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Avshalom   Gad
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                                  My Background

                                My Background

                                As a Financial Advisor with Eagle Strategies LLC and an Agent of New York Life Insurance Company, I am able to take a holistic approach to helping you address your financial needs today, tomorrow, and into the next generation.

                                I have over 18 years of experience in the financial services and insurance industry, and specialize in providing comprehensive financial planning.

                                I am also a graduate of the Hebrew University in Jerusalem where I earned my Bachelor's Degree in Anthropology and Business and attended the Haim Striks School of Law in Tel Aviv where I earned my degree in Law.

                                Over the years I have made sure that I am constantly persuing the latest information and education available for the focus of my profession.  As a dedicated Financial Advisor, I have additionally earned my CFP®, CLU®, LUTCF®, ChFC®, RICP® and WMCP® designations so that I can provide my clients with the level of expertise that fits the complexity that many cases require. In this ever-changing environment keeping on the cutting edge of information and technology is one of the most important assets I can personally provide to my clients.

                                As a committed member of our community, I am also a supporter of IPS School #54 Brookside Elementary Tutoring program, The Coburn Center, Breast Cancer Research, The Indiana Blood Center and others.

                                Neither New York life Insurance Company, nor Eagle Strategies LLC, or any of their representatives provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

                                Disclosure

                                Avshalom Gad is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, FL, IL, IN, OH, PA, and WA. No insurance business may be conducted outside the states referenced.

                                Avshalom Gad is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 11883 Stepping Stone Dr, Fishers, IN, 46037. In this regard, this communication is strictly intended for individuals residing in the states of AL, FL, IL, IN, OH, PA, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

                                Avshalom Gad is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, FL, IL, IN, OH, PA, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

                                Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                                For more information about NYLIFE Securities LLC and its investment professionals.

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                                • About Us
                                  • My Background
                                  • Financial Solutions
                                    • Products
                                      • Our Services
                                      • Resources
                                        • Calculators
                                          • Articles
                                            • Life Stages
                                              • Videos
                                                • Tax Resources
                                                • Account Access
                                                  • NYL Online Account
                                                    • NYLIFE Securities
                                                      • MainStay Mutual Funds
                                                        • eMoney
                                                          • Eagle Strategies
                                                            • Envestnet Client Portal
                                                              • AARP Life Insurance from NYL
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