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 66
Experience Industry experience
22 years
Location
Phoenix, AZ 85086
Eagle Strategies (NY Life)
Enterprise
Charan Khurana is a financial advisor with Eagle Strategies (New York Life) based in Phoenix, AZ. He holds a Series 66 designation and has 22 years of industry experience. He has been with Eagle Strategies, New York Life Insurance Company, and Nylife Securities LLC since 2012. Outside of his advisory role, he is also involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing a substantial portion of assets on a non-discretionary basis.
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
Phoenix, AZ W Villa Cassandra Dr
2324 W Villa Cassandra Dr
Phoenix AZ 85086
Advisors at this office
1
Arizona
22 years of industry experience
Eagle Strategies (NY Life)
2012 - Present • 14 years
Scottsdale, AZ
New York Life Insurance Company
2012 - Present • 14 years
Scottsdale, AZ
NYLIFE Securities LLc
2012 - Present • 14 years
Scottsdale, AZ
USAA Financial Planning Services
2008 - 2012 • 4 years
Merrill
2004 - 2008 • 4 years
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.
Verified by Warmer
Series 65
Cave Creek, AZ
Atlas Wealth Management, LLC
Ronald Lang is a financial advisor at Atlas Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Atlas Wealth Management since 2012. In addition to his advisory role, he is involved with MajesticTrader.com LLC, a business he has been part of since 2010. Atlas Wealth Management primarily serves individual clients, including many high-net-worth households, as well as pension and retirement-plan sponsors. The firm offers portfolio management, financial planning, and ERISA retirement-plan advisory services, using fundamental and technical analysis to tailor portfolios to clients’ financial situations and risk tolerance.
Series 63, Series 65
Peoria, AZ
21:5 Advisors, LLC
Joel Beyer is a financial advisor at 21:5 Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Heritage Wealth Management and RFG Advisory. Beyer has been self-employed since 1989 and founded 21:5 Advisors in 2024. 21:5 Advisors provides investment management, comprehensive financial planning, and facilitates estate-planning document preparation through third-party technology platforms. The firm serves individuals, high-net-worth clients, charitable organizations, and businesses, employing a mix of passive and active investment strategies guided by modern portfolio theory and emphasizing integrated operational and cybersecurity planning.
Series 63, Series 65
Sun City West, AZ
Martin Financial Solutions, LLC
Peter Martin is the sole advisor at Martin Financial Solutions, LLC, an independent firm based in Sun City West, AZ. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, having led his firm since 2012. In addition to his advisory work, Martin is an independent insurance agent specializing in disability, life, accident, and health insurance. Martin Financial Solutions provides discretionary portfolio management and financial consulting to individuals, trusts, and estates. The firm focuses on asset allocation primarily using exchange-traded funds, incorporating fundamental, cyclical, and technical analysis, and also offers a bi-monthly economics newsletter on a subscription basis.
Series 65
Carefree, AZ
EP Wealth Management LLC
Noel Enokian is a financial advisor at EP Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Amrock, LLC and Renuance Cosmetic Surgery Center. Enokian is also licensed as an insurance agent and dedicates a portion of his time to selling various insurance products. EP Wealth Management LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients. The firm customizes portfolios based on client objectives and risk tolerances, utilizing strategies such as asset allocation, dollar-cost averaging, and technical analysis, and may engage unaffiliated sub-advisors to manage certain accounts.
CFP®, Series 63
Scottsdale, AZ
True Fiduciary Financial Advisors, LLC
Saul Medina is a CFP® professional with 13 years of experience in the financial services industry. He is the principal of True Fiduciary Financial Advisors, LLC and previously worked at Vanguard for seven years. Outside of his advisory role, he is also involved in real estate sales as a licensed Realtor. True Fiduciary Financial Advisors, LLC provides portfolio management and standalone financial planning primarily to individuals and high-net-worth clients. The firm uses modern portfolio theory with a long-term trading approach, employing mutual funds, equities, fixed income, and ETFs, and accepts both discretionary and non-discretionary mandates.
Series 63, Series 65
Glendale, AZ
Valhalla Advisors LLC
Jonmark Richardson is a financial advisor with Valhalla Advisors LLC in Glendale, AZ, holding Series 63 and Series 65 licenses and having five years of industry experience. He is also the owner of Financial Partners of America LLC, a licensed insurance agency. Richardson has been with Valhalla Advisors since 2020 and has maintained his role at Financial Partners of America since 2011. Valhalla Advisors serves individual and business clients with portfolio management, financial planning, and estate-planning services, offering both discretionary and non-discretionary management across a range of asset classes. The firm uses a combination of cyclical, fundamental, and technical analysis and employs strategies including derivatives and structured products to manage risk and income.
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