info@stratefiwealth.com

Home
About
Our Process
Services
Resources
Blog
Contact

Contact

Main

18881 Von Karman Ave Suite 410

Irvine, CA 92612

Phone: 949.345.8181

Mon-Fri: 6:00 AM - 2:30 PM

Have A Question?

Name

Email Address

Message

Thank you! Oops!

Contact

Office: 949.345.8181

18881 Von Karman Ave

Suite 410

Irvine, CA 92612

info@stratefiwealth.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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.

Copyright 2023 FMG Suite.

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, NV, OH, PA, SC, TN, TX, VA, WA, WI, WV

©2021, StrateFi Wealth Management, All Rights Reserved.

Telephone:949.345.8181

Open:M-F 6:30am - 4:00pm PST

At StrateFi, we believe the advisor-client relationship only thrives when it’s a good fit for both sides.

Quick Links

Home
About
Services
Resources
Blog
Contact
Site Map

Contact Us

18881 Von Karman Ave, Suite 410
Irvine, CA 92612
------
300 E. 2nd St, Suite 1510
Reno, NV 89501

949.345.8181 OFFICE
949.345.8180 FAX

info@stratefiwealth.com

Who We Are

BrokerCheck is a free tool to research the background and experience of financial brokers, advisers and firms.