Raymond Joel Stellhorn-Tavera

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Alpenweis Financial & Insurance Solutions
  Newport Beach, CA
• 06/2026 → Present
  Blue Cedar Financial And Insurance Solutions
  Newport Beach, CA
• 08/2020 → Present
  New York Life Insurance Company
  Glendale, CA
• 07/2017 → 08/2020
  Super Soccer Stars
  Los Angeles, CA
• 08/2016 → 12/2017
  Red Bull New York Academy Inc.
  Harrison, NJ
• 03/2021 → Present
  Nylife Securities Llc
  Glendale, CA
• 06/2024 → Present
  Eagle Strategies Llc
  Newport Beach, CA

Other Businesses

[United Soccer Coaches Convention; United Soccer Coaches Convention is an annual convention held in January for over 75 years, it is the largest gathering of soccer coaches and administrators in the country.; 30 W. Pershing Rd. Suite 350, Kansas City MO 64108; Start Date 01/2023; Role/Title: Independent Contractor; Not Investment Related; 30 hours per month; 16 hours per month during securities trading hours; assisting Convention Presenters with set up prior to the start of the sessions and making sure education sessions run smoothly coordinating with Convention Center staff.][United Soccer Coaches Convention; January 14-17, 2026, offering a comprehensive experience for soccer coaches and administrators.; 30 W. Pershing Rd. Suite 250, Kansas City, MO 64108; Start Date 01/2026; Role/Title: Independent Contractor; Not Investment Related; 30 hours per month; 16 hours per month during securities trading hours; program staff][Insurance Brokering ; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 888 San Clemente Dr. Suite 250 Newport Beach, CA 92660; Start Date 03/2026; Role/Title: Owner; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ALPENWEIS FINANCIAL & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (NEWPORT BEACH, CA); START DATE: 05/2026] [OPERATING UNDER THE DBA NAME OF BLUE CEDAR FINANCIAL AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (NEWPORT BEACH, CA); START DATE: 06/2026]

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-08-18

Designations

• Chartered Financial Consultant