Frequently Asked Questions

How do I schedule an appointment with StrateFi?

Our online scheduling tool makes it easy to set up a phone, video, or in-person appointment at your convenience. Click below to schedule time with: 

Jason Sherr  |  Merrick Nguyen  |  Kim Burdeaux-Neal  |  Jason & Merrick (joint meeting)

You can also contact us to set an appointment. 

How did you choose your name?

We wanted to create a name that embodies the true essence of our firm and what we provide to our clients. StrateFi was originated by uniting words, ‘Strategy’ and ‘Financial Independence’. It's pronounced as Stra--te--Fi.

Where will my assets be held, and how safe will they be?

LPL Financial is our custodian for our clients’ assets. With more than $1 trillion in client assets serviced and custodied, LPL provides an enormous catalog of services and resources, as well as a long history of financial stability. LPL is a Financial Industry Regulatory Authority (FINRA) member firm subject to the federal securities laws and the rules of industry self-regulatory organizations, which requires LPL to protect client assets with the utmost care and adhere to financial protection rules keeping your money safe. LPL accounts have additional securities protection to cover the net equity of client accounts up to an overall aggregate firm limit of $600,000,000. This coverage is underwritten by Lloyds of London syndicates.

How is my personal information protected?

To protect your personal information from unauthorized access and use, LPL Financial uses security measures that comply with federal law. These measures include computer safeguards with secured files and buildings. LPL online environment uses security technologies, including layered security and access controls over personal information.

For further information, please visit LPL’s Privacy/Security page at:

What is Account View 2.0? 

Account View 2.0 is the portal you'll use to securely view the status of your portfolio and find account-related documents. You'll have 24/7 access to your account so you can stay up to date. You can securely access Account View 2.0 on desktop via web portal. You can also download the app on your mobile device(s) for secure access anytime.

Here is an Account View and Mobile App video that provides an overview of the features and capabilities, as well as information on how to get started.

How do I Get Access to my account?

If you do not have Account View 2.0 access yet, please request your activation link by emailing us directly or by clicking here You may also contact us over the phone if you prefer, at 949.345.8181. If you already have an active account and are using a desktop, you can access your account at the top right of this page. If you're using a mobile device, please click on the "burger" menu icon on the top left and select "Account View". You can also click here to login. You can also download the app on your mobile device using Google Play or App Store

With you every step of the way on your path to financial independence

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