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Rodolfo V
Series 63, Series 66
El Paso, TX
Eagle Strategies (NY Life)
Rodolfo Valdez is a financial advisor with Eagle Strategies (NY Life) based in El Paso, TX. He holds Series 63 and Series 66 credentials and has three years of industry experience. Prior to his current role, Rodolfo worked at Money Tree Holdings and Jaguar Land Rover El Paso, among others. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary assets and fiduciary responsibilities to retirement investors.
Ismael C
Series 66
El Paso, TX
Eagle Strategies (NY Life)
Ismael Casillas Cuellar is a Series 66 licensed financial advisor with Eagle Strategies (NY Life) based in El Paso, TX. He has two years of industry experience, having held previous roles at Lincoln Financial Advisors, Northwestern Mutual, and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.
Alfredo G
Series 63, Series 65
El Paso, TX
Eagle Strategies (NY Life)
Alfredo Guerrero is a financial advisor with Eagle Strategies (NY Life) based in El Paso, TX. He holds Series 63 and Series 65 licenses and has eight years of industry experience, including roles at Transamerica Financial Advisors and World Financial Group. In addition to his advisory work, Guerrero teaches business courses at Dona Ana Community College and is a partner in Texas Star Steel LLC, a manufacturer of prefabricated metal buildings. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advice via multiple program types, with a significant portion of its assets managed on a non-discretionary basis.
Peter J
Series 63, Series 66
El Paso, TX
Eagle Strategies (NY Life)
Peter Jilkov is a financial advisor at Eagle Strategies (NY Life) based in El Paso, TX, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at West End Financial, LLC. Jilkov serves as a board member of the El Paso Tennis and Swim Club and is involved with the El Paso Independent School District Education Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and emphasizes tailored recommendations, managing a majority of its assets on a non-discretionary basis within the New York Life affiliate structure.
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