Binh Nguyen is a financial advisor with Eagle Strategies (New York Life) based in San Jose, CA. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. Nguyen has been with Eagle Strategies and New York Life Insurance Company since 2012. 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 offers multiple advisory program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Thuan Pham is a financial advisor with Eagle Strategies (NY Life) based in San Jose, CA, holding Series 63 and Series 66 designations and having 12 years of industry experience. His prior work includes roles at Golden Bay Insurance Agency and New York Life entities. He is also involved as an insurance broker for property, casualty, and non-registered products with outside carriers. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services primarily on a non-discretionary basis. The firm operates within an integrated New York Life affiliate structure and offers a variety of program types tailored to client and plan sponsor objectives.

Hadi Ahmadi Aval is a CFP® professional with seven years of industry experience, currently affiliated with Eagle Strategies (NY Life) in San Jose, CA. He operates Aval Financial Strategies and Insurance Solutions, Inc., through which he sells New York Life products and brokers non-registered insurance products. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Co. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes customized advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Philip Nguyen is a financial advisor with Eagle Strategies (NY Life) in San Jose, CA. He holds the ChFC® designation and Series 63 license, with 14 years of industry experience. Prior to joining Eagle Strategies in 2025, he worked at New York Life Insurance Company and NYLIfe Securities, LLC since 2012. Outside of finance, he is involved in commercial fishing. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across various program types and manages a majority of its assets on a non-discretionary basis within a structure integrated with New York Life affiliates.

Kody Nguyen is a financial advisor with Eagle Strategies (NY Life) based in San Jose, CA. He holds Series 66 and Series 63 licenses and has four years of industry experience. In addition to his advisory role, Nguyen works as a pharmacist providing counseling and consultant services at the Palo Alto Medical Foundation. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated advisors. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Wai Luk is a financial advisor with Eagle Strategies (NY Life) based in San Jose, California, holding Series 63 and Series 65 licenses and offering 15 years of industry experience. He has served at Eagle Strategies since 2024 and operates Luk Financial And Insurance Solutions, where he brokers non-registered insurance products. Outside of his advisory work, he serves as secretary of his condo complex's homeowners association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm offers multiple advisory programs and emphasizes tailoring recommendations to clients’ objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.