“If you fail to plan, then you are planning to fail” – Benjamin Franklin
PHONE949-345-8188 OFFICE714-333-5637 MOBILE949-997-1886 BUSINESS TEXTING949-345-8180 FAX
ADDRESS:18881 Von Karman Ave, Suite 410Irvine, CA 92612
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.
EDUCATION:University of California, Berkeley
LICENSE(S):6, 7, 63, 65CA Insurance License #0G78032
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
DIRECTOR OF CLIENT RELATIONS
©2021, StrateFi Wealth Management, All Rights Reserved.
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.
18881 Von Karman Ave, Suite 410
Irvine, CA 92612
300 E. 2nd St, Suite 1510
Reno, NV 89501
BrokerCheck is a free tool to research the background and experience of financial brokers, advisers and firms.