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Francisco O
Series 63, Series 65
Modesto, CA
Eagle Strategies (NY Life)
Francisco Ortiz Zepeda is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he worked in various capacities including positions at the San Joaquin County District Attorney's office, Humana, Constellation Brands, and E&J Gallo Winery. 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 manages a substantial portion of assets on a non-discretionary basis.
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