My Background

 

 

As a Financial Advisor with Eagle Strategies LLC, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back in 2008 in the midst of economic turmoil. After ten years working in mergers and acquisitions advisory, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me do right by them.

You can take comfort in the fact that I have been a proud resident of the San Gabriel Valley community for nine years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving father and husband, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.

Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent and adviser able to sell financial plans, insurance*, financial products. In addition to my many of experience, I Bachelors of Science from San Francisco State University and am a graduate of New York Life's training program, NYLIC University, and have been recognized by my industry as a consistent member of The Million Dollar Round Table.**

Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.

Neither Eagle Strategies LLC, nor its financial advisors, provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

*Any insurance recommendation or advice is given solely in an Investment Adviser Representative's role as an agent of New York Life Insurance Company or New York Life Insurance and Annuity Corporation.

**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

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