San Mateo, CA Mariners Island Blvd Office

Jaclyn Magbitang is a financial advisor at Eagle Strategies (NY Life) based in San Mateo, CA, with 11 years of industry experience. She holds the ChFC® and Series 63 designations and has worked at Eagle Strategies since 2022. Her prior experience includes roles at Nylife Securities, LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis.

Tara Ellis is a financial advisor with Eagle Strategies (NY Life) based in San Mateo, CA, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Money Concepts Capital Corp., Minnesota Life Insurance Company, Securian Financial Services, and Compass Capital Management. Outside of her advisory work, she serves on the board of advisors for Heatrx, a pest control bedbug remediation company, and holds a partner role in its Los Angeles expansion, contributing to sales training and operations. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Nagarajan Nilakantan is a financial advisor with Eagle Strategies (NY Life) based in San Mateo, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Crowdstrike, Conga (Apttus), Google (via Infosys), and Symantec (Norton). 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 emphasizes tailored advice delivered through multiple program types and manages a substantial portion of assets on a non-discretionary basis.

Jennifer Cheung is a financial advisor with Eagle Strategies (NY Life) based in San Mateo, CA, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. She operates Ruby Legacy Financial and Insurance Solutions and serves as a board member of the Asian Real Estate Association of the East Bay. Cheung is also active in community service organizations, including the Wa Sung Community Service Club and the Asian Advisory Committee on Crime. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria, delivering mostly non-discretionary asset management alongside advisory services connected to insurance and annuity products.

Rigoberto Ruiz is a financial advisor with Eagle Strategies (NY Life) in San Mateo, CA, holding a Series 66 designation and seven years of industry experience. His career includes roles at NYLIFE Securities LLC, New York Life Insurance Co., Edward Jones, and Wells Fargo Clearing Services. Outside of his advisory work, he is the owner of Armor Property Investment LLC. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of program types tailored to client goals and Plan Sponsor criteria, primarily managing assets on a non-discretionary basis.

Carl Consing is a financial advisor with Eagle Strategies (NY Life) in San Mateo, CA, holding a Series 66 designation and 18 years of industry experience. He previously worked at Ameriprise Financial Services for 15 years before joining Eagle Strategies and affiliated New York Life entities in 2023. Carl serves as a board member of the NAIFA San Francisco Peninsula chapter, where he helps plan and execute educational programs for members. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and plan sponsors. The firm emphasizes tailored advice and manages most assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Annaamalaii Palani is a Series 66-licensed financial advisor with seven years of industry experience, currently with Eagle Strategies (NY Life) since 2020. Her prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Co., First Republic PWM, and Fisher Investments. She is also appointed as an insurance broker for non-registered products with outside carriers. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Joanna Cui is a CFP®-designated financial advisor with over 31 years of industry experience. She is affiliated with Eagle Strategies (New York Life) and has worked with New York Life Insurance Company and NYLIFE Securities LLC since 1994. Since 2012, she has operated Joanna Cui Financial & Insurance Services, providing group health insurance for Silicon Valley start-ups and life insurance products through BISYS. 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 provides a range of advisory programs, focusing primarily on non-discretionary assets and working with various institutional sponsors within an integrated New York Life affiliate structure.