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Pablo M
ChFC®, Series 63, Series 66
El Paso, TX
Eagle Strategies (NY Life)
Pablo Magdaleno Carlos is a financial advisor with Eagle Strategies (NY Life) based in El Paso, TX, holding the ChFC® designation and securities licenses Series 63 and 66. He has nine years of industry experience and has held roles at Crown Wealth Strategies LLC, Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Co. He serves in leadership and finance committee roles on the boards of several local nonprofit organizations focused on children's health and bereavement support. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional clients, and plan sponsors. The firm delivers tailored advice through multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Elizabeth D
Series 63, Series 66
El Paso, TX
Eagle Strategies (NY Life)
Elizabeth Dipp Metzger is a financial advisor with Eagle Strategies (New York Life) based in El Paso, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been affiliated with Eagle Strategies since 2011 and also maintains roles with Crown Wealth Advisers, LLC d.b.a. Crown Wealth Strategies. Beyond her advisory work, she serves on the boards of the S.A.M. Foundation, Young President's Organization, El Paso Children's Hospital Foundation, United Way, and volunteers on the CFP Ethics Hearing Panel. Additionally, she owns a juice company, PUR Pressed Juice. 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 representatives. The firm offers multiple program types, focusing primarily on non-discretionary asset management and tailoring advice to client objectives and plan sponsor criteria, operating within an integrated New York Life affiliate structure.
Javier Z
Series 63, Series 66
El Paso, TX
Eagle Strategies (NY Life)
Javier Zubiate is a financial advisor with Eagle Strategies (New York Life) based in El Paso, TX. He holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Eagle Strategies, he worked at Charles Schwab and New York Life Insurance Company. Outside of advising, he is a board member of the El Paso Estate Planning Council and is an owner of a family heating, ventilation, and air conditioning business. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client goals, operating primarily on a non-discretionary asset management basis within the New York Life affiliate structure.
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