New York, NY Lexington Ave Office

Joel Field III is a CFP® professional affiliated with Eagle Strategies (NY Life) in New York, NY, with 18 years of industry experience. He has been involved with Eagle Strategies since 2010 and operates Field Financial Strategies, LLC, which provides services related to New York Life products and insurance brokering. Outside of his advisory work, Joel pursues oil painting and volunteers as a spiritual teacher and preacher for various churches. Eagle Strategies serves a diverse client base including individuals and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated structure alongside New York Life affiliates.

Gurgen Bakhshiyan is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has been affiliated with Nylife Securities LLC since 2011 and New York Life Insurance Company since 2004. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its regulatory assets on a non-discretionary basis.

Akeem Brooks is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 credentials and offering 10 years of industry experience. His prior roles include positions at Nylife Securities, LLC and New York Life Insurance Co., and he operates Ascend Wealth Strategies LLC, which focuses on selling New York Life products and brokering non-registered insurance products. 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 emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Terry James is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been associated with New York Life and Nylife Securities since 2004 and 2005, respectively, and operates Terry James & Associates, LLC, which brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, offering financial planning, investment management, and retirement-plan advisory services with a focus on tailored advice and predominantly non-discretionary asset management.

Richard Hoberman is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Eagle Strategies and affiliated entities since 2018, and with New York Life Insurance Company since 2002. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis, offering a range of program types including fee-based advice and retirement plan consulting.

Robin Badanes is a CFP® certificant with 42 years of experience in the financial services industry. He is currently with Eagle Strategies (NY Life), where he has worked for 17 years, and also maintains long-term affiliations with Nylife Securities Inc. and New York Life Insurance Company. He previously operated Badanes Financial Associates for 10 years. Outside of his advisory work, Badanes serves as a board member for the cooperative housing organization at his residence in New York City. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors and institutional sponsors. The firm offers multiple advisory programs and emphasizes tailored solutions, primarily managing assets on a non-discretionary basis within an integrated New York Life framework.

Alexander Mason is a CFP® professional affiliated with Eagle Strategies (NY Life) and has 19 years of industry experience. His career includes tenures at XL Financial Group and Nylife Securities, Inc., as well as New York Life Insurance Company. He is also appointed with various outside insurance carriers to broker 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 offers tailored advice across multiple programs and manages a significant portion of its assets on a non-discretionary basis.

Claribel Henriquez is a financial advisor with Eagle Strategies (NY Life) in New York, NY. She holds Series 65 and Series 63 licenses and has four years of industry experience. Her work history includes roles at Eagle Strategies LLC and NYLIFE Securities LLC, as well as prior experience with New York Life Insurance Company. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages a large portion of assets on a non-discretionary basis.

Anna Chu is a financial advisor at Eagle Strategies (NY Life) with 26 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Eagle Strategies and affiliated entities since 2015. In addition to her advisory role, she brokers non-registered insurance products with various outside carriers. Eagle Strategies serves a broad range of individual 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, with a significant portion of assets managed on a non-discretionary basis.

Samuel Yakubu is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding the ChFC® designation and Series 63 license. He has 21 years of industry experience and has been with Eagle Strategies since 2013. Yakubu is also the owner of Sky Financial Group LLC and Sky Brokerage LLC, through which he brokers property and casualty insurance products. Eagle Strategies serves a diverse client base including individuals and institutional investors, 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.

Johnson Kho is a CFP®-certified financial advisor with 39 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has worked at Eagle Strategies since 2011 and has maintained ongoing roles with Kho Financial Group, Nylife Securities Inc., and New York Life Insurance Co. since 1987. Outside of his advisory work, Kho serves as an officer of the Philippine Chinese Association of America, a networking organization for Philippine Chinese and other Asian Americans on the Eastern Seaboard. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Kober is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding a Series 66 credential and bringing 12 years of industry experience. He has been with Eagle Strategies since 2017 and associated with New York Life and NYLIFE Securities since 2016. Outside of his advisory role, he serves as a board member of the Hemophilia Association of New Jersey Membership Services Committee, reviewing financial assistance applications for low-income families. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm delivers 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.

Jenny Kho is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. She has 43 years of industry experience, including long-term roles at New York Life Insurance Company and Nylife Securities Inc. She also operates Kho Financial Group, through which she sells New York Life products and brokers non-registered insurance 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 significant portion of its assets on a non-discretionary basis within the New York Life affiliate structure.

Alberto Quiroz Mota is a financial advisor at Eagle Strategies (NY Life) with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Eagle Strategies since 2024, with prior experience at NYLIFE Securities LLC and New York Life Insurance Company since 2015, as well as at AQM Financial, LLC starting in 2026. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis through its integrated structure with New York Life affiliates.

Xiaomao Wang is a financial advisor at Eagle Strategies (New York Life) with 19 years of industry experience. Wang holds Series 63 and Series 65 licenses and has worked with New York Life Insurance Company and NYLIFE Securities LLC since 2010. Outside of advisory activities, Wang is involved in insurance brokering through Hudson Financial & Insurance Services Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.