El Paso, TX N Oregon Street Office

Team
Updated today

Client AUM

$31,248,885,097

Clients

132,722

Advisors

3

Of 2,484 advisors across 960 offices

Location

303 N Oregon Street, Suite 1100

El Paso TX 79901

Advisors at this office

3

Advisors at this office

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Rodolfo V

Series 63, Series 66

El Paso, TX

Eagle Strategies (NY Life)

Rodolfo Valdez is a financial advisor with Eagle Strategies (NY Life) based in El Paso, TX. He holds Series 63 and Series 66 credentials and has three years of industry experience. Prior to his current role, Rodolfo worked at Money Tree Holdings and Jaguar Land Rover El Paso, among others. 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 advisers. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary assets and fiduciary responsibilities to retirement investors.

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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Alfredo G

Series 65, Series 63

El Paso, TX

Eagle Strategies (NY Life)

Alfredo Guerrero is a financial advisor with Eagle Strategies (NY Life) in El Paso, TX, holding Series 65 and Series 63 credentials and eight years of industry experience. He has worked with NYLIFE Securities LLC, New York Life Insurance Company, Transamerica Financial Advisors, and World Financial Group. Guerrero also teaches business courses at Dona Ana Community College and is a partner in a manufacturing firm focused on prefabricated metal buildings. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

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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Peter J

Series 63, Series 66

El Paso, TX

Eagle Strategies (NY Life)

Peter Jilkov is a financial advisor at Eagle Strategies (NY Life) based in El Paso, TX, with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at West End Financial, Nylife Securities LLC, and New York Life Insurance Company. He serves as a member of the El Paso ISD Education Foundation and as a board member of the El Paso Tennis and Swim Club. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
View complete list of advisors at this office
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