Newport Beach, CA San Clemente Drive Office

Kathleen Fox is a financial advisor with Eagle Strategies (New York Life) based in Newport Beach, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Anacapa Advisors, LLC and Burke & Quick Partners, as well as periods of self-employment. Outside of her advisory work, she serves on the board of the Kappa Kappa Gamma Sorority’s Delta Gamma Chapter, overseeing financial operations, and holds an officer role with the June Lake Loop Performing Arts Association, supporting cultural and arts initiatives. Eagle Strategies serves a diverse client base including individuals, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm offers multiple program types and focuses on tailored recommendations, with the majority of assets managed on a non-discretionary basis.

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) based in Newport Beach, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he was involved with Comfort DTC Inc. dba Molecule for seven years. Choi also serves as a board member for Angeles Samaritan Mission, a religious nonprofit focused on teaching, training, and outreach for underserved communities. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering 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 New York Life affiliate structure.

Vijaykrishna Sadagopan is a financial advisor with Eagle Strategies (NY Life) in Newport Beach, CA, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work history includes roles at NYLIFE Securities LLC and New York Life Insurance Co, as well as earlier positions in the technology sector at Qualcomm Life Inc. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm provides a range of financial planning, investment management, and retirement-plan advisory services, primarily on a non-discretionary basis, with a focus on tailored recommendations and fiduciary responsibilities under PTE 2020-02.

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.