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 65, Series 63
Experience Industry experience
11 years
Location
Palm Desert, CA
Eagle Strategies (NY Life)
Enterprise
Sylvestre Beltran is a financial advisor with Eagle Strategies (NY Life) based in Palm Desert, CA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His career includes roles at JPMorgan Securities LLC and New York Life Insurance Company. He is also involved in insurance brokering, assisting clients with insurance options outside those offered by New York Life. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, charitable organizations, and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through various program types, emphasizing tailored recommendations and primarily managing 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
Palm Desert, CA
Palm Desert CA
Advisors at this office
1
California
11 years of industry experience
Eagle Strategies (NY Life)
2023 - Present • 3 years
Riverside, CA
NYLIFE Securities LLC
2020 - Present • 6 years
Riverside, CA
New York Life Insurance CO.
2020 - Present • 6 years
Riverside, CA
California Baptist University
2020 - Present • 6 years
Riverside, CA
Unemployed
2018 - 2020 • 2 years
Coachella, CA
California State University San Bernardino
2015 - 2019 • 4 years
Palm Desert, CA
JPMorgan Securities LLC
2012 - 2018 • 6 years
Palm Springs, CA
JPMorgan Chase Bank
2011 - 2018 • 7 years
Palm Springs, 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.
Verified by Warmer
Series 7, Series 66
Palm Desert, CA
Morgan Stanley
Lori Frymark is a financial advisor with Morgan Stanley in Palm Desert, CA, holding a Series 7 and 66 designation and 21 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside broader investment and trading activities.
CFP®, Series 63, Series 66
Palm Desert, CA
Pamela Plick Wealth Management LLC
Pamela Plick is a CFP® professional with 17 years of industry experience, operating through her independent firm, Pamela Plick Wealth Management LLC, in Palm Desert, CA. She has been the sole advisor at her firm since 2011. Outside of her advisory work, she provides financial counseling for military personnel and offers money coaching focused on educational purposes. Her firm advises individual clients with fee-only portfolio management and financial planning services, primarily on a non-discretionary basis. The firm builds customized portfolios using asset allocation and fundamental analysis and also offers educational seminars and workshops alongside one-on-one services.
Series 63, Series 66
Cathedral City, CA
Winslow Drake, Inc.
Haddon Libby is a financial advisor at Winslow Drake, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Winslow Drake since 2017, following previous roles at Calton & Associates, Inc. and Banc Of America Investment Services, Inc. Libby served as president of the Cathedral City Chamber of Commerce in 2020 and contributes as a writer to a local weekly newspaper. Winslow Drake serves individuals, trusts, estates, corporations, and charitable organizations, providing discretionary portfolio management and financial planning. The firm uses fundamental, technical, and quantitative analysis to build customized portfolios and supports ERISA-governed retirement plans with education and enrollment services.
Series 63, Series 65
Indio, CA
George Hill Asset Management, LLC
George Hill is the sole principal of George Hill Asset Management, LLC, an independent firm based in Indio, CA. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has managed his current firm since 2016. George Hill Asset Management provides discretionary and non-discretionary portfolio management and investment advice primarily to high-net-worth individuals. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing both fundamental and technical analysis with a focus on a small number of client relationships.
CFP®, CFA®, Series 63
Rancho Mirage, CA
Stoke Capital
Robert Piano is a financial advisor at Stoke Capital in Rancho Mirage, CA, holding CFP® and CFA® designations with 30 years of industry experience. He has been with Stoke Capital since 1995. Stoke Capital provides investment supervisory services and consulting to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm emphasizes Modern Portfolio Theory and strategic asset allocation, using academic research and global diversification to manage long-term, buy-and-hold portfolios with periodic rebalancing, and employs option strategies to address tax and liquidity considerations.
CFP®, Series 63, Series 65
Palm Desert, CA
Desert Financial Planning
Nolan Saini is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Desert Financial Planning since 2017. He previously worked at Ameriprise Financial Services and Global View Capital Management. Outside of his advisory role, Nolan provides educational tutoring to students ranging from elementary to college level. Desert Financial Planning is an independent firm offering fee-based investment management and comprehensive financial planning to individual investors, plan sponsors, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy and provides qualified retirement plan consulting, including fiduciary services under ERISA.
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