Career

Work history

1-2023
Financial Advisor
Eagle Strategies, LLC
3-2018
Financial Services Professional
NYLIFE Securities LLC
5-2017
Agent
New York Life Insurance Company
1-2015 - 11-2016
Senior Research Associate / Project Management / Product Development
Promosome LLC
2013 - 2015
Research Associate, Department of Cellular and Molecular Biology
The Scripps Research Institute
In the press

Media appearances

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Education
Bachelor of Science (B.S.)
University of San Diego
Chemistry
California State Polytechnic University-Pomona
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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