San Diego, CA Office

Scott Schechter is a financial advisor with Eagle Strategies (NY Life) in San Diego, CA, holding CFP® and ChFC® designations with 24 years of industry experience. He has been affiliated with New York Life and its related entities since 2002. Outside of his advisory role, Schechter serves on the board of the ACLU of San Diego & Imperial Counties and volunteers with Amplified Impact Partners, a nonprofit that provides strategic consulting services to other nonprofit organizations. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis.

Sherry Senesy is a CFP® professional with 15 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in San Diego, CA. She has worked at Eagle Strategies since 2016 and operates her own business, SRS Financial & Insurance Solutions, through which she brokers non-registered insurance products. Senesy is also appointed as an insurance broker with outside carriers. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Douglas Shepard is a financial advisor with Eagle Strategies (NY Life) based in San Diego, CA. He holds Series 63 and Series 65 designations and has 27 years of industry experience, including 12 years with New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its regulatory assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Alisa Civello is a financial advisor with Eagle Strategies (NY Life) based in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with NYLIFE Distributors LLC since 2005 and New York Life Insurance Company since 1996. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.