Fresno, CA N Palm Ave Office

Moon Ja Yunouye Petz is a financial advisor at Eagle Strategies (NY Life) based in Fresno, CA, holding a Series 66 designation. She has been with Eagle Strategies and its affiliated entities since 2025. Prior to entering the financial industry, she spent over 17 years at California State University, Fresno, followed by two years at California Polytechnic State University, San Luis Obispo. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, 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 within an integrated structure connected to New York Life.

Clayton Blanton Jr. is a ChFC® credentialed financial advisor with 25 years of industry experience, currently affiliated with Eagle Strategies (New York Life). He has been with Eagle Strategies since 2007 and holds a longstanding relationship with New York Life and its securities affiliate since 2001. He also serves as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers personalized advice through various program types and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life structure.

Derrick Linman is a financial advisor with Eagle Strategies (NY Life) based in Fresno, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked with Eagle Strategies since 2021 and is also associated with Falcon Financial And Insurance Solutions, Inc., where he brokers non-registered insurance products. Outside of his advisory role, Linman coaches at the Triumph Volleyball Academy, a volleyball program supporting young female athletes. Eagle Strategies serves a diverse client base including individuals and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jeremy Johansen is a financial advisor with Eagle Strategies (NY Life) based in Fresno, CA. He holds a Series 66 designation and has five years of industry experience. In addition to his advisory role, Johansen operates under the Falcon Financial and Insurance Solutions, Inc. DBA and provides notary services locally. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types, primarily managing assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Kory Yoder is a financial advisor with Eagle Strategies (NY Life), holding a Series 66 designation and two years of industry experience. His professional background includes roles at Falcon Financial & Insurance Solutions, Inc., and Eagle Strategies LLC. Outside of finance, Yoder is involved in music education, providing instruction and feedback to high school marching bands at Clovis East and Independence High Schools. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.