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Sol R

Series 66

Albuquerque, NM

Eagle Strategies (NY Life)

Sol Rascon is a financial advisor with Eagle Strategies (NY Life) in Albuquerque, NM, holding a Series 66 designation and one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life, Syndicus Financial LLC, and experience in construction and education sectors. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages most assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Nicolas B

Series 63, Series 66

Albuquerque, NM

Eagle Strategies (NY Life)

Nicolas Baker is a financial advisor with Eagle Strategies (NY Life) in Albuquerque, NM, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked with multiple entities affiliated with New York Life since 2016 and is the owner of Mantis Kung Fu Academy, a martial arts school providing instruction to the public. Baker also serves as a board member of the Parker Center for Family Business, a nonprofit assisting family-owned businesses. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions across various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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