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Vicente I

Series 63, Series 65

Phoenix, AZ

Eagle Strategies (NY Life)

Vicente Iniguez is a financial advisor with Eagle Strategies (NY Life) based in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been associated with New York Life Insurance Company and NYlife Securities LLC since 2015 and founded Albatross Financial Group in 2020. Iniguez is also a professional PGA member, participating in golf tournaments and charitable events. 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 multiple program types and emphasizes tailored recommendations, with the majority of its assets under management held 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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Grant W

Series 66

Phoenix, AZ

Eagle Strategies (NY Life)

Grant Wallace is a financial advisor with Eagle Strategies (NY Life) based in Phoenix, AZ. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Sunstate Equipment Co and held various positions in education and the food service industry. 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 offers multiple program types tailored to client objectives, with the majority of 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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Malia S

Series 63, Series 65

Phoenix, AZ

Eagle Strategies (NY Life)

Malia Sperling is a financial advisor with Eagle Strategies (NY Life) based in Phoenix, AZ, holding Series 63 and Series 65 licenses with six years of industry experience. She has worked with New York Life Insurance Co. and Nylife Securities LLC since 2020 and is also the owner of SPX Productions LLC, a video marketing and advertising company where she serves as a board member. Additionally, she is the author of a book titled "This is Joy: A Path to Finding Joy, Gratitude and the Present." Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types and manages 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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Marc B

Series 63, Series 65

Phoenix, AZ

Eagle Strategies (NY Life)

Marc Braden is a financial advisor with Eagle Strategies (New York Life) based in Phoenix, AZ. He holds the Series 63 and Series 65 credentials and has 24 years of industry experience. Braden has been with Eagle Strategies since 2012 and with New York Life since 2001. 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 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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