Your Financial Advisor DAVID "BRENT" BRENT AGEE

Address

2999 DOUGLAS BLVD SUITE 300, ROSEVILLE, CALIFORNIA 95661

Phone
Cell: 916-781-7401
Fax: 916-774-6208
My approach

As a financial advisor for Eagle Strategies, a wholly-owned subsidiary of New York Life, I specialize in creating custom insurance and financial solutions to meet the needs of clients like you. Working together, we’ll develop a comprehensive approach that addresses today’s needs, tomorrow’s goals, and helps transfer wealth to the next generation.

Solutions to fit your needs.

Here to help you plan for today and tomorrow.

With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you.

Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.

My Credentials:

20+ years licensed insurance professional

Certification and Education:

Protect your family – now and into the future. 

Tell me a bit about yourself, and I will call you to discuss a personalized strategy. 

This helps us understand your immediate needs.

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Life is a journey. We're here to help you along the way.

DAVID "BRENT" BRENT AGEE

CA Insurance License #0C01511

Not licensed to sell in all jurisdictions.

DAVID "BRENT" BRENT AGEE is a Financial Advisor for Eagle Strategies LLC, a Registered Investment Advisor. Eagle Strategies LLC is a New York Life Company. 

DAVID "BRENT" BRENT AGEE Financial Services Professional for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. NYLIFE Securities LLC is a New York Life Company. For more information about NYLIFE Securities LLC and its investment professionals, click here.