Reno, NV Office

Team
Updated today

Client AUM

$31,248,885,097

Clients

132,722

Advisors

7

Of 2,484 advisors across 960 offices

Location

5340 Kietzke Ln., Suite 200

Reno NV 89511

Advisors at this office

7

Advisors at this office

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Carisse G

Series 63, Series 66

Reno, NV

Eagle Strategies (NY Life)

Carisse Gafni is a financial advisor with Eagle Strategies (NY Life) based in Reno, NV, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with Eagle Strategies since 2014 and has a long-standing affiliation with New York Life Insurance starting in 2000. Outside of advisory work, she is involved in brokering non-registered insurance products through various outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, 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
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Spencer F

Series 66, Series 63

Reno, NV

Eagle Strategies (NY Life)

Spencer French is a financial advisor with Eagle Strategies (NY Life) based in Reno, NV. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to his advisory roles, Spencer operated outdoor recreation businesses including Lake Tahoe Snowmobile Tours and Donner Lake Watersports. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored solutions through various program types and manages 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
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Richard G

Series 63, Series 66

Reno, NV

Eagle Strategies (NY Life)

Richard Green is a financial advisor with Eagle Strategies (NY Life) in Reno, NV, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has been with Eagle Strategies since 2019 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2009 and 2011, respectively. Outside of advisory work, he is also involved in insurance brokering for non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and corporate clients. The firm emphasizes tailored recommendations and delivers solutions through various program types, with most assets managed 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
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Blayne G

ChFC®, Series 63

Reno, NV

Eagle Strategies (NY Life)

Blayne Gale is a financial advisor with Eagle Strategies (New York Life) based in Reno, NV, holding the ChFC® designation and Series 63 license, with 26 years of industry experience. He has been with Eagle Strategies since 2006 and has worked with Frontline Wealth Group since 2023. Outside of his advisory role, Blayne serves as Chairperson of the Board for the Salvation Army in Reno and is a board member of Nevada’s Division of Insurance Commissioner’s Agent Advisory Council. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, offering a variety of program types tailored to client objectives. The firm operates within the New York Life affiliate structure and handles a significant portion 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
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Michael S

Series 66, Series 63

Reno, NV

Eagle Strategies (NY Life)

Michael Shain is a financial advisor with Eagle Strategies (NY Life) based in Reno, NV, holding Series 66 and Series 63 licenses and having 11 years of industry experience. He has been affiliated with Eagle Strategies since 2024 and with Nylife Securities LLC and New York Life Insurance Company since 2015. Shain serves on the boards of the Northern Nevada chapter of NAIFA and Truckee Meadows Tomorrow, a nonprofit focused on economic data and community outreach in Northern Nevada. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and maintains a majority of its assets under management 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
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Christine P

Series 63, Series 66

Reno, NV

Eagle Strategies (NY Life)

Christine Parman is a financial advisor with Eagle Strategies (NY Life) based in Reno, NV, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has worked at Eagle Strategies since 2021 and concurrently with NYLife Securities LLC and New York Life Insurance Company since 2014. Parman also owns and operates Frontline Wealth Group, focusing on selling New York Life products and brokering non-registered insurance products. She serves as a board member of Scarlet Hope, a nonprofit organization that provides outreach to women in the adult entertainment industry. Eagle Strategies serves a broad range 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 delivers advice through various program types, with the majority of assets managed 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
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Stanley G

ChFC®, Series 63, Series 65

Reno, NV

Eagle Strategies (NY Life)

Stanley Goodin is a financial advisor with Eagle Strategies (NY Life) in Reno, NV, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including longstanding roles at NYLife Securities LLC and New York Life Insurance Company since the early 1980s. Outside of his advisory work, he is involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, working with individual investors as well as defined contribution and benefit plans.

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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