The world of finance can be multilayered and complex, especially as your wealth continues to increase. Navigating it without a financial advisor can feel like you’re alone in a maze, unsure of what path to take. It doesn’t have to be this way. Working with our team of advisors, means you will have a financial advocate on your side.
DIRECTOR OF CLIENT RELATIONS
SENIOR MARKETING CONSULTANT
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
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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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