Meet Our Team
Andrew E. McReynolds, CFP®
President and Co-Founder
CA Insurance License No. 0F95508
Andrew has always admired the positive impact business owners can have on the communities and people they serve, in addition to the respect for the daily courage, vision, and execution it takes to operate a successful business. This is why as CFP® and financial advisor for the last 13 years Andrew has focused his practice on providing benefits and access to specialized resources for small and medium sized businesses owners. He targets improvement to the C-suite, employee, and executive benefits, with the goal of helping recruit, retain, and reward the best in an organization and help them better realize their own success.
Expertise
With over a decade in the industry, Andrew has helped hundreds of clients make sound financial decisions by empowering them with education, resources, and his expertise so they can be confident in their path forward.
Andrew offers Investment Advisory Services through Eagle Strategies LLC, a Registered Investment Adviser of New York Life. He is a Nautilus affiliated advisor with New York Life. The Nautilus Group® is a member only affiliation offered to top 200 advisors nationwide for New York Life. Nautilus provides our clients with access to CPAs and Attorneys who are experienced in planning* for high-net worth individuals and business owners.
Interests
Andrew is an avid traveler, seeker of unique dining experiences, and loves working out at the gym. He continues to work on his piano playing and in the coming year plans to travel to France for a French language immersion program. And whenever time permits he is always up for a board game night.
Education
Andrew graduated with a BA from the University of Richmond in Virginia, and his current licenses and designations include:
FINRA Series 6
FINRA Series 63
FINRA Series 7
FINRA Series 66
CFP®
As well as being Life & Health Licensed in CA, VA, NY, UT, WV, NV, PA, MA, & OR.
Community
Andrew has found it to be a very rewarding part of his practice to provide charitable strategies for both clients and charities. Helping to build lasting endowments and secure meaningful legacies for clients and their families. He also regularly gives his time and donates to a number of charities. In addition, he helps to promote charitable strategies as a guest speaker. He is also a CFP® member promoting higher standards in advising in the advising community.
Steven Josh Uy, ChFC®, RICP®
Financial Advisor
CA Insurance License No. 0J25132
Steven creates, implements, and monitors strategies that help his clients grow and transfer wealth. He guides them with the same transparency he would his own family, and his mission is to fully understand each client’s situation and goals so he can educate them and give them clear guidance about their options. By offering valuable insight and assistance managing their finances, he lifts a burden from his clients’ shoulders and allows them to focus on what’s important to them. He specializes in wealth accumulation strategies, retirement income distribution, and generational wealth transfer.
Growing up, Steven’s family didn’t have a clear understanding of finances or how to best prepare for their future, and this ultimately led him to choose a career in financial services. He attended the University of California, Riverside, and in 2016, just after graduation, he joined Foresters Financial, a fraternal benefits society headquartered in Canada. There he gained expertise in working with CA state employees to maximize their CalSTRS/PERS, 457, and 403b benefits. His client base grew, and in 2018, he moved to New York Life, allowing him to offer a more comprehensive service for his clients’ evolving needs. In 2020, he earned his Retirement Income Certified Professional® (RICP®) designation, and in 2022, Steven earned the Chartered Financial Consultant® (ChFC®) designation, both from the American College of Financial Services. He is currently pursuing the Chartered Life Underwriter® (CLU®) designation and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the American College of Financial Services. He has a bachelor’s degree in economics and administrative studies from the University of California, Riverside. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and holds FINRA series 6, 63, 7, and 66 securities licenses.
In his free time, Steven enjoys playing and watching basketball. He is part of two adult leagues (“Back and Body Hurts” and “Net Profit”), and his favorite team is the Los Angeles Lakers. He also likes to fish, hike, camp, cook, and travel with his fiancée Joselyn and their friends. He and Joselyn got engaged in February of 2022 and are planning a wedding for April of 2023. Steven’s parents, Bernadette and Gervacio, emigrated from the Philippines, and he and his two sisters were all born and raised in Southern California. He currently lives in San Gabriel, California, and has a German Shepherd named Kobe.
Awards:
- Qualifying Member of Million Dollar Round Table (MDRT) – 2020, 2021, 2022, 2023
- Member of New York Life’s Executive Council (2019, 2020, 2022) and President’s Council (2021)
Beth Lackey
Executive Assistant to Andrew McReynolds
Beth provides direct support to Andrew McReynolds in developing and overseeing client relationships in order to ensure that you receive a superior level of overall experience and service. For the last 5 years, she has excelled in coordinating with clients through the entire planning* process.
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