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With you every step of the way on your path to financial independence

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Office: 949.345.8181

18881 Von Karman Ave

Suite 410

Irvine, CA 92612

info@stratefiwealth.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Jason Sherr (Licenses: 7, 63, 65, 31, Insurance, NV Insurance License # 3260407, CA Insurance License #0B96672, Resident State: NV) and Merrick Minh Nguyen (Licenses: 6, 7, 63, 65, CA Insurance License #0G78032, Resident State: CA) a Registered Representatives with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. CRPC conferred by College for Financial Planning.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

©, StrateFi Wealth Management, All Rights Reserved.

Telephone:949.345.8181

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.

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18881 Von Karman Ave, Suite 410
Irvine, CA 92612
------
3650 Mayberry Dr.#101-7
Reno, NV 89509

949.345.8181 OFFICE
949.345.8180 FAX

info@stratefiwealth.com

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