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Aida C

ChFC®, Series 66

Tucson, AZ

Eagle Strategies (NY Life)

Aida Castro is a ChFC® credentialed financial advisor with 17 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Tucson, AZ. She has a longstanding career at New York Life Insurance Co. and its related entities since 2012 and operates her own advisory practice, AIDA Castro Wealth & Legacy. Outside of her advisory role, she is also active as an insurance broker for non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated advisors. The firm offers multiple program types tailored to client and plan sponsor objectives, with most assets under management handled 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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Ryan K

Series 66

Tucson, AZ

Eagle Strategies (NY Life)

Ryan Kollitz is a financial advisor with Eagle Strategies, affiliated with New York Life, holding a Series 66 designation. He has one year of industry experience and previously worked at MBO Partners and AML RightSource. Eagle Strategies serves 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 tailored to client objectives and primarily manages 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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