Newport Beach, CA San Clemente Drive Office

Kathleen Fox is a financial advisor with Eagle Strategies (NY Life) in Newport Beach, CA, holding Series 63 and Series 66 licenses and 20 years of industry experience. Her prior roles include positions at NY Life Securities, New York Life Insurance Company, Anacapa Advisors, and Burke & Quick Partners. She serves as a board member for the Kappa Kappa Gamma Sorority and is an officer with the June Lake Loop Performing Arts Association, involving herself in financial oversight and community arts support. Eagle Strategies serves individual and institutional clients by offering 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, with notable work in retirement solutions linked to insurance and annuity products.

Guilherme Jubran is a financial advisor with Eagle Strategies (NY Life) based in Newport Beach, CA. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His career background includes roles at NYLIFE Securities LLC and New York Life Insurance Company. 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, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jeffrey Kuhn is a financial advisor at Eagle Strategies (NY Life) in Newport Beach, CA, with two years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at firms including Cambridge Investment Research Inc. and NYLIFE Securities LLC. Kuhn’s background includes roles outside of finance such as working with Lug Sports. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the vast majority of its assets on a non-discretionary basis.

Raymond Stellhorn Tavera is a financial advisor at Eagle Strategies (NY Life) with five years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Blue Cedar Financial and Insurance Solutions, AlpenWeis Financial & Insurance Solutions, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he serves as an independent contractor for the United Soccer Coaches Convention, assisting with event coordination. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

John Choi is a financial advisor with Eagle Strategies (NY Life) in Newport Beach, CA, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Co and currently operates under Blue Cedar Financial and Insurance Solutions. Outside of his advisory roles, he serves as a board member of Angeles Samaritan Mission, a religious nonprofit focused on teaching, training, and outreach to underserved communities. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm emphasizes tailored advice delivered through various program types and manages the majority of its assets on a non-discretionary basis.

Vijaykrishna Sadagopan is a financial advisor at Eagle Strategies (NY Life) with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co since 2024. Prior to his advisory roles, he held positions at Qualcomm Life Inc. and other companies. 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 uses multiple program types to tailor recommendations and manages the majority of its assets on a non-discretionary basis.

Kyle Nguyen is an advisor with Eagle Strategies (NY Life) based in Newport Beach, CA. He holds the Series 63 and Series 66 designations and has been with Eagle Strategies since 2026. Prior to joining the firm, he worked at NYLIFE Securities LLC, New York Life Insurance Company, and ConsumerDirect Inc, along with experience at the University of California, Riverside and CAL Auto Service. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through various program types, emphasizing tailored recommendations aligned with client objectives and Plan Sponsor criteria.

Andrew Mcreynolds is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 designations. He has 17 years of industry experience, including roles at New York Life Insurance Company and NYLIFE Securities LLC since 2008. Mcreynolds also owns Monarch Grove Wealth Strategies & Insurance Solutions, where he is involved in brokering insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored advice delivered through multiple program types, with a large majority of assets managed on a non-discretionary basis.