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Gabriela Q

Series 63, Series 66

Pinecrest, FL

Eagle Strategies (NY Life)

Gabriela Quintero is a financial advisor with Eagle Strategies (New York Life) who holds Series 63 and Series 66 licenses and has 21 years of industry experience. She has worked at Eagle Strategies since 2011 and is also associated with Mahoney Financial Organization, LLC. Outside of her advisory role, she is involved in a family-owned business. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority 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
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Jose N

Series 63, Series 66

Miami, FL

Eagle Strategies (NY Life)

Jose Negron is a financial advisor with Eagle Strategies (NY Life) based in Miami, FL, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has been affiliated with New York Life Insurance Company since 2013 and has worked at Nylife Securities LLC since 2014. Outside of his advisory role, Negron owns Wire Up Technology Corp., a company specializing in optic fiber and network installation. 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 offers various program types, including fee-based advice and retirement plan consulting, with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

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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Richa S

ChFC®, Series 63

Miami, FL

Eagle Strategies (NY Life)

Richa Sadana is a ChFC® credentialed financial advisor with nine years of industry experience, currently with Eagle Strategies (NY Life) since 2026. She has held roles at Mahoney Financial Organization, LLC, NYLIFE Securities LLC, and New York Life Insurance Co. Richa is based in Miami, FL. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on non-discretionary asset management and tailored recommendations.

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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Loyda M

Series 63, Series 65

Miami, FL

Eagle Strategies (NY Life)

Loyda Molina Pagan is a financial advisor with Eagle Strategies (NY Life) based in Miami, FL. She holds Series 63 and Series 65 licenses and has 16 years of industry experience. Her career includes roles at Eagle Strategies since 2018 and Nylife Securities and New York Life Insurance Co. since 2010 and 2009, respectively. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients, offering 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.

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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Victoria A

Series 63, Series 65

Miami, FL

Eagle Strategies (NY Life)

Victoria Aprano is a financial advisor with Eagle Strategies (NY Life) in Miami, FL, holding Series 63 and Series 65 credentials and two years of industry experience. Before joining Eagle Strategies, she worked with NYLIFE Securities LLC and New York Life Insurance Company. Outside of her advisory role, Aprano serves on the boards of several nonprofit organizations focused on adults with disabilities and special needs, including Speed Dating on the Spectrum and The WOW Center. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutions, and plan sponsors. The firm offers a range of program types and emphasizes customized recommendations while managing the majority 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
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Lourdes C

Series 66

Miami, FL

Eagle Strategies (NY Life)

Lourdes Calas is a financial advisor with Eagle Strategies (NY Life) based in Miami, FL, holding a Series 66 license and 13 years of industry experience. She has worked with Eagle Strategies since 2023 and concurrently operates CIGA Solutions, Inc., which brokers non-registered insurance products and sells New York Life products. Outside her advisory role, she manages multiple LLCs related to rental properties and has prior entrepreneurial experience in telecommunications and wireless communications businesses. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions across various program types and emphasizes non-discretionary asset management and fiduciary responsibilities to retirement investors.

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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Yudit S

Series 63, Series 65

Miami, FL

Eagle Strategies (NY Life)

Yudit Silveira is a financial advisor with Eagle Strategies (NY Life) based in Miami, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has worked with Silveira Financial Group LLC, Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. She is also involved in insurance brokering, operating under Silveira Financial Group LLC to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, focusing primarily on non-discretionary asset management 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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Leopoldo B

Series 65, Series 63

Miami, FL

Eagle Strategies (NY Life)

Leopoldo Brauer is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. He holds the Series 65 and Series 63 credentials. His work history includes roles at NYLIFE Securities LLC, New York Life Insurance Co, and Apex Insurance Solutions, among others. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailored recommendations, with the majority of its assets managed 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
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Jiri I

Series 66, Series 63

Miami, FL

Eagle Strategies (NY Life)

Jiri Iglesias Farinas is a financial advisor with Eagle Strategies (NY Life) based in Miami, FL. He holds Series 66 and Series 63 designations and has two years of industry experience. His prior work includes positions at NYLIFE Securities LLC, New York Life Insurance Company, Family First Life, American Income Life Insurance Company, and Space Coast Credit Union. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional and charitable clients. The firm offers financial planning, investment management, and retirement plan advisory services, emphasizing tailored recommendations delivered through various program types 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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