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Nadia Stanley

Advisor at Eagle Strategies (NY Life)

Updated today
Eagle Strategies (NY Life) logo

Firm

Eagle Strategies (NY Life)

Location

Glendale, CA 91203

Credentials

Series 63, Series 65

Industry experience

2 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Percentage

$0+: Up to 0.80% annually (Retirement Plan Consulting Program, negotiable, may be tiered) $0+: 0.05% to 0.80% annually (ERISA Investment Manager Program, negotiable, may be tiered) $0+: 0% to 1.25% annually (Co-Advisory Program, negotiable) $0+: 0% to 1.00% annually (New York Life Premier Advisory Variable Annuity, negotiable)

Commissions

Commissions and other compensation may be received by IARs acting as insurance agents or registered representatives for insurance, annuities, and securities products sold separately from advisory services.

Project-based

Hourly fee-based advice generally ranges from $100 to $400 per hour, negotiable.

Subscriptions

Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years; payment options include annual, monthly or quarterly installments.

Other

Fee-only: Financial planning fees range from $500 to $35,000 per plan; hourly advice fees $100 to $400 per hour; seminar fees $35 to $200 per attendee; Foundational Analysis is free.

Work history

Eagle Strategies LLC

2025 - Present (1 year)

NYLIFE Securities LLC

2023 - Present (3 years)

New York Life Insurance Company

2023 - Present (3 years)

Intellishop

2023 - 2023 (1 year)

Marketforce

2023 - 2023 (1 year)

Square Huxtable LLC

2022 - Present (4 years)

Bunim Murray Productions

2022 - 2022 (1 year)

MentalC Health

2021 - 2021 (1 year)

The Regal Agency

2021 - Present (5 years)

Deviants Productions

2020 - 2020 (1 year)

MentalCHealth

2020 - 2020 (1 year)

Productions Plus

2019 - 2019 (1 year)

Unemployed

2019 - 2019 (1 year)

The Plan

2018 - 2018 (1 year)

Unemployed

2017 - 2017 (1 year)

ITV Productions

2017 - 2017 (1 year)

NBC Universal

2016 - 2016 (1 year)

Unemployed

2016 - 2016 (1 year)

Beyond Productions

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Christopher S

CFP®, EA

Santa Monica, CA

Silicon Beach Financial LLC

At Silicon Beach Financial, we believe in the transformative power of your wealth. We’re more than just a financial guide—we’re your dedicated partner in realizing ambitious dreams and shaping the future. Our mission is to support visionary entrepreneurs and innovators who are driven to make a significant impact on the world. Our approach is deeply rooted in collaboration and partnership. We start by understanding your unique vision and then craft a comprehensive financial plan that aligns with your goals. Whether it’s managing investments to secure both short-term needs and long-term opportunities, or navigating the complexities of tax planning to maximize your wealth, we’re here to ensure you’re always ahead of the curve. We’re passionate about empowering individuals who are not only driven by financial success but also by a desire to create meaningful change. Our values—organization, accountability, objectivity, proactivity, education, and partnership—define how we work with you. We bring order to your financial life, help you make informed decisions, and anticipate life’s transitions with proactive strategies. Founded by Christopher Stroup, a recognized LGBTQ+ leader in financial planning, Silicon Beach Financial was created specifically for those who dare to dream big and make a difference. If you’re ready to transform your financial future and leave a lasting impact, let’s partner to turn your vision into reality. With us, your wealth isn’t just about accumulation; it’s about making a difference in the world.

Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner LGBTQIA Gen Y/Millennials (Born 1980-1995)

Larry K

CFP®

Los Angeles, CA

Digital Wealth, LLC

Hi, I’m Larry Koeppel, founder of Digital Wealth. We work with busy tech professionals who are serious about saving and want to work toward achieving their biggest financial goals. We collaborate with our clients, and help to hold them accountable as they maximize their fullest financial potential, and live their ideal life! The name Digital Wealth has a dual meaning: First, the firm works mainly with the Digital LA community. Second, the firm utilizes leading-edge digital tools to provide a frictionless, high-level of financial planning and investment management. Digital Wealth is virtual in nature which enables us to assist in the State of California and in other jurisdictions where exempted. Although we are focused on Silicon Beach we are able to work with clients in other tech communities such as Silicon Valley, Seattle, Portland, Boulder, Denver, Salt Lake City, Austin, New York, Chicago, Washington D.C., Research Triangle, etc. Our goal is to help you start building your wealth, and improve your money habits now so that you can start building an exceptional financial future. To learn more please visit the Digital Wealth website at https://digitalwealth.la and then schedule an introductory meeting at https://calendly.com/digitalwealth. I look forward to meeting you!

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning Technology Professional Gen X (Born 1965-1980)

Billy H

CFP®

Sherman Oaks, CA

Billfold Budget Counseling

Hello! My name is Billy (he/him), owner of Billfold Budget Counseling. I provide accessible financial advice for folks who want to see (or even make) significant, progressive change in our world. My goal is to help you tackle your financial challenges, so you can focus on making the world a more compassionate, diverse, and understanding place. I believe that money is not a natural thing. Be it overspending, living paycheck to paycheck, or a low credit score…these money mishaps are actually quite common. Because of this, I feel that there’s no shame in not understanding personal finance. Heck, when I was studying accounting as an undergrad, I managed to get in over my head with credit card debt. A situation due to a lack of personal finance knowledge. But this overwhelming burden would weigh on my every action, and my not-so-wise decision to ignore the problem only made it worse. I was eventually able to pay off my debt through sheer chance (and lots of part-time work), but I never wanted to feel that level of anxiety again. However, what was bad for me is often worse for others. In this country, there are haves and have-nots, and money has historically been hoarded by haves: rich, white, powerful men. As a privileged white male, I had the opportunities that lead me to eventually being debt-free. I could see how my challenges were relatively small compared to the structural issues that other folks face. So, I’ve made it my mission to not only provide financial planning, education, and coaching but to have my advice be as accessible as possible. Especially to those who have had dealt with money hardships, but still want to give back to their communities. That way, you can focus on your mission to make the world a compassionate, diverse, and understanding place. So if you’re ready to enlist help to tackle your financial burdens (without cliché, condescending advice like “eat less avocado toast” or “don’t buy lattes”), please reach out for a complimentary consultation. https://calendly.com/billfoldbudget/initialconsultation

Cash flow / budgeting Debt management Gen Y/Millennials (Born 1980-1995) Financial coaching / therapy

Gabbi C

CFP®

Los Angeles, CA

Sustain Financial Inc.

Hello, I’m Gabbi and I help teachers in WA and CA make smart decisions with their money. As a former teacher, I first got into personal finance because I knew I didn’t have a lot of extra money to mess around with. I wanted to put my dollars to work just as hard as I was. While I love teaching and miss my students, I knew I had to help other teachers and people like me figure this out, so I switched careers into finance. As a Certified Financial Planner™ (CFP®), Accredited Financial Counselor (AFC®) and Trauma of Money Certified Practitioner, I believe in taking a holistic approach to your money. We always start the financial planning process by talking about your values so that we can build your financial plan around them to reach your financial goals. We’ll work together to find a good balance between living well now and saving for the future-you. I completed my teaching credential, Master’s in Education, and Bachelor’s in International Relations from UC Davis. When I’m not reading personal finance books or working with clients, I spend my time rock climbing, hula dancing, and learning Spanish.

Educators, Teachers, and Academics Public Service Employee Gen Z (Born 1996-2010) Minorities

Cristina L

CFP®

Glendale, CA

Mana Financial Life Design

Mana FLD offers professional financial advice that empowers you to protect and celebrate your hard earned money. We start with our clients' hopes and dreams: getting an intimate view of their values, attitudes, and feelings towards money and its connection to lifestyle. Next comes smart planning: as we work one-on-one with each client to learn your finances inside and out, resulting in deep knowledge sharing, and ongoing support capable of shifting attitudes and building wealth. The outcome is freedom through partnership: our clients are supported to grow, develop and stand strong through life’s transitions, as we build new strategies for self-awareness and personal identity. Throughout the journey, we help turn clients' dreams and goals into reality.

Equity Recipients (RS/RSU, SOP, ESPP) Executive Sandwich Generation Gen X (Born 1965-1980)

David N

CFP®

Sherman Oaks, CA

Parkwoods Wealth Partners, LLC

David Nash is a Wealth Advisor at Parkwoods Wealth Partners, a fiduciary, fee-only financial planning firm. He works with tech employees, executives, and high-earning families to bring clarity and confidence to their financial lives. Drawing on a wide range of experience — from earning his MBA in Finance at UCLA Anderson to roles in investment banking at Barclays and as a Regional Director at Dimensional Fund Advisors — David helps clients make informed, thoughtful decisions about their wealth. His background allows him to understand the complex benefits and financial opportunities that come with working at innovative companies. David’s planning focuses on what matters most to busy professionals and growing families: optimizing taxes for retirement, making the most of equity compensation, and building strong estate and education plans. His approach is personal and practical, meeting each client where they are and helping them move toward their long-term goals with confidence. Above all, David believes financial advice should be clear and empowering. He takes time to explain options, guide decisions, and provide support as life and wealth evolve.

General tax planning Technology Professional Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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