Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Erik H

ChFC®, Series 63, Series 66

Fairbanks, AK

Eagle Strategies (NY Life)

Erik Hulbert is a financial advisor with Eagle Strategies (New York Life) based in Fairbanks, Alaska. He holds a ChFC® designation along with Series 63 and Series 66 licenses and has 18 years of industry experience. Hulbert has worked at Eagle Strategies since 2015 and operates Heart of Gold Financial, a business focused on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services integrated with insurance and annuity products. The firm emphasizes tailored recommendations and manages a substantial portion of its 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
user avatar
firm logo

William B

Series 63, Series 66

Fairbanks, AK

Eagle Strategies (NY Life)

William Bast is a financial advisor with Eagle Strategies (New York Life) based in Fairbanks, Alaska. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Bast has been associated with NYLIFE Securities, LLC and New York Life Insurance Company since 2007. He is also appointed with outside insurance carriers for brokering non-registered investment-related insurance products. Eagle Strategies serves a diverse client base, including individual investors, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations 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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")