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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 the Series 63 and Series 66 designations and has 22 years of industry experience. She has worked with several firms including Mahoney Financial Organization, LLC, LIFE RETIRE, Nylife Securities, and New York Life insurance. Outside of her advisory work, she is involved in a family business, Quin Five LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, managing 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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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 financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license, with nine years of industry experience. She has worked at Eagle Strategies since 2026 and concurrently at Mahoney Financial Organization, NYLIFE Securities LLC, and New York Life Insurance Co since 2017. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides a variety of advisory program types and emphasizes tailored recommendations for client objectives, managing the majority of 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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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 licenses with three years of industry experience. Prior to joining Eagle Strategies, she worked with NYLIFE Securities LLC and New York Life Insurance Company, and she has a background in behavioral services through roles at multiple organizations. Aprano serves on the boards of nonprofit organizations focused on adults with disabilities and special needs, including Speed Dating on the Spectrum and The WOW Center. 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 advisers. The firm emphasizes tailored recommendations and manages a 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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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 bringing 12 years of industry experience. She has worked with NYLife Securities LLC and New York Life Insurance Company since 2013 and operates Silveira Financial Group LLC, which focuses on selling New York Life products and brokering non-registered insurance 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 advisors. The firm offers various advisory programs tailored to client objectives and maintains a significant portion of its assets under non-discretionary 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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Leopoldo B

Series 65, Series 63

Miami, FL

Eagle Strategies (NY Life)

Leopoldo Brauer is a financial advisor at Eagle Strategies (NY Life) based in Miami, FL, holding Series 65 and Series 63 licenses with eight years of industry experience. His career includes roles at NYLIFE Securities LLC since 2018 and New York Life Insurance Co since 2017, alongside earlier positions in insurance solutions, realty, and creative concepts. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages 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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