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Monday 6:30am - 4pm Tuesday 6:30am - 4pm Wednesday 6:30am - 4pm Thursday 6:30am - 4pm Friday 6:30am - 4pm

StrateFi Wealth Management

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United States
Irvine, CA
StrateFi Wealth Management

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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.

Financial advisors helping individuals and families navigate financial planning, retirement planning, investment management, and estate planning with personalized strategies designed around their unique goals and priorities. 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 and . https://www.finra.org, https://www.sipc.org/

11/02/2026

When was the last time you checked on your retirement plan?

A lot can change over the course of a year, from your income and investments to retirement savings and required withdrawals.

👉 Have questions about your own retirement plan? Connect with StrateFi to start the conversation: https://www.stratefiwealth.com/contact-us

11/01/2026

How do I make my money last in retirement?

Retirement changes the way you think about your money. It’s no longer just about saving. It’s about deciding how much to withdraw, when to take Social Security, how to handle RMDs and how your investments should change over time.

A little planning can help you make those decisions with more confidence.

👉 Read our latest blog for ways to help manage your money throughout retirement: https://www.stratefiwealth.com/blog/reaching-retirement-now-what

10/31/2026

🎃 Happy Halloween!

We hope today brings a little fun, something sweet, and a chance to enjoy the simple moments.

Wishing you and those you care about a safe and happy Halloween! 👻🍬

10/30/2026

How do I know if I’m really ready to retire?

Retirement readiness is about more than a date on the calendar. Having a plan can help you understand where you stand and what you may still need to address before making the transition.

▶️ Watch this quick video, then connect with StrateFi to take a closer look at your retirement plan: https://youtube.com/shorts/5mRI9_Ag17g

10/28/2026

What’s your biggest concern about retirement? ✨

Is it making your money last? Healthcare costs? Taxes? Or simply knowing when you can comfortably retire?

Retirement can bring a lot of questions, and the answers look different for everyone. What’s your biggest retirement question?

👉 Learn more about our customized retirement planning services: https://www.stratefiwealth.com/about-stratefi-wealth-management

10/28/2026

The U.S. economy grew more than previously thought in the second quarter of 2026 and inflation remained firm in August, according to new reports.

10/26/2026

How does Social Security fit into my retirement plan?

For many people, Social Security will be one source of retirement income, but knowing how it fits with your savings and other income sources is an important part of planning ahead.

✨StrateFi Wealth Management can help you look at the full picture and build a retirement plan around your goals: https://www.stratefiwealth.com/retirement-planning

10/23/2026

What should you do to prepare for taxes?

Retirement contributions, Roth conversions, investments and charitable giving may all be worth reviewing now.

👉🏾 Explore our tax planning resources: : https://www.stratefiwealth.com/tax-planning-analysis

10/22/2026

Will I have enough money for my retirement?

It’s one of the biggest questions people have as retirement gets closer. If your savings, Social Security, and other income sources aren’t adding up the way you expected, there may still be steps you can take now.

✅ Learn more about potential retirement income gaps, and connect with StrateFi if you’d like to take a closer look at your retirement plan: https://www.stratefiwealth.com/blog/closing-a-retirement-income-gap

10/21/2026

How can you reduce taxes before year-end?

Year-end tax planning isn't just for business owners. A few proactive steps now could help you keep more of what you've earned and avoid missed opportunities before December 31.

Consider reviewing:

✓ Investment gains and losses
✓ Charitable giving plans
✓ Retirement account contributions
✓ HSA contributions
✓ Tax-efficient income strategies

✅ Connect with StrateFi Wealth Management to discuss your tax and retirement planning opportunities before year-end: https://www.stratefiwealth.com/contact-us

Address

18881 Von Karman Avenue
Irvine, CA
29612

Opening Hours

Monday	6:30am - 4pm
Tuesday	6:30am - 4pm
Wednesday	6:30am - 4pm
Thursday	6:30am - 4pm
Friday	6:30am - 4pm

Website

http://www.stratefiwealth.com/, https://www.linkedin.com/company/stratefi-wealth-management, https://www.youtube.com/@St

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