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Andrew S
Series 63, Series 65
Fresno, CA
Eagle Strategies (NY Life)
Andrew Schantz is a financial advisor with Eagle Strategies (NY Life) based in Fresno, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been affiliated with New York Life Insurance Company and its related broker-dealer entities since 2011. Outside of his advisory role, Schantz serves as a board member and vice president of Collaborative Excellence of Fresno, a professional networking group. 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 investment adviser representatives. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis, working closely with institutional sponsors and individual investors alike.
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