StrateFi Wealth Management

949.345.8181
info@stratefiwealth.com

Contact

Office: 949.345.8181

18881 Von Karman Ave

Suite 410

Irvine, CA 92612

info@stratefiwealth.com

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Jason Sherr (Licenses: 7, 63, 65, 31, Insurance, NV Insurance License # 3260407, CA Insurance License #0B96672, Resident State: NV) and Merrick Minh Nguyen (Licenses: 6, 7, 63, 65, CA Insurance License #0G78032, Resident State: CA) a Registered Representatives with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, MD, MI, MO, MT, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV