Cfp® Marlon J. Altoé

Certified Financial Planner™ at Eagle Strategies, LLC

Marlon J. Altoé, CFP®, ChFC®, serves as a CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor at Eagle Strategies LLC, offering comprehensive financial planning and investment advisory services since September 2020. As a Registered Representative at NYLIFE Securities LLC since June 2017, Marlon specializes in developing long-term financial strategies for diverse clients, including families, small business owners, and individuals preparing for retirement. Additionally, Marlon has been a Licensed Agent with New York Life Insurance Company since January 2017, assisting clients in making impactful financial decisions. Prior experience includes a Risk Management Associate role at Parabellum Capital, an intern position at Rehabilitation International, and an internship at Baruch Performing Arts Center. Marlon began a career in the arts as a Classical Ballet Dancer, touring internationally and managing rehearsals. Marlon holds bachelor's degrees in Political Science and Government from Baruch College and various French institutions.

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New York, United States

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Eagle Strategies, LLC

Eagle Strategies is a financial services company offering financial and retirement planning services.


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1,001-5,000

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