Wai Man "Raymond" Chan, Financial Adviser with Eagle Strategies LLC

Wai Man "Raymond" Chan, Financial Adviser with Eagle Strategies LLC Financial Advisor offering investment advisory services through Eagle Strategies LLC I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services thro

ugh Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
425 Market Street, Suite 1600,
San Francisco, Ca 94105
415-393-6060

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. CA Ins Lic # 0E43407

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
09/07/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

08/25/2026

Retirement planning isn't just about how much you've saved. It's also about creating a strategy that can help support your lifestyle throughout retirement.

Research from the LIMRA Retirement Income Institute found that many Gen X women face unique retirement challenges, including lower retirement savings, caregiving responsibilities, and concerns about whether their money will last throughout retirement.

Understanding these factors early can help you make more informed decisions about your future. If you’d like to build a retirement strategy, let’s connect to review your long-term goals, expected expenses, and retirement income needs.

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a ...
08/21/2026

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a relief compared to last year's jump.

Unsure about the right time to invest?Flying high or dipping low, timing the market is never easy. A dollar cost averagi...
08/20/2026

Unsure about the right time to invest?

Flying high or dipping low, timing the market is never easy. A dollar cost averaging (DCA) account, available within a variable annuity, removes the guesswork by investing in equities at regular intervals rather than all at once.

See our Dollar Cost Averaging Advantage (DCAA) Account interest rate, available for a limited time. https://bit.ly/3TdQH3C

A program of regular investing does not ensure a profit or eliminate the risks on investing. Variable annuities are offered only by prospectus. Please read the prospectus carefully before investing.

07/17/2026

People often think of whole life insurance as solely protective. When you realize all the benefits Whole Life affords, it becomes easy to view it as a stabilizing and strengthening financial asset alongside others in a well-diversified portfolio. Learn more about what Whole Life has to offer.
https://nyl.co/3T6vloZ

If you need life insurance that can last your lifetime, build cash value and offer flexibility in payments and death ben...
07/14/2026

If you need life insurance that can last your lifetime, build cash value and offer flexibility in payments and death benefits, a universal life policy could be worth considering.

Universal life insurance offers lifelong coverage and flexible premiums. Find out how a universal life policy works now.

Several methods can help you calculate how much life insurance you need to financially support loved ones
07/10/2026

Several methods can help you calculate how much life insurance you need to financially support loved ones

Learn how to calculate how much life insurance to buy.

Address

39650 Liberty Street, Ste 200
Fremont, CA
94538

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(510) 624-4100

Website

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