Josh Amparan, Financial Advisor with Eagle Strategies LLC

Josh Amparan, Financial Advisor with Eagle Strategies LLC Dedicated Fiduciary Financial Advisor assisting individuals and business owners develop a sound financial strategy to create, build, and preserve wealth.

Fee Based Planning services available. 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 off

ering investment advisory services through 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. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

8000 Interstate 10 West, Suite 800
San Antonio, TX 78230
Office: (210)321-1428

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. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. 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. I am not licensed in all jurisdictions.

Should you work until you reach your full retirement age or retire early? Learn about the pros and cons to both options.
10/31/2025

Should you work until you reach your full retirement age or retire early? Learn about the pros and cons to both options.

The majority of people retire early, leaving the workforce before reaching their full retirement age (FRA). Maybe you should, too.

Fannie Mae has released its latest predictions about where mortgage rates are headed.
10/27/2025

Fannie Mae has released its latest predictions about where mortgage rates are headed.

A recent survey revealed that 58% of all respondents fear they will outlive their savings.
10/25/2025

A recent survey revealed that 58% of all respondents fear they will outlive their savings.

A growing number of younger Americans are grappling with financial strain, with 42% reporting they live paycheck to paycheck.

10/21/2025

Money doesn’t come with a roadmap, but your goals still need directions.

That’s where a financial advisor helps. Not just with investments, but with real-life planning: protecting what matters most, building confidence, and creating a clear path forward. Because wealth isn’t just what you earn. It’s what you plan for.

Ready to turn intentions into action? Let’s talk about your next step.

I’m thrilled to be hosting this year’s Advisor Symposium. This premier event is for accountants and attorneys who guide ...
10/15/2025

I’m thrilled to be hosting this year’s Advisor Symposium. This premier event is for accountants and attorneys who guide clients through advanced business and estate planning strategies.
This year, we’re bringing together an exceptional panel of thought leaders to explore topics that matter to your clients, from foundational and strategic trust planning, to advanced tax planning strategies, to safeguarding business continuity and preserving family legacies.
It’s going to be an insightful and impactful program filled with actionable strategies, expert perspectives, and opportunities to strengthen your professional knowledge.
Download the flyer to learn more and follow the link to reserve your seat today. Join me for an event you won’t want to miss! https://bit.ly/3J7xOe4

Whether you watch the stocks or invest in real estate, living in one of these states could reduce your investment taxes ...
10/13/2025

Whether you watch the stocks or invest in real estate, living in one of these states could reduce your investment taxes in 2025.

Living in one of these places could lower your 2025 investment taxes — especially if you invest in real estate.

Understanding the different types of life insurance available is crucial for finding the right policy. Discover what typ...
10/11/2025

Understanding the different types of life insurance available is crucial for finding the right policy. Discover what type of life insurance will fit your financial goals.

Discover what type of life insurance will fit your financial goals.

Lessons learned in times of market volatility.
10/09/2025

Lessons learned in times of market volatility.

Making thoughtful investments during uncertain times carries less risk than many leaders assume. The bigger danger is missing the opportunities that volatility creates.

Life is unpredictable—your finances don’t have to be. As part of my practice, I offer a complimentary session where we u...
10/07/2025

Life is unpredictable—your finances don’t have to be. As part of my practice, I offer a complimentary session where we use New York Life’s proprietary tools and 180 years of experience to create your financial story. We can work together to help you feel confident no matter what the future brings. Together, we’ll uncover opportunities, identify gaps, and prepare for the unexpected—so you can stay on track through it all.

Spurred on by competitive pressures, small businesses are racing to adopt AI.
10/05/2025

Spurred on by competitive pressures, small businesses are racing to adopt AI.

Spurred on by competitive pressures, small businesses are racing to adopt AI. A recent snapshot shows the technology’s day-to-day uses.

Moves like this aren’t only headlines as they often raise important questions: How should you think about liquidity? Cre...
10/03/2025

Moves like this aren’t only headlines as they often raise important questions: How should you think about liquidity? Credit? Your portfolio? Even your long-term legacy planning?

Moments like this are a reminder that financial strategies aren’t set-and- forget and should evolve with the environment.

If you’d like to talk through what the Fed’s decision could mean for your bigger picture, let’s connect.

Credit card debt is rising, and it’s not just lower earners feeling the pinch — even wealthier consumers are struggling ...
10/01/2025

Credit card debt is rising, and it’s not just lower earners feeling the pinch — even wealthier consumers are struggling to keep up, according to a recent NFCC survey.

Consumer debt is near an all-time high, and there are signs that an increasing number of borrowers are struggling to pay their monthly bills.

Address

8000 IH-10 West, Suite 800
San Antonio, TX
78230

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