Angelo Valdez, MBA, CLTC
Financial strategies with Purpose, Clarity and a Personal Approach
For more than 13 years, Angelo has built his boutique financial practice around a simple belief: clients should be cared for like family. That philosophy shapes every relationship and every financial plan he develops.
Angelo works with families, professionals, and business owners to create customized, holistic financial strategies designed to enhance confidence, peace of mind, financial stability, and a clear path toward the future. His approach begins with understanding what matters most to each client—their family, values, aspirations, concerns, and the legacy they hope to leave behind.
His planning focuses on the complete financial picture, with specialties in risk mitigation, strategic wealth accumulation, retirement and retirement income planning, long-term care strategies, and legacy and estate planning strategies. Through Eagle Strategies LLC, a Registered Investment Adviser, Angelo provides advisory services under a fiduciary standard, placing the interests of his advisory clients first.
Angelo believes thoughtful financial planning can accomplish more than achieving financial goals. Done well, it can brighten futures and create positive generational ripple effects—helping the decisions made today provide greater opportunities, security, and lasting impact for the people and generations that follow.
His comprehensive approach is complemented by the strength and resources of New York Life, an organization with more than 180 years of history, providing clients with the personal attention of an individual practice supported by the resources of one of America’s most established financial institutions.
A brighter financial future begins with a thoughtful plan. Angelo welcomes the opportunity to start the conversation and help clients take that first step in your financial strategic journey, with clarity and confidence.
* Financial Adviser for Eagle Strategies LLC. Eagle Strategies LLC is a New York Life Company.
• Angelo Valdez is a Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, and a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.
• Angelo Valdez is also an agent licensed to sell insurance through New York Life Insurance Company and may be licensed to sell insurance through various other independent unaffiliated insurance companies.
• Eagle Strategies LLC (Eagle) is an indirect wholly owned subsidiary of New York Life Insurance Company and an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Investment products are not guaranteed and may lose value. No tax or legal advice is provided by Eagle, its IARs or its affiliates.
