Aldrich Wealth
Joe Strauss, CFA, is a seasoned financial professional currently serving as a Senior Wealth Manager at Aldrich Wealth since December 2022. Prior to this role, Joe held the position of Senior Wealth Advisor at Mariner Wealth Advisors from April 2019 to November 2022, following a tenure as Financial Operations Manager at Authent Advisors, Inc. from January 2016 until its acquisition by Mariner Wealth Advisors in April 2019. Earlier in Joe's career, experience includes serving as Financial Operations Manager and Principal at Brouwer & Janachowski, LLC from April 2007 to December 2015, and working as an Accounting Clerk at First Republic Bank/Robert Half in 2006. Joe began the professional journey as an intern in accounting and special projects at La Jolla Bank, FSB. Joe holds dual Bachelor’s degrees in Economics and History from UCLA, earned between 2002 and 2006.
Aldrich Wealth
We understand modern-day wealth management. In a global economy, in a time marked by economic complexity, we help our clients protect and grow their financial assets for tomorrow, by enabling them to make smart financial decisions today. Aldrich Wealth is a dynamic, fast-growing, and established independent wealth management firm at the forefront of the industry, and was founded in 1998. As a wealth management firm that provides a broad array of financial services to high-net-worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions, and manage over $4.5 billion in assets under management.