There are many paths you can take to achieve financial independence and we’re here every step of the way. Learn more at?www.StrateFiWealth.com?or connect with our team —Jason Sherr, Merrick Nguyen, CRPC?, CMFC?, & Kimberly Burdeaux-Neal #wealthmanagement?#financialindependence?#financialservices
关于我们
At StrateFi, our mission is to manage our clients’ financial well-being and provide an experience that is ultimately gratifying and fiscally rewarding. As an independent wealth management firm, we have one overarching investment principle: to protect our clients’ interests. We believe that every person has their own financial path, and at StrateFi, we chart your specific financial course together, creating a comprehensive road map for you to pursue your life goals and greatest aspirations. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial 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. Jason Sherr and Merrick Nguyen are registered representatives with, and securities, financial planning, and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. CA Insurance Lic #0B96672 and #0G78032. Member FINRA/SIPC. https://www.finra.org, https://www.sipc.org/
- 网站
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https://www.stratefiwealth.com
StrateFi Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Irvine，California
- 类型
- 私人持股
- 创立
- 2021
地点
StrateFi Wealth Management员工
动态
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You may find that you have accumulated a number of workplace retirement accounts over the years. Consider consolidating these assets into a single rollover IRA to simplify your life and help you take better control of your financial future. https://lnkd.in/gdxgKsWa #FinancialAdvisor #Reno
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I wouldn't be where I am today without Jason! My family and I are super #grateful for this man ?? ??
Last, but not least in our gratitude series this month, hear from Managing Partner, Jason Sherr on what he is most thankful for: "I am very thankful for my wife and daughter, Donna and Savannah. They mean the world to me. I am also thankful for my StrateFi team, specifically Merrick and Kim. Lastly, I am thankful to our clients for their trust and confidence. It is much appreciated." Happy holidays everyone! #Gratitude #Thankful
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Last, but not least in our gratitude series this month, hear from Managing Partner, Jason Sherr on what he is most thankful for: "I am very thankful for my wife and daughter, Donna and Savannah. They mean the world to me. I am also thankful for my StrateFi team, specifically Merrick and Kim. Lastly, I am thankful to our clients for their trust and confidence. It is much appreciated." Happy holidays everyone! #Gratitude #Thankful
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While you likely may appreciate the value of giving, you also want to give wisely. Here are a few simple tips to ensure your contributions are going where they are needed. https://lnkd.in/gvKVasQE #FinancialAdvisor
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A method of calculating income tax with a unique set of rules for deductions and exemptions that are more restrictive than those in the traditional tax system. The AMT attempts to ensure that certain high-income taxpayers don’t pay a lower effective tax rate than everyone else. To determine whether or not the AMT applies, taxpayers must fill out IRS Form 6251. #FinancialAdvisor #Reno
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Don't forget! We're excited to attend and sponsor this awesome organization again! Sign up here >> https://lnkd.in/gxaav-Un #femalesforfootball #football #footballseason #turkey #TurkeyBowl #irvine #financialadvisor
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Today, it's Merrick Nguyen's turn to share what he is grateful for! Merrick is Managing Partner at StrateFi, and shares the following: "I am always grateful for my family! They are the reason why I do what I do every day! This Thanksgiving the girls will be 12 (Arielle), 9 (Naiya), and 6 (Mylee). I am also grateful for sports and the many leagues/clubs we have access to in Orange County, CA. I love coaching my daughters in flag football and watching them play volleyball and soccer." Thank you, Merrick, for your incredible commitment to your family, community, and the clients at StrateFi! #Gratitude #Grateful #Thanksgiving #ThankYou
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The end of the year is a great time to review your trust document, update information, buy or sell assets or even cancel your trust if you choose. Here is a checklist to help you complete your trust and year-end planning: https://lnkd.in/gHHyNc5b #FinancialAdvisor
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