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Pantelis X

Series 63, Series 65

Chicago, IL

Eagle Strategies (NY Life)

Pantelis Xidias is a financial advisor with Eagle Strategies (NY Life) in Chicago, IL, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked with several firms including NYLIFE Securities LLC, New York Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, he is involved in managing workflow at Apex Auto Care, an automotive repair business. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple advisory program types and primarily manages 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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Joyce Y

Series 63, Series 65

Chicago, IL

Eagle Strategies (NY Life)

Joyce Yoo is a financial advisor with Eagle Strategies (NY Life) based in Chicago, IL, holding Series 63 and Series 65 licenses and having 16 years of industry experience. She has worked with New York Life Insurance Company and Nylife Securities LLC since 2013 and operates Wisely Financial Strategies and Insurance Solutions. Outside of her advisory role, she is involved with Soar City Inc., a nonprofit focused on teaching extracurricular activities to underprivileged youth. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored solutions utilizing multiple program types, with the majority of its assets managed 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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Vladimir G

CFP®, Series 63

Chigao, IL

Eagle Strategies (NY Life)

Vladimir Gusinsky is a CFP® with 39 years of industry experience, currently affiliated with Eagle Strategies (NY Life) since 2010. He has a long tenure with New York Life and its related entities dating back to 1987, and has been involved with Capital Resources Group, Inc. since 1986. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives, managing 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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