About Us

Angelia Z. Shay, CLU^®, ChFC^®, LUTCF^®, RICP^® is separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering financial planning and investment advisory services in the state of VA. As such, these services are strictly intended for individuals residing in the specific state referenced.

Angelia Z.Shay, CLU^®, ChFC^®, LUTCF^®, RICP^® and Christopher R. Tripp are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, MD, NC, PA, SC, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

Angelia Z. Shay, CLU^®, ChFC^®, LUTCF^®, RICP^® is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of Virginia, North Carolina and Florida. No offers may be made or accepted from any resident outside the specific states referenced.

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

Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/SIPC).