Our Management Team
Please feel free to contact one of our management team members to learn more about New York Life.
Stephen G. Bakke, CLU®, ChFC®, CLF®
Managing Partner
stephenbakke@ft.newyorklife.com
714-255-5101
Stephen Bakke joined New York Life in 1974 after graduating from Central Washington University with a degree in Sociology and Psychology. After serving as an Office Manager for six years, I decided to enter sales with New York Life. My desire was to gain more control over my destiny and to have an entrepreneurial opportunity. After 5 years in second line management in Portland OR, I took over the Greater Oregon General Office headquarters in Salem, OR. After 12 years in Oregon I was transferred to the Fullerton General Office. I cannot imagine any other career that gives me the opportunity to make the income I want to make and still help people. I am thrilled that my career has also allowed me to give back to my community. I have served on the Board of Trustees for the Oregon Chapter of Leukemia Society and Planned Giving Council for the Oregon Health Science University. In California I am a volunteer and organizer for Comfort Zone Camp. My industry involvement is reflected in my service as past President of the General Agents and Managers Association of Oregon and the Society of Financial Services Professionals -Willamette Chapter and member of the Willamette Estate Planning Council. Now in California, I am a member of the North Orange Chapter of the National Association of Insurance and Financial Advisors.
Santosh Misra, MBA, CLU®, CLF®
Senior Partner
santoshmisra@ft.newyorklife.com
714-255-5148
Santosh Misra, originally from Cuttack, India, joined New York Life as an agent in 1987 and joined the management team as Sales Manager in 1990, got promoted to Managing Partner in 1996 and transferred to the Fullerton General Office as Senior Partner in 1999. Santosh has a Master of Business Administration and a Bachelor of Laws and a Bachelor in Mechanical Engineering. He has his Series 6, 63, 7, 22 and 24. During the course of his New York Life career, he has earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Certified Financial PlannerTM designations. Santosh is responsible for recruiting and developing financial professionals that provide services in the areas of retirement planning, college funding, estate planning, buy/sell agreements, executive bonus plans, deferred compensation, 401(k) rollover to IRA, Long Term Care planning and survivor planning with use of Life Insurance. He and his wife,, Kabita, reside in Chino Hills, CA. They have three boys, Sudeep, Sunita and Sidhartha.
Sherry Lin, LUTCF
Senior Partner
lins@ft.newyorklife.com
714-255-5151
Sherry Lin is of Chinese descent and was born in South Korea. She joined New York Life as an Agent in 2003, and then the management team as Partner in 2006, and was recently promoted to Senior Partner, becoming our second Senior Partner in the Fullerton General Office. She graduated from National Chung Chi University in Taiwan where she majored in International Trade. During the course of her New York Life career, she earned her Life Underwriter Training Charter Fellow (LUTCF) designation. She has her Series 6, 63, 7 and 26. Sherry qualified for Executive Council in 2004 and 2005. Prior to joining New York Life, she was a restaurant owner. Sherry is responsible for recruiting and developing financial professionals that provide services in the areas of retirement planning, college funding, estate planning, buy/sell agreements, executive bonus plans, deferred compensation, 401(k) rollover to IRA, Long Term Care planning and survivor planning with use of Life Insurance. She is currently a board member of Diamond Bar Chinese American Associated and President of the PTA at Diamond Bar Chinese School. Sherry enjoys the outdoors and golfing. She and her husband Vincent reside in Chino Hills, CA with their two boys, William and Michael.
Bernie Zhu, LUTCF
Partner
bzhu@ft.newyorklife.com
714-255-5149
Bernie Zhu, originally from the People’s Republic of China, joined New York Life in 2003 and joined the management team in 2006. During the course of his career Bernie has earned his LUTCF designation and qualified for Executive Council. Bernie has a Bachelors of Science from South China University of Technology and a Master of Business in Administration. Prior to joining New York Life, Bernie was a Software Engineer. Bernie is responsible for recruiting and developing financial professionals that provide services in the areas of retirement planning, college funding, estate planning, buy sell agreements, executive bonus plans, deferred compensation, 401(k) rollover to IRA, Long Term Care planning and survivor planning with use of Life Insurance. Bernie is Chairman of the All America Chinese Youth Federation. Bernie and wife, Doreen, reside in Corona, CA. They have one daughter, Allena Zhu.
May Cheng, LUTCF
Partner
mzcheng@ft.newyorklife.com
714-255-5150
May Cheng originally from People’s Republic of China, joined New York Life as an agent in 2003, and joined the management team as partner in 2006. Graduated from the University of Southern California and earned a Master of Arts in International Relations. During the course of her New York Life career, she earned her Life Underwriter Training Charter Fellow (LUTCF) designation. She has her Series 6, 63, 7 and 26. May is responsible for recruiting and developing financial professionals that provide services in the areas of retirement planning, college funding, estate planning, buy sell agreements, executive bonus plans, deferred compensation, 401(k) roll over to IRA, Long Term Care planning and survivor planning with use of Life Insurance. She is currently Vice Chairman of Hubei American Association, Vice Chairman of Shen Zhen American Association and Vice Chairman of Sino – American Women Association.
Nazih Yehya, CLTC
Partner
nyehya@ft.newyorklife.com
(714) 255-5135
Nazih Yehya originally from Lebanon, joined New York Life as an agent in 2006 and joined the management team in 2008. Graduated from Cal State Fullerton, and earned a Bachelor in Business Administration and with a Finance concentration. During the course of his New York Life career, he earned the following designations Life Underwriter Training Charter Fellow and Certified in Long Term Care(CLTC). Nazih qualified for Council 2007 and 2008. Prior to joining New York Life he was the managing partner of Mimi Café Restaurant, in charge of opening new locations, hiring, training and oversight all restaurant functions. Nazih is responsible for recruiting and developing financial professionals that provide services in the areas of retirement planning, college funding, estate planning, buy/sell agreements, executive bonus plans, deferred compensation, 401(k) rollover to IRA, Long Term Care planning and survivor planning with use of Life Insurance. He is currently a board member of the Network of Arab American Professional. Nazih enjoys flying, playing sports with his kids and enjoys cooking. He and his wife, Paska, reside in Yorba Linda, CA with their three children.
Monica Escobar Rangel, LUTCF, CLTC
Partner
merangel@ft.newyorklife.com
(714) 255-7137
Monica Rangel, born in Mexico, raised in Anaheim, CA, joined New York Life as an agent in 2006 and joined the management team in 2009. Prior to joining New York Life she was the District Executive of the Boy Scouts of America, Business Development for Credit Union and Computer Hardware Sales person while going to school fulltime to Cal State Fullerton, graduated with a Bachelor of Arts with an emphasis in Business Administration and Communications. During the course of her career she has earned the following designations, Life Underwriter Training Charter Fellow (LUTCF) and Certified in Long Term Care (CLTC), as an agent, Monica qualified for Executive Council in 2006, 2007 and 2008. Monica is responsible for recruiting and developing financial professionals that provide services in the areas of retirement planning, college funding, estate planning, buy/sell agreements, executive bonus plans, deferred compensation, 401(k) rollover to IRA, Long Term Care planning and survivor planning with use of Life Insurance. She currently serves as board member of the Boys and Girls Club of Santa Ana, District Vice-Chairman of the Boy Scouts of America, in the job committee for St. Clara’s Catholic Church, member of the Las Comadres and is involved with the Comfort Zone Camp, a bereavement camp for children, where she acts as a “Big Buddy” for the children campers. Monica enjoys volunteering, scrapbooks, reading and walking. Monica and husband, Esteban, reside in Anaheim Hills, CA.
Doug Brown, CLU®, ChFC®, CFP®, LUTCF, MSFS
Senior Director of Training
douglasbrown@ft.newyorklife.com
714-255-5138
Douglas Brown joined New York Life as an agent in 1980 after graduating from Cal State Fullerton and joined the management team in 1984. Graduated with a Bachelor of Arts with a triple emphasis in Marketing, Management and Finance. During the course of his career, he earned the following designations: Master of Science in Financial Services (MSFS), Life Underwriter Training Council Fellow (LUTCF), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Certified Financial Planner (CFPTM). Doug is responsible for delivering the New York Life Training Program to agents, assists them in case design, provides business coaching, assists in advanced case development, supports Partners in the development of their agents, and serves as a faculty member at New York Life’s Dallas Campus. He is currently the President of the North Orange County Chapter of the National Association of Insurance and Financial Advisors. Doug is a boating enthusiast and especially enjoys water skiing, tennis, bowling, and photography. Doug and his wife also coach couples on the use of communication skills to enhance their marital relationship. Doug and his wife, Jody, live in Yorba Linda, CA. They have two daughters, Christa and Lindsay and two grandchildren, Tommy and Grace.
Maile M. Oliveira, CLU®
AVP- G.O. Administration
moliveira@ft.newewyorklife.com
714-255-5167
Originally from Oahu, Hawaii, Maile Oliveira began her career with New York Life in 2002 in the Administrative Manager Training program in the Greater Oregon General Office. She was appointed as Administrative Manager of the Tacoma General Office in 2004, and joined the Fullerton General Office in 2006. Maile graduated from Oregon State University with a Bachelor of Arts in Business Administration. During the course of her career, she earned her Chartered Life Underwriter (CLU®) designation. Maile is responsible for the supervision of 13 employees and oversight of all administrative functions, including new business application processing and related accounting, agent contracting and licensing, and service to agents. Maile is involved in the Comfort Zone Camp, a bereavement camp for children, where she acts as a “Big Buddy” for the children campers. Maile enjoys going to the beach, reading, shopping, and spending time with friends and family. Maile and her husband, Alex, reside in Chino Hills, CA.
Earl Lovett
Senior Agency Standards
elovett@ft.newyorklife.com
714-255-5141
Earl Lovett, originally from Mobile, Alabama joined New York Life is 1991, and joined the management team in 2001. During the course of his career Earl qualified for Executive Council, Million Dollar Round Table (MRDT) and was awarded the National Sales Achievement Award. Earl has an Associate of Arts; Bachelor of Arts; and certificate of merit from USC School of Business. Prior to joining New York Life, Earl was a business owner of a distribution company. Earl is responsible for administrating annual supervisory interviews and inspections, auditing field development folders, developing and distributing procedure guidelines, conducting management and agents regulatory and compliance training, complaint log handling, screening and facilitating all submission material prior to submission, works closely with the Managing Partner, Home Office and Zone on disciplinary action issues and maintains 3010, gift and 1099 logs. Earl is a Councilman of the San Pedro Region of the Archdiocese of Los Angeles. He and his wife, Mary, reside in Long Beach, CA. They have one daughter, Akemi, and a grandson, Amir.
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