Meet Julia

Julia (Chu-Ling) Hsiao, J.D., LL.M.

Financial Advisor

CA Insurance Lic. #0B43293

Julia Hsiao, has been dedicated to helping clients achieve their financial goals since 1997, providing personalized insurance and financial strategies for both personal and business needs. Her area of expertise includes estate conservation, retirement planning, wealth management, college funding, insurance protection, and more.

She is a distinguished member of the New York Life Chairman’s Cabinet for the seventh consecutive year, most recently in 2025. Julia is also a member agent of the Nautilus Group Plus, a service of New York Life, specializing in financial and estate planning and serves as a Financial Adviser for Eagle Strategies LLC. Recognized as one of the country’s top financial security professionals, she has been named to Forbes America’s Top 100 Financial Security Professionals list annually from 2021-2025.

As a Lifetime Member of the Million Dollar Round Table (MDRT) and a “Top of the Table” qualifier for 12 years, Julia is known for delivers best-in-class solution. Her deep knowledge and decades of experience have made her a trusted advisor to high-net-worth individuals, families, and business owners. She is committed to crafting comprehensive strategies that address each client’s unique financial goals and challenges.

Beyond her professional accomplishments, Julia has been deeply involved in her community for over twenty years. She has actively participated in various organizations, made significant charitable contributions, and hosted numerous seminars on estate and financial planning, as well as other topics of general interest, reflecting her strong commitment to giving back to society.

Education & Designations

• 1983 National Taiwan University, School of Law, LL.B.

• 1996 Lincoln Law School, J.D.

• 2001 Golden Gate University, School of Law, LL.M., Master Degree in Taxation

• Registered Representative of NYLIFE Securities LLC 

• Financial Adviser, Eagle Strategies LLC, A Registered Investment Adviser

• California State Bar Association Member since 1998

•  Silicon Valley Life Insurance and Financial Advisor Association Member since 1998

Achievements

• New York Life Council Chairman’s Cabinet (top 50 agents in the company) in 2019 - 2025 (which is the highest level of production in the company)

• New York Life Council Agent since 1998

• Million Dollar Round Table (MDRT) Top of the Table 2009, 2011, 2016 - 2025

• MDRT Court of the Table and Qualifying & Life member

• Forbes America’s Top 100 Financial Security Professionals 2021-2025

• Forbes America’s Top 100 Financial Security Professionals Best in the state of CA 2022-2025

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

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.

Read more about the Forbes SHOOK®Research Top Financial Security Professionals list and the ranking methodology here: https:// www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/

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