StrateFi Wealth Management provides personalized financial planning, retirement planning, wealth management, investment management, and estate planning strategies designed to help individuals and families navigate their financial future with confidence and clarity. 

As an independent wealth management firm, we have one overarching investment principle: to protect our clients’ interests.

We believe that every person has their own financial path, and at StrateFi, we chart your specific financial course together, creating a comprehensive road map for you to pursue your life goals and greatest aspirations.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Jason Sherr and Merrick Nguyen are registered representatives with, and securities, financial planning, and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. CA Insurance Lic #0B96672 and #0G78032.

Member FINRA/SIPC. https://www.finra.org, https://www.sipc.org/

StrateFi Wealth Management

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StrateFi Wealth Management

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