Sean Son Nhu Phan

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

• 11/2017 → 08/2025
  Bankers Life & Casualty
  San Diego, CA
• 08/2017 → 11/2017
  Weedman Usa
  Middleton, WI
• 06/2017 → 08/2017
  Goodyear Tire And Rubber Company
  Madison, WI
• 08/2013 → 05/2017
  Thomas Aquinas College
  Santa Paula, CA
• 10/2019 → 08/2025
  Bankers Life Advisory Services, Inc
  San Diego, CA
• 08/2025 → Present
  New York Life Insurance Company
  San Diego, CA
• 08/2025 → Present
  Nylife Securities Llc
  San Diego, CA
• 09/2025 → Present
  Eagle Strategies Llc
  San Diego, CA

Previous Registrations

• 2020-10-08 → 2025-08-18
  Bankers Life Advisory Services, Inc.
  San Diego, CA
  Chicago, IL
  San Diego, CA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 7495 Oakland Road Space 4, La Mesa CA, 91942; Start Date: 08/2025; Role/Title: Independent Contractor; Investment related; 8 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-07
• S63 Uniform Securities Agent State Law Examination
  2020-02-07

Other Names

• Sean Son Nhu Phan
• Sean Son Phan