(916) 545-2212 JE.Legacy@gmail.com

About Us

Jeff Eschrich


My name is Jeff Eschrich, Managing Principal of Capital Bay, Inc.. I have extensive knowledge of the pressing issues facing investors today and have worked with a significant number of clients on developing personalized strategies by redirecting and position assets to increase returns and minimize tax consequences.

We have over a decade been highly successfully in achieving consistent results without risking portfolio accumulations or principal. Our focus is to secure, protect, and avoid risking you money in an uncertain economy and volatile market.

I bring over 18 years of experience in the retirement and insurance planning industry and am considered to be one of the top fixed and indexed annuity planning specialists in California. I am well-versed in asset protection, income, and tax planning; as well as risk management, and succession planning.

I also assist clients with complex estate planning and special needs trusts. Originally from Pittsburgh, PA I hold certifications as a Registered Financial Consultant and a Certified Estate Planner

About: Capital Bay, Inc.

Capital Bay, Inc. is a recognized industry leader when it comes to comprehensive insurance, retirement and estate planning solutions. For more than a decade, the partners of Capital Bay, Inc. and Capital Bay, Inc. Investors Services have helped direct clients throughout the United States meet and exceed their planning objectives.

We focus our planning on a “gain and retain” philosophy and are dedicated to protecting and preserving your assets. We are guided by the highest standards of integrity and professionalism so you can be confident that our recommendations will suit your personal circumstances. Tell us about your situation and let us build a customized plan to ensure your retirement goals are met. Our step-by-step process will provide you the peace of mind that you have made the right decisions to secure and protect your financial future.

We appreciate the opportunity to work with you.

Working together we can and will achieve your goals.


Email Address JE.Legacy@gmail.com

Contact Number: (916) 545-2212

Schedule Your Appointment with

Jeff Eschrich