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Ronald M

Series 63, Series 66

San Ramon, CA

Eagle Strategies (NY Life)

Ronald Mack is a financial advisor with Eagle Strategies (NY Life) based in San Ramon, CA. He holds Series 63 and Series 66 licenses and has 37 years of industry experience. He has worked with Eagle Strategies since 2011 and is also affiliated with NYLIFE Securities LLC and New York Life Insurance Co since 2009. Eagle Strategies serves a broad client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion 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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Christine C

Series 63, Series 65

San Ramon, CA

Eagle Strategies (NY Life)

Christine Cabras is a financial advisor with Eagle Strategies (NY Life) in San Ramon, CA, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Eagle Strategies since 2024 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Co. Outside of her advisory role, she is involved in family health advising, mentoring a teen and her mother, and works with In House Support Services. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, 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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Ani A

Series 66

San Ramon, CA

Eagle Strategies (NY Life)

Ani Abrahamson is a financial advisor with Eagle Strategies (NY Life) in San Ramon, CA, holding a Series 66 credential and four years of industry experience. Her prior roles include positions at Thrivent Investment Management and NYLIFE Securities LLC. Outside of her advisory work, she provides in-home support services as a caregiver. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages most 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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David D

Series 63, Series 66

San Ramon, CA

Eagle Strategies (NY Life)

David Denison is a financial advisor with Eagle Strategies (NY Life) based in San Ramon, CA, holding Series 63 and 66 licenses and bringing 34 years of industry experience. He has worked with Eagle Strategies since 2017 and operates Denison Financial and Insurance Services, where he sells New York Life products and brokers non-registered insurance products. 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 advisors. The firm offers multiple program types that tailor recommendations to client objectives and Plan Sponsor criteria, managing 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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