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Darren G

Series 63, Series 66

Riverside, CA

Eagle Strategies (NY Life)

Darren Gunnell is a financial advisor with Eagle Strategies (NY Life) in Riverside, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with Eagle Strategies since 2018 and has been affiliated with New York Life Insurance Co. and Nylife Securities, LLC since 2009 and 2010, respectively. Outside of advisory services, he is also appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm operates a large network of affiliated advisors and emphasizes tailored solutions delivered through multiple program types, managing primarily non-discretionary assets under 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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Jeffrey B

Series 63, Series 65

Riverside, CA

Eagle Strategies (NY Life)

Jeffrey Beaulieu is a financial advisor with Eagle Strategies (NY Life) based in Riverside, CA, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has worked with Eagle Strategies since 2016 and has maintained ongoing roles with New York Life and Nylife Securities since 1994. Outside of his advisory work, he is a motivational speaker, delivering personal messages on positivity at New York Life meetings. Eagle Strategies serves a diverse client base, including individuals, institutions, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and focuses primarily on non-discretionary asset management, operating within the 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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