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
ChFC®, Series 63
Experience Industry experience
16 years
Location
Yuba City, CA 95991
Eagle Strategies (NY Life)
Enterprise
Sean Andersen is a ChFC® credentialed financial advisor with 15 years of industry experience. He is affiliated with Eagle Strategies (New York Life) and has held roles at related entities since 2012. Andersen serves as a board member of Estate Planning Professionals Yuba Sutter, a local organization that facilitates collaboration among estate planning professionals. 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 offers multiple program types tailored to client objectives, with the majority of assets managed 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
Yuba City, CA
718 Bridge St, Unit A
Yuba City CA 95991
Advisors at this office
1
California · Texas
16 years of industry experience
Aligned Insurance and Financial Solutions
2022 - Present • 4 years
Yuba City, CA
Eagle Strategies (NY Life)
2017 - Present • 9 years
Yuba City, CA
Nylife Securities LLc
2012 - Present • 14 years
Roseville, CA
New York Life insurance Company
2012 - Present • 14 years
Roseville, CA
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 65
Browns Valley, CA
Mills Financial Group
Michael Mills is the principal of Mills Financial Group, an independent advisory firm based in Browns Valley, CA. He holds a Series 65 designation and has four years of industry experience, including roles at Jackson Hewitt and healthcare organizations prior to founding his firm. Mills Financial Group offers accounting, tax preparation, financial management, and investment advising services. The firm serves individuals, charitable organizations, and small businesses, providing investment advisory and financial planning with a primarily passive, low-cost investment approach. It also offers in-house accounting and seasonal tax services, educational seminars, and a recurring newsletter, delivering a combination of investment management and business consulting tailored to client-specific goals.
CFA®, Series 63
Yuba City, CA
Baer Investment Advisory LLC
Darel Baer is a CFA® charterholder with 32 years of industry experience. He is the principal of Baer Investment Advisory LLC in Yuba City, CA, where he has worked since 2007. Baer Investment Advisory LLC provides discretionary portfolio management to individuals, high-net-worth clients, trusts, and corporations, creating customized Investment Policy Statements and implementing tailored model portfolios. The firm employs a blend of fundamental, technical, cyclical, and quantitative analysis, utilizing both long- and short-term trading strategies along with options and margin, and manages approximately $126.7 million in discretionary assets.
Series 63, Series 66
Yuba City, CA
International Assets Investment Management, LLC
Sunil Tumber is a financial advisor with International Assets Investment Management, LLC. He holds the Series 63 and Series 66 designations and has three years of industry experience, including prior roles at Edward Jones and Mechanics Bank. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm offers customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and also provides access to third-party money managers, retirement plan advisory, and financial planning services.
CFP®, ChFC®, Series 66
Yuba City, CA
International Assets Investment Management, LLC
Thaddeus Eubanks is a financial advisor at International Assets Investment Management, LLC with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining International Assets in 2026, he worked at Edward Jones for 15 years. Eubanks serves as a board member of the Sutter Yuba Community Foundation and owns Barrel ZONE LLC, a youth sports training facility in Sacramento. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using various investment vehicles and may utilize third-party money managers and wrap programs as part of its strategy.
Series 65
Marysville, CA
Earned Wealth Advisors, LLC
Devon Hunter is a financial advisor at Earned Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Earned Wealth Advisors, he worked at Focus Partners Wealth, LLC and Hoyle Cohen LLC. His background also includes roles outside of finance at Paul Durham Electric and James Cook Languages SRO. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, combining independent investment managers and model portfolios with a buy-and-hold investment approach supported by financial planning techniques.
Series 63, Series 65
Browns Valley, CA
RMR Wealth Builders, Inc.
Christopher Hacker is a financial advisor with RMR Wealth Builders, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining RMR Wealth Builders in 2022, he worked at Calton & Associates, Inc. and Titan Retirement Advisors LLC. Outside of his advisory role, he owns Conquer-U, LLC, a business and life coaching firm focused on mentoring individuals on business-life balance. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, organizing client relationships around registered investment adviser representatives who implement model-based strategies with periodic reviews and rebalancing.
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