Fresno, CA 205 E. River Park Circle Suite 250 Office

Team
Updated today
Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Firm-wide stats for Eagle Strategies (NY Life)

Total advisors

2,503

Across 960 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management and retirement-plan advisory services through a large network of affiliated investment adviser representatives. Its filings and brochure describe work with individual investors, defined contribution and defined benefit plans, charitable and corporate clients, and note the firm’s role providing advisory services tied to insurance and annuity products.

The firm delivers advice and implements solutions through multiple program types — including financial plans, fee-based hourly advice, retirement plan consulting (CP and EIMP), co‑advisory relationships with third‑party managers, and the New York Life Premier Advisory Variable Annuity — and it emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria. Eagle reports that the vast majority of its regulatory assets under management are non‑discretionary (about $30.3 billion of $32.0 billion as of December 31, 2025), and it describes fiduciary responsibilities to Retirement Investors under PTE 2020‑02 when making plan and rollover recommendations.

Noteworthy for an enterprise adviser, Eagle’s asset base is overwhelmingly managed on a non‑discretionary basis and its filings indicate relationships with a wide range of institutional sponsors, which the firm treats differently than typical retail business. The firm also operates within an integrated New York Life affiliate structure — with advisors also licensed as insurance agents and NYLIAC issuing the Advisory VA — and its regulatory disclosures describe prior SEC action regarding mutual fund share‑class conflicts and subsequent changes to disclosures and share‑class handling.

Based on Eagle Strategies (NY Life)

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Based on Eagle Strategies (NY Life)

Occupation focus

Founder/Business Owner Executive

Based on Eagle Strategies (NY Life)

Location

205 E. River Park Circle, Suite 250

Fresno CA 93720

Advisors at this office

5

Advisors at this office

user avatar

Michael A

Series 63, Series 66

Fresno, CA

Eagle Strategies (NY Life)

Michael Antonsen is a financial advisor with Eagle Strategies (NY Life) based in Fresno, CA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has been associated with Eagle Strategies since 2013 and also operates Antonsen Financial & Insurance Services and Hmong Life Insurance Services, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Kory B

Series 63, Series 66

Fresno, CA

Eagle Strategies (NY Life)

Kory Brown is a financial advisor with Eagle Strategies (NY Life) in Fresno, CA, holding Series 63 and Series 66 registrations and bringing 12 years of industry experience. He has worked with New York Life Insurance Company and its affiliates since 2013 and operates Strategyze Financial & Insurance Solutions. Outside of advisory work, Brown hosts a weekly podcast focused on the San Francisco 49ers and NFL discussions and volunteers as an assistant coach for a local youth soccer team. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through multiple program types and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

John H

Series 65

Fresno, CA

Eagle Strategies (NY Life)

John Horstmann is a financial advisor with Eagle Strategies (NY Life) based in Fresno, CA. He holds a Series 65 credential and has 39 years of industry experience. Horstmann has operated Horstmann Financial and Insurance Services since 2003 and has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1986. He serves as a board member for the Rotary Club of East Fresno and the East Fresno Rotary Charitable Foundation. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Ezzedean F

Series 65, Series 63

Fresno, CA

Eagle Strategies (NY Life)

Ezzedean Fahoum is a financial advisor with Eagle Strategies (NY Life) in Fresno, CA, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Eagle Strategies in 2025, Fahoum worked at NYLIFE Securities LLC and New York Life Insurance Company, and spent five years at Lowe’s. Outside of his advisory role, he is appointed as an insurance broker with outside carriers for brokering non-registered products. 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 offers various advisory programs, emphasizing tailored recommendations and managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Lucas Q

ChFC®, Series 63, Series 66

Fresno, CA

Eagle Strategies (NY Life)

Lucas Quaccia is a ChFC® with 25 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Fresno, CA. He has worked at Eagle Strategies since 2011 and has been associated with New York Life Insurance Company since 2008. Outside of his advisory role, he is an ordained minister authorized to officiate weddings. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its 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
View complete list of advisors at this office
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