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StrateFi
- Investment Service
- Irvine, CA
About this business
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.
Location details
18881 Von Karman Ave, Suite 410, Irvine, CA, 92612, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 6:30 a.m. to 4:00 p.m. | |
| Tue | 6:30 a.m. to 4:00 p.m. | |
| Wed | 6:30 a.m. to 4:00 p.m. | |
| Thu | 6:30 a.m. to 4:00 p.m. | |
| Fri | 6:30 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
The StrateFi team have a very thoughtful and detailed approach to wealth management and retirement planning. What I have most appreciated is that they work with you to design a plan for your specific needs and goals, and they look at ALL aspects of your life goals (cars, property, children's college planning, etc). Finally they are very attentive and responsive when you need them. Love working with this team and would highly recommend them.
I've had the opportunity to work with Merrick and Jason since 2011. Over 10 years later I am SO glad I made the decision to begin working on a wealth management plan when I did. In addition to that I am glad I have a Team that I can count on to guide my financial management and continue to keep me rest assured. I would highly recommend Merrick, Jason, and StrateFi Wealth Management for anybody who wants a truly professional team to work with. A huge thank you to Merrick who has not only been a long time friend, but a huge tr... read more
The personal service we receive from Jason and his team is exceptional! They are responsive to questions, patient with explanations and are wonderful to work with! We completely trust Jason to help us meet our retirement goals. We recommend him without reservation.
I've entrusted my investments and financial planning with Jason (personally) for many years and have always had good communication with him as changes to strategy and specific transactions were made in response to market trends and/or my personal objectives. Additionally, as he's stood up his current company with it's partners I feel that the talent they've assembled provides an even stronger foundation for my investment.
Great team, I've known Jason since 1995 when he cold called me and convinced me to come in and see him. I've been with him ever since. It's also great working with Merrick and Kim. They make us feel like family!
Frequently asked questions about StrateFi
How is StrateFi rated?
StrateFi has a 5 star rating with 20 reviews.
When is StrateFi open?
StrateFi is closed now. It will open on Monday at 6:30 a.m.