Jeffrey Wolfe is a financial services professional with a diverse background in managing insurance and financial needs. A licensed agent of New York Life Insurance Company, he offers his clients investment advisory services through Eagle Strategies, LLC. With nearly a decade of experience in the industry, Wolfe has become well equipped to handle clients' financial management needs.

Wolfe studied business administration at Pepperdine University, with a focus on management and operations, and earned a Bachelor of Science with a 3.75 GPA. He also completed the Certified Financial Planner Program at Kaplan University, as well as the associate program with a 3.80 GPA at Marymount California University. Additionally, he studied to become an Emergency Medical Technician at El Camino College.

Wolfe has worked for several top financial advisory firms, including Morgan Stanley, UBS, and Western International Securities, before joining NYLIFE Securities LLC. In each role, he has gained a specialty in college funding, retirement planning, managing extended care costs, and lifetime income strategies.

He is located in Glendale, CA and welcomes any inquiries from individuals seeking financial guidance.