Meet Armondo

Armondo Brennan

CLU^®, ChFC^®, RICP^®, AEP^®

Financial Adviser

Armondo J. Brennan has been a dedicated agent with New York Life Insurance Company since 1994 and a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, since 2006. This affiliation enables him to offer comprehensive financial planning services and fee-based investment advice to his clients. Armondo’s role as a Member Agent of the Nautilus Group^®, a specialized service of New York Life, grants him exclusive access to a team of top-tier professionals in law, taxation, accounting, and insurance, empowering him to serve clients with complex financial and estate planning needs.

A firm believer in continuous education, Armondo holds the prestigious AEP^® designation from the National Association of Estate Planners & Councils (NAEPC). The AEP^® designation represents a graduate-level, multi-disciplinary specialization in estate planning, awarded only to professionals who meet rigorous standards of experience, education, ethics, and character. Armondo's adherence to the AEP^®'s team-based approach enables him to provide clients with the highest level of collaborative estate planning services. In addition to his AEP^® designation, Armondo holds several other advanced industry credentials, including:

• Chartered Financial Consultant® (ChFC^®)

• Chartered Life Underwriter^® (CLU^®)

• Retirement Income Certified Professional^® (RICP^®)

These certifications, awarded by The American College, underscore Armondo's expertise and dedication to providing specialized knowledge in insurance and financial services.

As a life member of the Million Dollar Round Table (MDRT), Armondo is recognized among the top 1% of financial professionals globally, a testament to his sales excellence and commitment to superior client service in the life insurance and financial services industry.

Armondo has proudly called McAllen, Texas, home for over 35 years, where he resides with his wife, Elvia Roman Brennan. He is the proud father of three grown children—Heather, Ashley, and Austin—and the grandfather of Bentley. In recognition of his contributions to the local business community, Armondo was named Businessman of the Year by the McAllen Hispanic Chamber of Commerce in 2008.

Armondo’s mission is to help clients define their goals and aspirations, crafting a personalized blueprint for their financial success. He welcomes the opportunity for a warm introduction and to begin a journey toward achieving your financial dreams.

Armondo J. Brennan, CLU^®, ChFC^®, RICP^®, AEP^® is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser and a Registered Representative offering securities through NYLIFE Securities LLC, (member FINRA/SIPC), A Licensed Insurance Agency, 5350 South Staples, Suite 101, Corpus Christi, Texas 78411. He also is a Member Agent of The Nautilus Group^®, a service of New York Life Insurance Company. Eagle Strategies and NYLIFE Securities are New York Life companies. The Million Dollar Round Table (MDRT), the premier association of financial professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.