Eagle Wealth Management Group

Financial Planning With Mission and Vision

What We Stand For

At Eagle Wealth Management Group, our mission is to develop and nurture long-term relationships with our clients. We recognize the importance of helping you understand your portfolio, what strategies should be implemented to safeguard your investments, and why.

With each new client, we aim to build a relationship that is founded on value and trust, providing exceptional service every step of the way. Our gratification is derived from providing meaningful and prudent Holistic Wealth Management services that make a positive contribution in the lives of the individuals we have the privilege of serving.

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Our Promise

Eagle Wealth Management Group is committed to providing exceptional financial planning services that can lead to improvements in your financial life. We strive to anticipate, understand, and exceed each client’s needs, and we conduct ourselves in a way that builds confidence in our client relationships.

When you visit Eagle Wealth Management Group, you can expect a friendly environment where all can feel welcome.

You will always be heard. The most important relationship in our business is the bond of trust between you and your financial advisor, and our actions will reflect the highest ethical and professional standards, with openness, honesty, and integrity.

We will bring exceptional experience and counsel to coordinating and simplifying your investments, and ensure the most contemporary, advanced, innovative financial solutions.

Finally, we promise to provide an exceptional experience and superior value.

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Principles & Core Values

Each of our clients can expect to experience the core values that define our business.

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Financial Planners With An Eagle Eye View

Meet The Team

MEET DOUGLAS R. EAGLE

President, CEO, and Registered Principal

Doug is the President, CEO, and Registered Principal of Eagle Wealth Management Group, as well as a Registered Investment Advisor through Concorde Investment Services, LLC. He holds multiple Series Licenses, along with a California Life and Health Insurance License.

For over twenty years, Doug has built a following of loyal clients who call upon his experience to lower their taxable incomes and build their financial resources. He specializes in using retirement plans as a foundation to build their financial net worth.

His mission is to protect and serve both group and individual clients from poorly designed plans, poor investment choices, lack of attention to market conditions, and more. Doug provides personalized service and an individualized approach, demonstrating genuine care and concern for his clients’ financial future.

Prior to founding Eagle Wealth Management Group, Doug was a police officer for the San Diego Police Department. Their motto, “to protect and serve,” is in Doug’s DNA. Doug has built Eagle Wealth Management Group on teamwork, tenacity, investigation, and initiative. It is these attributes that make him a well-respected financial advisor among his colleagues. He is a tenacious advocate and tackles financial opportunities with determined resolve.

Jordan Eagle, CFP®

Registered Representative

Jordan received his Finance Degree from California State University of Northridge. He is certified by the CFP Board as a CERTIFIED FINANCIAL PLANNER™ professional, a standard of excellence for financial planners in our industry. Jordan also holds Series 7 and Series 66 Securities Licenses. Jordan oversees the firm’s daily operations and ongoing portfolio research & management. Our clients entrust Jordan to make sure that their retirement planning goals and wealth management needs are being met.

When Jordan is away from the office, he loves to be active and outdoors. His hobbies include CrossFit training, boating, and rooting for the Los Angeles Chargers football team.

JoAnn Eagle

Vice President and CCO

JoAnn Eagle, Doug’s wife of 33 years, is Vice President and Chief Compliance Officer of Eagle Wealth Management Group. JoAnn manages the firm’s compliance program, ensuring that our office maintains the highest of ethical and regulatory standards.

When JoAnn isn’t tending to her company responsibilities, she enjoys studying the Bible, photography, and boating with her family. Mastering resistance training is currently in the number one spot on her bucket list.

Karen Slavinski

Executive Assistant

Karen Slavinski is our Executive Assistant, enthusiastically anticipating the needs of both our team and clients. Karen supports our operations and manages our calendars, meetings, and client correspondence. Karen is meticulous and task-driven, facilitating all aspects of internal and external communications. She supports our day-to-day operations while working collaboratively with the whole Eagle Wealth team.

Karen is a mother of two grown daughters, who keep her busy with life’s many events. An active outdoor and water sport enthusiast, you can find her at the beach in her spare time.

Anna Engel

Administrative Assistant

Anna Engel serves as our first-impressions specialist, ensuring that our clients experience a warm welcome. Anna accelerates our business operations by applying her can-do attitude to any task that comes up. Anna demonstrates a strong attention to detail, providing high-level administrative support and exceptional customer service.

Anna’s spare time is typically filled with creating art, spending time with family, hiking, and exploring new places.

The Time is Now

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