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Amit Munshi

Amit Munshi completed his undergraduate degree in finance and MBA with a concentration in Investments from the University of San Francisco. His financial services practice began in 1976. In his first year, Amit achieved the independent, global ranking of Million Dollar Round Table, “The Premier Association of Financial Professionals, recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. " For over 40 years, Amit has been helping individuals, families, and business owners, often for multiple generations, protect and manage their wealth through incorporation of comprehensive financial strategies.

His team has been proudly serving residents of the Bay Area community for 40+ years, and therefore has a vested interest in seeing our clients and our community, many of whom are friends and family, succeed. In his spare time, Amit enjoys reading, traveling the world, going to the gym, and spending time with his grandchildren.

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Alejandro Caminos

Along the path of financial success many people fall by the wayside. We help you get to the top. Intuition, innovation and intelligence are our core tools in designing and implementing your plan to manage risk and rewards along the way.

Alejandro Caminos is a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser and has over 21 years experience in financial advisory, wealth management, private asset management, risk mitigation, banking and investment banking services for governments, local governments, private entities and international development agencies (U.S. and E.U.). He is experienced in the trading of domestic and foreign bond and equity markets. Alejandro has more than seven years as head of regional offices for both large foreign and regional commercial and investment banks assisting in the developing presence in the Western U.S. He is fluent and able to transact business comfortably in Spanish (oral and written).

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Swapan Munshi

Before joining New York Life as an Agent,  Swapan Munshi worked in forensic mental health for 10 years. He consulted, managed, and worked for the United States Department of Veteran's Affairs, California Department of Corrections and Rehabilitation, San Jose State University, and multiple private and non-profit organizations. He specialized in mindfulness based interventions and cognitive behavioral strategies. In conjunction with SJSU, he assisted in publishing research on the outcomes of his yoga and meditation programs facilitated in the California prison system.

Swapan sincerely believes that most people want to do what's right: right for themselves, right for their families, and right for their communities. That's one of the reasons he joined New York Life.  Swapan wanted the opportunity to work somewhere that made it easy for other people to do what was right financially, and more importantly, made it easy for him to assist them with the most intelligent wealth protection, retirement, business, and estate strategies available.

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Zeus Kajita

Zeus is a Financial Services Professional for NYLIFE Securities LLC (Memebr FINRA/SIPC), a Licensed Insurance Agency, with a dedicated vision to helping his clients in protecting and preserving their assets through creative and customized business and estate planning. Through his passion of dealing with real estate and business owners around the world, Zeus offers a comprehensive approach designed strategically for each client based on their needs and goals.

He enjoys spending time with his wife and daughter, traveling around the world, playing soccer and cooking international cuisines. 

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Eric Ching

Eric is a Financial Services Professional with NYLIFE Securities, LLC.

Eric has a passion for educating others and has spent his entire professional career doing so.  He earned his Master’s at the University of the Pacific.

He focuses on helping people accomplish what is most important to them.  Eric communicates expert economic and statistical information to help clients transition between life’s financial roles and stages.

Eric understands all of his clients have dynamic and rich lives which can’t be reduced to numbers on a page. His recommendations and planning honor that understanding. He has specialized knowledge guiding professionals in the medical field to seize unique opportunities and avoid pitfalls specific to the industry.

Eric’s pride and joy is found with his beautiful wife, Thuy and their young children, Isaac and Gerald.  If he is not with the family or in the office he will be found working on his classic car, playing tennis or ping-pong.

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Rafael Musni

San Francisco native Rafael Musni began his financial practice in 2012. As a Financial Services Professional with NYLIFE Securities, LLC, he takes pride in keeping a upbeat and positive attitude while assisting clients with their financial needs. Rafael can help you meet numerous insurance and financial needs, including, but not limited to, college funding, retirement, managing costs for extended periods of care and lifetime income strategies. His area of expertise is to analyze your needs and recommend appropriate strategies.

Rafael has a wife and three children. Although he is always busy, Rafael always finds time for his clients and others seeking help. Rafael always take to time to ask how things are going.

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We are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life has received the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), Standard & Poor's (AA+). (Source: Individual Third-Party Ratings Reports as of 7/30/18)

Advanced Planning Group Logo

The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial service, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Amit Munshi, Alejandro Caminos, Eric Ching, Rafael Musni and Zeus Kajita can bring experience, value and insight to your situation. The Advanced Planning Group does not provide specific legal, tax or accounting advice.

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Financial advisors for Eagle Strategies LLC, a registered investment advisor, provide fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.

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