For over a decade, Merrick has been an influential leader in the financial industry, helping his clients’ reach financial independence. Merrick has served executives and senior leaders across various industry sectors, preserving their assets and transitioning their wealth to future generations.
Prior to founding StrateFi, Merrick was an Associate Vice President – Investments with Sherr & Nguyen Financial Strategies Group of Wells Fargo Advisors. Prior to Wells Fargo Advisors, Merrick worked at Signature Resources (Insurance and Financial Services). Merrick graduated from the University of California, Berkeley in 2006 where he studied American Business and Organizational Behavior.
Merrick holds many professional registrations and designations including the Chartered Retirement Planning Counselor and the Chartered Mutual Fund Counselor designations.
Merrick is an active member of his community. In the past he served as a board member of the Vietnamese American Chamber of Commerce (VACOC) and the President for the Orange County Cal Alumni Club. Today, he serves as a board member for the Orange County Cal Alumni Club. When Merrick isn’t in the office, he enjoys exercising, sports, reading, and spending time with his wife, Niza, and their three daughters, Arielle, Naiya, and Mylee.
CA Insurance License #0G78032.
Resident State CA.
