San Francisco, CA Market Street Office

Spenser Wong is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 65 and Series 63 designations and has two years of industry experience. His background includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and prior experience outside finance with Philz Coffee and Starbucks Coffee Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers diverse program types and emphasizes tailoring recommendations to client objectives across a broad range of plan sponsors and investors.

Eskinder Assefa is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Eagle Strategies, Eskinder spent 15 years with DiamondTip LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory programs, including fee-based hourly advice and retirement plan consulting.

Robert Gascho is a CFP® professional with 16 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in San Francisco, CA. He has held roles at Eagle Strategies and New York Life Insurance Company since 2009. Outside of his advisory work, he serves as a board member of the National Foundation for Autism Research, a nonprofit supporting programs for individuals affected by autism. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals and institutions. The firm emphasizes tailored advice through multiple program types and operates primarily on a non-discretionary asset management model within an integrated New York Life affiliate structure.

Hector Mendez Vazquez is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 63 and Series 66 licenses and has six years of industry experience. His prior roles include positions with NYLIFE Securities LLC and New York Life Insurance Co. Before his finance career, he was involved with Saint Mary's College of California in both academic and intercultural center roles. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various advisory programs tailored to client objectives, including plans tied to insurance and annuity products, with a significant amount of assets managed on a non-discretionary basis.

Ralph Sklar is a financial advisor with Eagle Strategies (New York Life) based in San Francisco, CA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1995 and operates Silver Transitions Financial & Insurance Solutions since 2008. Outside of his advisory work, he volunteers as an advocate for Children’s Hospital Oakland and serves on the boards of the Telegraph Area Business Improvement District and the Oakland Rotary Endowment. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm emphasizes tailored recommendations delivered through various program types, with the majority of its assets managed on a non-discretionary basis under an integrated New York Life affiliate structure.

David Brody is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has worked with Eagle Strategies since 2012 and also operates Brody, Walsh & Brody Employee Benefits Insurance Services, Inc., where he is involved in insurance brokering and selling non-registered health insurance products through various outside broker appointments. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and a primarily non-discretionary asset management approach.

Jenny Yu is a financial advisor with Eagle Strategies (NY Life) in San Francisco, holding a Series 66 designation and 18 years of industry experience. She has been with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company since 2010. Outside of her advisory role, she serves as vice president of Relationship Business Integrators, a business networking group, and holds officer positions with San Francisco Business Allies and the San Francisco Unified Lions Club Foundation. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm offers multiple program types tailored to client and plan sponsor needs, with the majority of assets managed on a non-discretionary basis.

Stacy Sanders is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. She holds Series 66 and Series 63 licenses and has two years of experience in the industry. Prior to joining Eagle Strategies, she worked at NYLIFE Securities LLC and New York Life, and she has seven years of experience in real estate with Coldwell Banker Realty. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Fatema Udaipurwala is a CFA® charterholder affiliated with Eagle Strategies (NY Life) in San Francisco, with eight years of industry experience. Her career includes roles at Silver Transitions Financial & Insurance Solutions and NyLife Securities, LLC, as well as ongoing service with New York Life Insurance Company since 2018. She is a board member and co-chair of the programs committee for Financial Women of San Francisco. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored solutions across multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Anthony Garibaldi is a CFP® professional with 16 years of experience in financial advising. He has been with Eagle Strategies (NY Life) since 2011 and also affiliated with Nylife Securities LLC and New York Life Insurance Company since 2010. Garibaldi serves as Treasurer and board member of the San Francisco Peninsula chapter of NAIFA, the National Association of Insurance and Financial Advisors. 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 provides a range of program types tailored to client objectives and emphasizes largely non-discretionary asset management within the New York Life affiliate structure.

Kevin Choi is a financial advisor with Eagle Strategies (New York Life) based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with New York Life and its affiliated entities since 1997. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with the majority of assets managed on a non-discretionary basis.

Frank Laniecki is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA, holding Series 63 and 65 licenses and bringing 22 years of industry experience. He has worked with Stivers Financial and Insurance Services since 2009 and has been affiliated with Eagle Strategies, Nylife Securities Inc., and New York Life Insurance Company since 2004. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types, with a significant focus on non-discretionary assets and fiduciary responsibilities for retirement investors.

Hai Ngo is a financial advisor at Eagle Strategies (NY Life) with 19 years 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 Company since 2021. Outside of his advisory role, he serves as Board President Trustee for the Milpitas Unified School District and volunteers as a youth softball coach. 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 offers a range of programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Kyle Kurahara is a financial advisor with Eagle Strategies (New York Life) in San Francisco, CA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Eagle Strategies since 2010 and previously worked at Council Financial and Insurance Services. He serves as president of San Francisco Business Allies, a networking group for business owners, and is a board member of Nihonmachi Little Friends, a local preschool and daycare. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and delivers tailored advice primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

David Walsh is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has held long-term roles at Brody, Walsh & Brody Employee Benefit & Insurance Services, Inc., Royal Alliance Associates Inc., Nylife Securities Inc., and New York Life Insurance Co. Outside of his advisory work, Walsh is the owner of Brody, Walsh & Brody Employee Benefit & Insurance Services, Inc. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.