As a Financial Advisor with Eagle Strategies LLC, my mission is to help my clients make well-informed decisions to secure their financial future. As a proud resident of San Francisco for over 25 years, I enjoy serving our community with over two decades of experience in financial services. I have many of the same hopes and aspirations as my clients and am happy to share with them all the resources and information we have to offer.I help my clients bring their business, personal, and financial goals into focus and then recommend actions to meet those goals. Working exclusively with owners of privately held businesses, corporate executives, and high net worth individuals, I service the asset management and estate/business succession needs of my clients: I specialize in the area of insurance & investment planning, retirement, and estate/legacy planning. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed Financial Adviser with Eagle Strategies LLC and a licensed agent to sell insurance through New York Life Insurance Company. In addition to my 21 years of experience in financial services, I hold the designation of CFA "(Chartered Financial Analyst)" from CFA Institute and have participated in New York Life's well-known training program, NYLIC UniversityOf course, my background isn't really the one that matters. To be the best possible advisor, I've found that getting to know my clients – their hopes, dreams and, goals for the future – is the most important first 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 New York life Insurance Company, nor Eagle Strategies LLC, or any of their representatives provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.