Our President

Angelia Z. Shay, CLU®, ChFC®, RICP®, LUTCF®

 

Angie is a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and has more than twenty-five years of experience in the financial services industry. She is the founder and President of THE PATH Financial Strategies (formerly The Fritter Group), which provides holistic insurance and financial services for pre-retirees, retirees, and business owners. As a Christian, Angie’s philosophy for life and business is to help clients develop sound financial futures through knowledge, integrity, and trust.

 

 

Professional Designations

Angie’s designations include:

  • Chartered Life Underwriter® (CLU®)
  • Chartered Financial Consultant® (ChFC®)
  • Retirement Income Certified Professional® (RICP®)
  • Life Underwriter Training Council Fellow® (LUTCF®)

 

Professional Achievements

Angie has been honored with high-profile awards and recognitions:

  • Agent of the Year by New York Life, Richmond General Office (2005 and 2007) – the first woman in the Richmond General Office of New York Life to receive this award.
  • Million Dollar Round Table (MDRT) Life and Qualifying Member (2011-2015) – the premier association of financial professionals. MDRT is recognized globally as the standard of excellence in life insurance sales in the insurance and financial services industry.
  • Invitation to Ring the New York Stock Exchange Bell (2011) – an international symbol of lifetime achievement.
  • Career Philosophy/ Profile in two books: “Magnificent Masters in Financial Services: Amazing Women - Sensational Stories,” written by Ginger Cockerham and Diane Dixon, Past President, Women in Financial Services (WIFS)(2007); and “Forty Things to Do When You Turn Forty" by  Ronnie Sellers (2007).
  • Monthly Magazine Contributor to the “Richmond Family Magazine” financial series.  http://www.thefrittergroup.com/research.cfm
  • Contributing writer with Sheila Eby, “The New Face of Forty: Life in Transition.” (2008)

 

Personal Service

Angie generously gives back to her profession and community:

  • National President (2013-14) and board member for Women In Financial Services (WIFS).
  • Treasurer of Great Relationships, a global not-for-profit organization dedicated to strengthening marital relationships.
  • Fairmount Christian Church.

 

Angie is Registered Representative of and offers securities through NYLIFE Securities LLC, member FINRA/SIPC, and is also an Agent for New York Life Insurance Company.

THE PATH Financial Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

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