Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
4yrs
Patrick Paragas
Financial advisor at Eagle Strategies
Patrick Paragas is a fiduciary financial advisor in Irvine, California, with 4 years in the industry. Patrick joined Eagle Strategies in 2026, after a year at Northwestern Mutual Investment Services and less than a year at AIS Asset Management. Eagle Strategies offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office2020 Main Street 10th Floor, Irvine, CA 92614
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?1 state
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2026 – nowEagle Strategies LLCCurrent firm
- Oct 2024 – Oct 2025Northwestern Mutual Investment Services, LLCPreviously
- Jul 2023 – Jan 2024AIS Asset ManagementPreviously
- Mar 2023 – Jun 2023MerrillPreviously
Contact Patrick
2020 Main Street 10th FloorIrvine, CA 92614Office · Get directions Firm main line(888) 695-3245Headquarters: Eagle Strategies · New York, NY Firm websitewww.eaglestrategies.com
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Eagle Strategies at (888) 695-3245 and ask for Patrick Paragas. Patrick works from the Irvine, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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