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Alisha R

Series 63, Series 66

South Lake Tahoe, CA

Eagle Strategies (NY Life)

Alisha Ragusa is a financial advisor with Eagle Strategies (NY Life) based in South Lake Tahoe, CA, holding Series 63 and Series 66 licenses with five years of industry experience. Her background includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and prior experience in the hospitality sector with MontBleu Resort Casino & Spa and Caesars Entertainment. Outside of her advisory work, she volunteers as an assistant coach for a youth baseball organization and serves as Vice President on the executive board of a local nonprofit supporting survivors of domestic violence and abuse. Eagle Strategies serves a diverse client base of individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages a significant portion 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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