Dr. Gerardo Discepolo, MBA-Wealth Advisor-Eagle Strategies

Dr. Gerardo Discepolo, MBA-Wealth Advisor-Eagle Strategies Dr. Gerardo Discepolo, MBA, WMCP-Financial Advisor-Eagle Strategies Please contact me to help you fully analyze your needs and recommend appropriate solutions.

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. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent wi

th 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. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
125 West Romana Street, Pensacola, FL 32502
850-816-8531
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. Neither Latino & American Financial Group LLC, nor 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. Latino & American Financial Group LLC is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions.

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

People are living longer and as a result, retirement lasts longer. That means retirement planning is about creating an i...
09/07/2026

People are living longer and as a result, retirement lasts longer. That means retirement planning is about creating an income strategy designed to support a longer time horizon.

If you'd like to revisit your retirement plans and discuss how a longer retirement may affect your goals, let's connect.

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But...
09/07/2026

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one may be right for you.

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs irrevocable. But only one is right for you.

Wanna start the day off right? Give me a call and let me show you how you can get $1 million of dependable term life ins...
09/03/2026

Wanna start the day off right? Give me a call and let me show you how you can get $1 million of dependable term life insurance for less than your daily cup of coffee.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a ...
09/03/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

Conventional rules don't count savings, lack of debt or credit score as much as a monthly income. But there are alternat...
08/31/2026

Conventional rules don't count savings, lack of debt or credit score as much as a monthly income. But there are alternative routes you can take.

A rising cost of living has Americans tracking their spending more carefully, with millennials leading the charge, accor...
08/31/2026

A rising cost of living has Americans tracking their spending more carefully, with millennials leading the charge, according to a recent NerdWallet survey.

Not sure you can afford to give your family the financial protection they need? Reach out today and let me share with yo...
08/27/2026

Not sure you can afford to give your family the financial protection they need? Reach out today and let me share with you some term life insurance rates that should get your heart pumping.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

Many consumers rely on credit cards to pay for everyday expenses, such as groceries, but some can't make the minimum pay...
08/27/2026

Many consumers rely on credit cards to pay for everyday expenses, such as groceries, but some can't make the minimum payment, according to a new report.

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.
08/20/2026

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.

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125 West Romana Street/Suite 720
Pensacola, FL
32503

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