Jerry Khachoyan, Financial Adviser with Eagle Strategies LLC

03/20/2026

Proud to share that I’ve earned my Wealth Management Certified Professional (WMCP®) designation through The American College of Financial Services, the leading educational institution for financial planning, after nearly a year of studying and exams.

The WMCP® complements my RICP®—which focuses on planning in and through retirement—while the WMCP® focuses on the wealth-building phase leading up to retirement, reinforcing my commitment to continuously enhance my skills to better serve my clients across their full financial journey.

02/19/2026

Why understanding the rules, planning ahead and keeping good records can help reduce both your tax burden and headaches.

Why understanding the rules, planning ahead and keeping good records can reduce both your tax burden and headaches.

10/09/2025

Like a crew team powering through rough waters, smart investing takes rhythm, focus, and avoiding knee-jerk moves. Stay aligned with your long-term goals and keep moving forward. Explore strategies to help you stay on course.
https://bit.ly/3J4W40q

08/13/2025

From your first paycheck to your last withdrawal, your financial plan faces evolving threats. Life changes. Markets shift. Unexpected health events. The good news? Protection strategies exist for every life stage:
• Early accumulation
• Peak accumulation & pre-retirement
• Retirement & legacy planning
Start the conversation that safeguards your financial future. Your plan deserves it.
https://bit.ly/4mKFTnp

07/04/2025

Wishing you and your loved ones a joyful and safe 4th of July!
Grateful today and every day for the freedoms we enjoy.

Happy Independence Day! 🇺🇸

04/22/2025

While we can serve clients across the country, these are the states we’re actively licensed in. California remains our home base, but if you know someone in these states who could benefit from tailored financial or insurance services—send them our way!

Licensed in: CA, TX, AZ, NV, TN, NC, IN, OH, NY ✅

04/09/2025

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.
https://bit.ly/3EgTDWa

03/14/2025

Had the incredible opportunity to meet Ed Slott, CPA—widely recognized as America’s IRA Expert—and attend an educational seminar he hosted at our office. Ed’s depth of knowledge is unmatched, but what truly sets him apart is his ability to break down complex financial topics in a way that anyone can understand. Grateful for the insights and the chance to learn from the best! 📈👏

12/25/2024

Happy Holidays!

11/11/2024

Happy Veterans Day from our business to you. Today, we remember and honor all who have served or are actively serving. Thank you, veterans!

11/08/2024

Nobody knows what the future may bring. That's why it's important to prepare early—when rates are typically at their lowest. Whether you’re looking to remain at home rather than a nursing facility, avoid being a burden to your loved ones, or protect your assets for your family—we have ways to help. Reach out, and together we'll come up with a strategy that gives you more financial flexibility when you need it most.