Tania Marie horowitz Fukuda-freuler
Investment adviser representative at Eagle Strategies LLC
25 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$32BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Wahine Wealth PartnersNov 2025 to now
- Eagle Strategies LLCJun 2021 to now
- Nylife Securities LLCMar 2017 to now
- New York Life Insurance CompanyOct 2015 to now
- Tania Marie FinancialFeb 2023 to Nov 2025
- Self/ Tania FukudaNov 2001 to Feb 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (HI).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6567309
- Firm CRD
- 110826