Grace Lee is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA, holding Series 63 and Series 66 designations and three years of industry experience. She previously worked for Franklin Templeton for 17 years and maintains an investment role as a passive investor in private companies through AGO Special Situations LP. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and Plan Sponsor objectives, managing a majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Sebastian Kim is a financial advisor at Eagle Strategies (NY Life) in Los Angeles, CA, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with Eagle Strategies since 2019. In addition to his advisory role, he operates an insurance brokerage licensed with outside carriers and owns the Sebastian Kim Agency Inc., which is used for corporate tax purposes. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Charleger Santiago is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2006. Santiago serves as a board member for Community First Fund. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and offers a range of advisory programs, primarily managing assets on a non-discretionary basis.

Eun Im is a financial advisor at Eagle Strategies (NY Life) based in Los Angeles, CA, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2010. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Kyle Jahng is a financial advisor with Eagle Strategies (New York Life) in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Eagle Strategies since 2011 and affiliated with New York Life Insurance Company since 2002. Outside of his advisory work, he is the owner of Live Together, Grow Together, a nonprofit leadership coaching initiative delivered via Zoom on weekends. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, emphasizing tailored advice and predominantly managing assets on a non-discretionary basis.

Robert Apuzzo is a financial advisor with Eagle Strategies (NY Life) in Los Angeles, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at AXA-Advisors, LLC and has served as an officer of a homeowners association in West Hollywood, performing administrative and record-keeping duties. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm offers multiple advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.