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Nathan S

CFP®, ChFC®, Series 63

Artesia, NM

Eagle Strategies (NY Life)

Nathan Sebesta is a CFP® and ChFC® affiliated with Eagle Strategies (NY Life) and has 10 years of industry experience. He has held roles at multiple financial services firms, including Access Benefit Services, Access Wealth Strategies, and NYlife Securities LLC. Outside of his advisory work, he is involved in family-related land and oil royalty management through private LLCs. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services. The firm provides customized advice through various program types, emphasizing non-discretionary asset management and fiduciary responsibilities to both individual and institutional clients.

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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