“If you fail to plan, then you are planning to fail” – Benjamin Franklin
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ADDRESS:18881 Von Karman Ave, Suite 410Irvine, CA 92612
For over a decade, Merrick has been an influential member in the financial industry, helping his clients’ work towards 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 through LPL Financial and designations including the Chartered Retirement Planning Counselor and the Chartered Mutual Fund Counselor.
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.
CRPC conferred by College for Financial Planning.
EDUCATION:University of California, Berkeley
LICENSE(S):6, 7, 63, 65CA Insurance License #0G78032
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At StrateFi, we believe the advisor-client relationship only thrives when it’s a good fit for both sides.
18881 Von Karman Ave, Suite 410
Irvine, CA 92612
300 E. 2nd St, Suite 1510
Reno, NV 89501
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