Morgan Stanley
42yrs
Top advisor by experience in Cupertino
1yr
Xin Zhang
Financial advisor at Eagle Strategies
Xin Zhang has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Cupertino, California. Xin joined Eagle Strategies in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Eagle Strategies reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 146 advisors with offices in Cupertino, and one of 137 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office20480 Pacifica Dr #G, Cupertino, CA 95014
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
- Jul 2025 – nowEagle Strategies LLCCurrent firm
Questions to ask Xin
Tailored to Xin’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Xin
How do I contact Xin?
Call Eagle Strategies at (888) 695-3245 and ask for Xin Zhang. Xin works from the Cupertino, CA office.
How long has Xin been a financial advisor?
Xin has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Xin hold?
Series 66. Tap any license on this page to see what it allows.
Is Xin a fiduciary?
Xin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Xin paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Xin 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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