Anaheim, CA Office

Nazih Yehya is a financial advisor with Eagle Strategies (New York Life) based in Anaheim, CA. He holds Series 63 and Series 66 designations and has 20 years of industry experience. Yehya is involved in various insurance brokering activities through multiple related entities. He serves on the boards of the Cerritos College Foundation and the CSU Fullerton Center for Leadership. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm delivers customized advice through multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Raymond Kinjo is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked with Eagle Strategies, New York Life, and NYLife Securities LLC since 2014 and operates Kinjo Insurance and Financial Services, focusing on brokering non-registered insurance products. Kinjo is also an author, having written a book sharing his personal and family experiences. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Sherry Lin is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. She has been with Eagle Strategies since 2020 and has over two decades of continuous experience with NYLIFE Securities Inc and New York Life Insurance. Lin is active in community organizations, serving on the boards of the Diamond Bar Chinese American Association and School, the Brea Korean Sister Community Association, and the Korean American Chamber of Commerce of Orange County. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions across multiple program types, with a strong focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Monica Rangel is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. She has been with Eagle Strategies since 2023 and also operates Efficient Financial and Insurance Solutions, which brokers non-registered insurance products. Outside of her advisory work, Monica volunteers with the Yorba Linda Pop Warner Football Auxiliary Board managing social media content and speaks to high school students on entrepreneurship through United Way of Orange County. 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 representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.

Seungjin Seok is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding the ChFC® and Series 63 designations and bringing 13 years of industry experience. He has been affiliated with Eagle Strategies since 2023, and has prior experience with New York Life and Nylife Securities LLC dating back to 2012. Outside of his advisory work, Seok serves on the advisory board of the Korean American Special Education Center, which supports individuals with developmental disabilities. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors within an integrated New York Life affiliate structure.

Daniel Chang is a financial advisor with Eagle Strategies (New York Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with New York Life and its affiliates since 2008 and owns Paving Roads Financial Strategies and Insurance Solutions LLC, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Lori Vanden Berg is a ChFC®-designated financial advisor with 27 years of industry experience, currently affiliated with Eagle Strategies (NY Life) since 2023. She has also worked with Nylife Securities Inc and New York Life Insurance Co since 2004. Outside of finance, she is involved in motivational speaking on topics such as positive attitude and team building, and is a consultant for Mary Kay products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Hadi Hassan is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2003 and has worked with New York Life Insurance Company and NYLife Securities Inc. since 1993. Outside of his advisory role, Hassan is involved in insurance brokering for non-registered insurance products and invests passively in cryptocurrency. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types focused on tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Hyelee Dan is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Eagle Strategies since 2018 and maintains concurrent roles with Nylife Securities LLC and New York Life Insurance Company dating back to 2008. Outside of advisory work, she is also appointed as an insurance broker with outside carriers for brokering non-registered products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis through a network of affiliated investment adviser representatives within the New York Life affiliate structure.

Joseph Pensabene IV is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 66 and Series 63 licenses and having six years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2018, as well as positions at Core Financial Wealth & Insurance Solutions and MediaMix 365. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives, primarily managing assets on a non-discretionary basis and working closely with a diverse range of institutional sponsors.

Shawn Jeong is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC, as well as experience with Seoul Hospitality Group and MGM Studios, Inc. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Angel Ventura is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding the ChFC® designation and Series 63 license, with 32 years of industry experience. He has been with Eagle Strategies since 2009 and has operated Louis Ventura Insurance & Financial Services since 2008. Ventura has also maintained long-term affiliations with Nylife Securities Inc. and New York Life since the early 1980s. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and plan sponsors, emphasizing tailored solutions and a predominantly non-discretionary asset management approach.

Christian Lozano is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked with NYLIFE Securities LLC since 2017 and New York Life Insurance Company since 2016, and he operates under his own firms, Lozano Financial Strategies and Insurance Solutions LLC, and Blue Cedar Financial and Insurance Solutions, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and fiduciary responsibilities, offering a range of program types primarily managed on a non-discretionary basis.

Aridaman Singh is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked with New York Life Insurance Company and several affiliated entities since 2016. Outside of his advisory role, Singh is involved as a partial owner of a restaurant franchise business, participating in strategic discussions related to the operation of a TOGOs sandwich shop. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis through an integrated New York Life affiliate structure.

Barbara Cole is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked with New York Life and its affiliates since 1987 and operates Cole Insurance & Financial Services, through which she 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 investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.