As a way to show our appreciation for our clients and support our local communities, StrateFi Wealth Management is hosting a new referral program: Refer for a Cause. Through this program, we invite our clients to refer their friends, family, and network. For each referral, our team will make a donation to one of the charities below on your behalf.
Since 1872, the Cal Alumni Association (CAA) has ensured that graduates of UC Berkeley remain part of the Cal family. Orange County Cal Alumni Club is the official chartered Cal alumni group serving alumni of the University of California, Berkeley in Orange County.
VACOC’s vision: To deliver Value to its members through Advocacy, Commerce and Outreach in Collaboration with community organizations and businesses to advance education, philanthropy and economic growth.
The Orange County Professional Firefighters Association (OCPFA) represents over 1,100 professional Firefighters serving nearly 1.9 million residents in 23 cities and numerous unincorporated communities throughout Orange County.
Habitat for Humanity is a global nonprofit housing organization working in local communities across all 50 states in the U.S. and in approximately 70 countries. Habitat’s vision is of a world where everyone has a decent place to live.
From humble beginnings, the AHA has grown into the nation’s oldest and largest voluntary organization dedicated to fighting heart disease and stroke.
The American Legion was chartered and incorporated by Congress in 1919 as a patriotic veterans organization devoted to mutual helpfulness. America's largest veterans service organization works every day to uphold time-honored values.
Please note: For us to make the donation on your behalf, the person you refer does not need to become a client for you to receive your donation opportunity.
We are excited to give back to our communities and the causes we're passionate about through this program. Thank you, as always, for allowing us to be a part of your financial journey.
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At StrateFi, we believe the advisor-client relationship only thrives when it’s a good fit for both sides.
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