Citlalli Rojas is a registered investment advisor at Eagle Strategies LLC, based in Riverside, CA, with 16 years of industry experience. Citlalli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
4204 Riverwalk Parkway, Suite 200, Riverside, CA, 92505
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Citlalli is a board member for the La Sierra Council Greater Riverside Chambers of Commerce since 2018, dedicating minimal time. She is also a board member for the Greater Riverside Chambers of Commerce since 2024 and Riverside Community Hospital Board of Trustee since 2025, dedicating minimal time to each.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations1 state
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