Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
19 years
Location
Olympia, WA 98502
Eagle Strategies (NY Life)
Enterprise
Andrew Hooper is a financial advisor with Eagle Strategies (NY Life) based in Olympia, WA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include work with New York Life Insurance Company and Nylife Securities, and he is involved in several business ventures including blacksmith tools manufacturing and leading an obstacle course racing social media group. Hooper also serves as Chairman of the Board at Summit Pacific Medical Center. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Olympia, WA
2116 Caton Way SW, Ste 101
Olympia WA 98502
Advisors at this office
1
Texas · Washington
19 years of industry experience
Mahoney Financial Organization, LLC
2024 - Present • 2 years
Montesano, WA
Breakthrough Blades
2023 - Present • 3 years
McCleary, WA
Eagle Strategies (NY Life)
2020 - Present • 6 years
Olympia, WA
Hooper Insurance Services
2019 - Present • 7 years
Olympia, WA
Hooper Financial
2013 - Present • 13 years
Montesano, WA
Nylife Securities
2006 - Present • 20 years
Puyallup, WA
New York Life Insurance Company
2006 - Present • 20 years
Tacoma, WA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Olympia, WA
Rainier Capital Investments LLC
Chase Munoz is a financial advisor with Rainier Capital Investments LLC in Olympia, WA, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Key Investment Services and Ameriprise Financial Services Inc. Outside of advisory work, he is a managing member of Puzzle Investors, LLC, a real estate business. Rainier Capital Investments LLC is a single-advisor registered investment adviser serving individuals and high net worth clients. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing a variety of investment instruments and model portfolios developed by unaffiliated managers.
CFP®, Series 63, Series 65
Olympia, WA
Cruz Wealth Management, LLC
Angel Cruz is a CFP®-designated financial advisor with 20 years of industry experience. He has operated Cruz Registered Investment Advisor, LLC since 2008. Cruz Wealth Management, LLC provides personal financial planning and discretionary investment management to individuals, families, trusts, estates, and related entities, including small family businesses. The firm uses a value-oriented, strategic asset allocation approach combined with fundamental and technical analysis to create customized portfolios, managing approximately $3.91 million for 18 clients.
CFP®, Series 63, Series 65
Olympia, WA
Wilhelm Financial Services, PLLC
Bret Wilhelm is a CFP® with 25 years of industry experience and the sole advisor at Wilhelm Financial Services, PLLC, an independent firm he has led since 2000 in Olympia, WA. Wilhelm Financial Services primarily serves individual clients by providing portfolio management, comprehensive financial planning, and asset-tracking services tailored to each client’s circumstances. The firm emphasizes nondiscretionary management, using mutual funds, index funds, and occasional individual securities, with a focus on a concentrated number of high-balance accounts.
Series 63, Series 65
Olympia, WA
Sawston Wealth Management LLC
Colleen Gillespie is a financial advisor at Sawston Wealth Management LLC with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has led Sawston Wealth Management since 2015. Gillespie serves as Chair of the Board of Trustees at Capital Medical Center, is a Pastoral Council Member at St. Michael Parish, and was President-Elect of the Rotary Club of Olympia. Sawston Wealth Management LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities through portfolio management, financial planning, pension consulting, and an algorithm-driven service called SawstonDirect. The firm employs a long-term investment approach combining fundamental, cyclical, and quantitative analysis with modern portfolio theory, managing assets in-house and requiring client custody through Charles Schwab Institutional.
Series 63, Series 65
Olympia, WA
Cooper Point Advisors LLC
Laurence Poplack is a financial advisor at Cooper Point Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cooper Point Advisors since 2004. Cooper Point Advisors LLC is an independent Registered Investment Adviser serving individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm emphasizes long-term, strategic asset allocation using exchange-traded funds and diversified portfolios of stocks, bonds, and mutual funds, managing accounts primarily on a non-discretionary basis with client approval for trades and changes.
Series 65
Olympia, WA
Berets Financial Services LLC
Lantz Berets is a financial advisor with Berets Financial Services LLC in Olympia, WA, holding a Series 65 license and six years of industry experience. Prior to his advisory career, he worked in music and arts-related roles for over 16 years and continues to teach bassoon lessons privately. Berets Financial Services LLC offers fee-only financial planning and discretionary investment management to individuals, trusts, and estates. The firm emphasizes written client goals and portfolio construction using fundamental and technical analysis, with ongoing reviews conducted at least quarterly.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")