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 areas of expertise include estate conservation, retirement planning, wealth management, college funding, and insurance protection. 

She is a distinguished member of the New York Life Chairman’s Cabinet for production for the seventh consecutive year, most recently in 2025, and currently serves as the First Vice President of the Pacific Zone. Julia is also a member of the Nautilus Group Plus, specializing in advanced financial and estate planning, and serves as a Financial Adviser with Eagle Strategies LLC.

Recognized as one of the country’s top insurance professionals, she has been named to Forbes America’s Top 100 Financial Security Professionals list annually from 2021 through 2025. 

A Lifetime Member of the Million Dollar Round Table (MDRT) and a “Top of the Table” qualifier for 12 years, Julia is known for delivering best-in-class solutions. 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.

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

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/

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.)