Our Team

Expertise and Advanced Planning Support

Because we assist clients in everything from accumulating wealth to planning for specific goals such as college, retirement, business, or estate planning we have created a team of Chartered Life Underwriters (CLU), Chartered Financial Consultants (ChFC), Certified Financial Planners (CFP), Retirement Income Certified Professionals (RICP) and an Advanced Planning staff of CPAs, Business and Tax Attorneys with decades of practical experience to support your financial planning, insurance and investment needs.

If you have a complex financial, insurance, or investment planning needs, our team will provide an in-depth review, work with you to develop a plan, and implement it. 

 
Harris Kagan, CLU, ChFC, RICP Principal Financial Planner, Insurance, 
and Investment Adviser

Since 1985 we have been dedicated to planning for the insurance, investment, and financial planning                  needs of successful families and entrepreneurs from Pacific Palisades to Palos Verdes to Pasadena:

- Protecting those you love, what you earn, what you own, and the business you may have built

- Planning for life's biggest transitions, on your timeline

- Partnering with you to create the best possible life with the money and resources you have

Sunny Mok, Director of Operations
Tomoko Hashizume, Creative Design Specialist
 
Veronica Pine, CFP, ChFC Financial Planning Specialist

Responsible for supporting Eagle advisers with financial planning case development, coaching, and financial planning best practices. Veronica's areas of expertise include estate and charitable planning, executive benefits, insurance, business, and retirement planning. 

 
Jaqueline Pollack, CFP Paraplanner

Senior Associate and Financial Planning Specialist responsible for supporting us through the financial planning process, including helping leverage eMoney Advisor, assisting in data reviews, case design, and plan creation. 

New York Life's Advanced Planning Group (APG)

https://www.newyorklife.com/advancedplanninggroup

A team of nearly 30 professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning. With more than 300 years of collective experience, the APG supports a variety of wealth strategies and business planning objectives in these key areas:

  • Business protection and succession
  • Nonqualified executive benefit strategies
  • Wealth transfer and distribution strategies
  • Transnational planning (non-U.S. citizen)
  • Estate tax mitigation
  • Charitable planning

Through our individualized case development process, we listen and understand what's important. With our nationwide Agency network, we've been down this path hundreds of times before, helping clients reach their retirement, estate and business planning goals and objectives.

Neither New York Life Insurance Company nor its Agents provides tax, legal, or account advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

 
Melissa Winn, J.D., LL.M. Advanced Planning Attorney

A skilled specialist, collaborating with our high net worth and business owner clients in the areas of succession planning and wealth transfer techniques; qualifed plans and executive benefits. 

 
Caroline K. Akers, J.D., LL.M. Advanced Planning Consultant

A member of our innovative Virtual Consulting team. She has significant legal experience counseling high net worth clients and business owners collaborating with us and other professional advisors on all phases of estate, business and wealth transfer planning.

 

Investment Management and Due diligence team

Supports us with expertise on positioning asset managers and strategies that align with your unique objectives and complement our existing offerings, ensuring we have a robust mix of investments to choose from. The team monitors all available invesment strategies with an ongoing assessment of people, process, performance, and may also review your current portfolio and share ideas about how to improve your client experience.

Recommendations on individual investments to include in the mix are subject to oversight by Eagle's Investment Committee, which leverages expertise both inside and outside of our organization.

 
Timothy Farrell, Portfolio Specialist

Corporate Vice President Eagle Strategies, responsible for analyzing financial statements and offering guidance in positioning asset managers in client portfolios.

Fred Ulbrick, Internal Consultant

Senior Associate and Internal Consultant responsible for providing customized wealth management solutions to advisors and affluent clients. 

 

Need a little help in deciding which products and services would be right for you and your family? Please use the contact us button to e-mail us. We can help you analyze your needs and recommend appropriate products.