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Zuri I

Series 63, Series 65

Lancaster, PA

Eagleview Asset Management, LLC

Zuri Idoeta is a financial advisor at Eagleview Asset Management, LLC with 32 years of industry experience. Prior to founding Eagleview in 2025, Idoeta spent over 20 years with Insight Securities, Inc. Outside of advising, Idoeta is the sole owner of Wampum LLC, an e-commerce business focused on reselling home goods and medical instruments. Eagleview Asset Management provides discretionary and non-discretionary portfolio management services primarily to individuals and high net worth clients. The firm employs a combination of fundamental, technical, and charting analysis, offering long- and short-term positions, options strategies, and periodic rebalancing.

Options & derivatives strategies
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