Glendale, CA Office

Martin Petoyan is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked with multiple affiliated entities including Syndicus Financial & Insurance Services LLC, Clear Compass Financial and Insurance Services, and Blue Cedar Financial and Insurance Solutions. Petoyan operates several registered businesses for selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, charitable, and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Gregory Manukian is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has three years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, Manukian serves on the board of Centse Financial Literacy, providing financial education seminars to schools and organizations, and volunteers with the Employer Fraud Task Force to raise awareness about workers' compensation fraud. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis through multiple program types.

Erin Furman is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her career includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Cumby Spencer & Associates. Eagle Strategies serves a diverse client base, including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes 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.

Nelson Chavez is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds a Series 66 designation and has 17 years of industry experience, including prior roles at Wells Fargo Clearing, Wells Fargo Investments, and Ameriprise. Outside of financial services, he has been involved in a car rental business on the Turo platform since 2020. Eagle Strategies serves a broad range of 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 tailored advice across multiple program types, emphasizing non-discretionary asset management and working within an integrated New York Life affiliate structure.

Munir Tager is a financial advisor at Eagle Strategies (NY Life) with Series 63 and Series 65 credentials and two years of industry experience. Prior to his current role, he held positions at NYLIFE Securities LLC, New York Life Insurance Company, Starbucks, and Wendy's. He serves as a board member and secretary of LeTip International Inc., a professional leads organization for business owners and entrepreneurs. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Chad Worozaken is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding a Series 66 designation and 17 years of industry experience. He has worked at firms including Blue Cedar Financial and Insurance Solutions and Atlas North Financial Strategies, and has been with Eagle Strategies since 2017. Outside of his advisory role, he volunteers as a baseball coach and serves as a board member and safety officer for the Santa Anita Little League, as well as volunteering with youth soccer programs. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a large affiliated network. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Arin Moradian is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked with multiple firms including Blue Cedar Financial and Insurance Solutions and Capital Edge Insurance & Financial Services, Inc. He is also involved in brokering property and casualty insurance products in addition to life and health insurance. 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. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Trisha Beharie is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and JHB Management. Outside of finance, she is involved with the Screen Actors Guild-American Federation of Television and Radio Artists and Actors Equity, earning royalties as a union actor. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisor representatives. The firm offers multiple program types tailored to client goals and manages a majority of its assets on a non-discretionary basis.

Ashley Ethridge is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked in various roles since 2014, including at New York Life and Capital Edge Insurance & Financial Services, and is currently involved in brokering non-registered insurance products through her ownership of Frontline Finance & Insurance Services LLC. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis. The firm provides tailored advisory solutions and operates within an integrated New York Life affiliate structure.

John Usry is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 66 licenses and three years of industry experience. He previously spent 19 years at Aflac before joining New York Life and its affiliated firms. Outside of finance, he is active as a jazz saxophonist. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through various program types, emphasizing non-discretionary asset management and working within an integrated New York Life affiliate structure.

Ricardo Ramirez is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has six years of industry experience. Ramirez has worked with Monarch Grove Wealth Strategies & Insurance Solutions LLC and RMR Insurance Solutions & Wealth Strategies, which he owns, brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple programs and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

James Mackey is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds the ChFC® designation and Series 63 license, with 16 years of industry experience. He has been affiliated with New York Life Insurance Company since 2008 and has worked at Eagle Strategies since 2022. Eagle Strategies serves a diverse clientele including individual investors, defined contribution and defined benefit plans, and corporate and charitable entities. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, with an emphasis on tailored, mostly non-discretionary solutions integrated within the New York Life affiliate structure.

Dennis Liu is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he was associated with NYLIFE Securities LLC, New York Life Insurance Co, Transglobal Holding Company, and he served at Vineyard of Hope Church for over two decades. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through various program types and manages a majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Tigran Basmadjyan is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Eagle Strategies since 2012 and has worked at NYLIFE Securities Inc and New York Life Insurance Company since the mid-2000s. Outside of advising, he is a passive investor in film production and a charitable technology venture aimed at assisting deaf individuals. Eagle Strategies serves a diverse client base, including individual investors, institutional plans, and corporate clients, by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Coley is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked for Verizon/Yahoo for 17 years. 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 a range of advisory programs and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.