Fremont, CA Liberty Street Office

Dev Rana is a financial advisor with Eagle Strategies (NY Life) based in Fremont, CA. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at Nylife Securities LLC and New York Life Insurance Company. Additionally, he is appointed as an insurance broker for non-registered products with outside carriers. 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 multiple program types, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ying Liu is a financial advisor with Eagle Strategies (NY Life) based in Fremont, CA. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Eagle Strategies, she worked with NYLIFE Securities LLC and New York Life Insurance Company, and she has two years of experience at Googain. Eagle Strategies serves both individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailored recommendations, managing a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Wai Chan is a CFP® and ChFC® with 21 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Fremont, CA. He has been with Eagle Strategies since 2015 and also holds ongoing roles at Nylife Securities and New York Life Insurance Co. since 2004. In addition to his advisory work, he is involved in insurance brokering with outside carriers. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christina Huynh is a financial advisor with Eagle Strategies (NY Life) based in Fremont, CA. She holds the ChFC® and Series 63 designations and has 20 years of industry experience, including roles at Nylife Securities, Inc and New York Life Insurance Company. Outside of her advisory work, she is involved in insurance brokering for non-registered products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing a large majority of assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Joe Hong is a financial advisor with Eagle Strategies (NY Life) in Fremont, CA, holding the ChFC® and Series 63 designations and has 30 years of industry experience. He has been associated with Eagle Strategies since 2009 and has worked with NYLife Securities Inc. and New York Life Insurance Co. since 1995. Outside of his advisory role, he is involved in brokering non-registered insurance products with various outside insurance carriers and is an investor in NYLARC Holding Company, Inc. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. 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.