Patrick Paragas is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Merrill Lynch Pierce, Northwestern Mutual Wealth Management Company, and New York Life Insurance Company. 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 primarily manages assets on a non-discretionary basis.

Yevgeniy Vitebskiy is a financial advisor at Eagle Strategies (NY Life) with 14 years of industry experience. He holds the Series 63 and Series 65 registrations and has been affiliated with New York Life Insurance Company and its related entities since 2011. He also operates under the DBA Axiom Financial & Insurance Solutions, brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages a substantial majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kasia Hargrave is a financial advisor with Eagle Strategies (New York Life) based in Irvine, CA, holding Series 65 and Series 63 licenses and 12 years of industry experience. She has been with Eagle Strategies since 2018 and affiliated with New York Life and Nylife Securities LLC since 2014. Kasia is also appointed as an insurance broker, providing brokerage services for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, charitable, and corporate clients. The firm offers a range of advisory services and emphasizes tailored solutions, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Abbass Agahi is a financial advisor at Eagle Strategies (NY Life) with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Infinite Wealth Financial & Insurance Services since 2010. Agahi has been affiliated with Eagle Strategies and New York Life-related entities since the late 1990s. Outside of his advisory work, he is involved in brokering non-New York Life products through his DBA, Infinite Wealth Financial and Insurance Services. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mitchell Taing is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked with NYLIFE Securities, LLC and New York Life Insurance Co since 2018. Taing also operates Taing Financial Wealth and Insurance Solutions, LLC and is appointed as an insurance broker for non-registered products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes customized solutions across multiple program types and manages a majority of its assets on a non-discretionary basis, often working with institutional plan sponsors.

Gilbert Agyemang Badu is a financial advisor at Eagle Strategies (NY Life) with 8 years of industry experience. He holds the ChFC® designation and Series 63 license. Badu has worked with NYLIFE Securities LLC since 2017 and New York Life Insurance Company since 2016. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Michael Moises is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at New York Life and its affiliated entities, and he is a partial owner of a nail salon business, managing back office inventory and marketing. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with the majority of assets managed on a non-discretionary basis.

Phu Nguyen is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding the Series 63 and Series 66 designations and with 17 years of industry experience. He has worked with New York Life Insurance Company and its affiliated entities since 2006. 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, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

Timothy Carter is a financial advisor with Eagle Strategies (NY Life) in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Eagle Strategies since 2006 and has been affiliated with NYLife Securities LLC and New York Life Insurance Company since the early 1980s. His other business activities include brokering non-registered insurance products. 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 advisory programs tailored to client needs and emphasizes non-discretionary management alongside fiduciary responsibilities to retirement investors.

David Boynton is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience and has been with Eagle Strategies since 2002. Boynton is also active as a board member of the Orange Catholic Foundation, a charitable organization supporting the Diocese of Orange, California. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis.

Christian Buccola is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with New York Life Insurance Company and Nylife Securities Inc. since 2005. Outside of his advisory role, he is involved as a passive investor in cryptocurrency. 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 advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis while serving diverse client types including defined contribution and defined benefit plans.

Nikesh Parikh is a financial advisor with Eagle Strategies (New York Life) based in Irvine, CA, holding the CFP® and ChFC® designations and with 18 years of industry experience. He has been associated with Eagle Strategies since 2008 and operates Dynamic Wealth & Insurance Solutions, Inc., focusing on brokering insurance products. Parikh is also an investor in biotech and hotel redevelopment ventures. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Lovely May Zunino is a CFP® and ChFC® professional with 14 years of experience in the financial services industry. She is currently affiliated with Eagle Strategies (NY Life) in Irvine, CA, where she has worked since 2021. Prior to this, she has been associated with NYLife Securities LLC and New York Life Insurance Company since 2012. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and places emphasis on tailoring recommendations to client objectives, managing a substantial portion of assets on a non-discretionary basis.

Pascal Nguyen is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior work includes roles at P2 Partners Insurance & Financial Services LLC and his own firm, Pascal Insurance and Financial Services. He also serves as a member of PIFS Management LLC, a management company overseeing business activities unrelated to investments. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and corporate clients. The firm offers multiple advisory program types with an emphasis on tailoring recommendations to client objectives and manages the majority of its assets on a non-discretionary basis.

Jared Backner is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Nylife Securities LLC and New York Life Insurance Company. He also operates under the DBA Blue Cedar Financial and Insurance Solutions, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Myron Mc Donald is a ChFC®-designated financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, and has two years of industry experience. He has held roles at multiple entities affiliated with New York Life since 2023 and previously worked in education and public administration. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Imran Ahmed is a financial advisor with Eagle Strategies (NY Life) in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been associated with New York Life-affiliated firms since 1993 and has served as an insurance broker for non-registered insurance products since 2004. Ahmed is also an investor in cryptocurrencies, including Bitcoin, Ripple, and Litecoin. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement advisory services. The firm emphasizes tailored recommendations across various program types and manages a majority of its assets on a non-discretionary basis.

Joan Huang Evans is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA. She holds Series 63 and Series 65 licenses and has 35 years of industry experience. She has been with Eagle Strategies since 2016 and has been associated with New York Life and NYLIFE Securities LLC since 2015. Outside of her advisory work, she invests personally in cryptocurrency such as Bitcoin and Ethereum. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program types tailored to client objectives and emphasizes a predominantly non-discretionary asset management approach.