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Charlene R

Series 63, Series 65

Frontenac, MN

Eagle Strategies (NY Life)

Charlene Rigelman is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 designations. She has 39 years of industry experience, including long-term roles with Nylife Securities Inc. and New York Life Insurance Company since 1986. Outside of her advisory work, she volunteers as the secretary for Christ Episcopal Church in Frontenac, MN. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages 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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