StrateFi Wealth Management

StrateFi Wealth Management 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/

09/09/2026

Travel for discovery’s sake unsettles our received wisdom. It increases our knowledge of the astounding diversity of human ways of life, and it makes it a bit harder to take for granted the way that happens to be our own.

Labor Day is a celebration of the effort, commitment, and determination that help turn goals into achievements.As you ta...
09/07/2026

Labor Day is a celebration of the effort, commitment, and determination that help turn goals into achievements.

As you take time to relax and enjoy the holiday, it's also a great reminder to appreciate all you've worked hard to build and the future you're planning for.

From all of us at StrateFi Wealth Management, we wish you a safe and enjoyable Labor Day!

‼️You can't control the market.You can control how you respond to it.Join StrateFi Wealth Management and Lauren Semeniut...
09/05/2026

‼️You can't control the market.

You can control how you respond to it.

Join StrateFi Wealth Management and Lauren Semeniuta, CFA, CPA, CPWA®, of Calamos Investments, for an educational webinar on the role long-term investing can play in building wealth and supporting retirement goals.

📅 September 15 | 2:00 PM ET / 11:00 AM PT

✅Register here: https://lpl.zoom.us/webinar/register/WN_AB2m4cUdREOacLkU5KmFqg #/registration

Can't make it live? Register and we'll send you the recording.

The final months of the year can present valuable opportunities to evaluate retirement income planning, implement year-e...
09/03/2026

The final months of the year can present valuable opportunities to evaluate retirement income planning, implement year-end tax planning strategies, review portfolio positioning, and identify ways to improve tax efficiency before December 31.

Not sure if your current strategy is optimized for year-end opportunities? The team at StrateFi Wealth Management can help you evaluate your retirement and tax planning options before the year closes.

👉🏾Contact us to start the conversation: https://www.stratefiwealth.com/

📆The end of the year will be here before you know it. Now is the time to start thinking about tax planning strategies th...
09/02/2026

📆The end of the year will be here before you know it. Now is the time to start thinking about tax planning strategies that may help reduce surprises and keep your financial goals on track.

If you'd like to better understand how taxes fit into your overall wealth plan, Stratefi Wealth Management's Tax Planning Analysis can help.

👉🏾Learn more here: https://www.stratefiwealth.com/tax-planning-analysis

09/02/2026

While financial independence and retirement often get confused for the same thing, they're not—and understanding the differences can help you make retirement decisions.

Retirement isn't just about reaching a number. It's about having the freedom to enjoy what comes next. 🎉Join StrateFi We...
08/31/2026

Retirement isn't just about reaching a number. It's about having the freedom to enjoy what comes next. 🎉

Join StrateFi Wealth Management for a special educational webinar designed to help you better understand the role long-term investing can play in retirement.

📅 September 15 ⏰ 11:00 AM PT / 2:00 PM ET

We'll cover:
• Building retirement savings over time
• Navigating market volatility
• Common retirement planning mistakes

🎥 Can't join us live? We'll send the recording afterward so you can watch at a time that's convenient for you: https://lpl.zoom.us/webinar/register/WN_AB2m4cUdREOacLkU5KmFqg #/registration

How do taxes affect your retirement planning?Retirement wellness isn't just about staying healthy. It's also about manag...
08/28/2026

How do taxes affect your retirement planning?

Retirement wellness isn't just about staying healthy. It's also about managing your financial well-being and minimizing unexpected tax burdens.

Taxes can impact:
✅ Retirement account withdrawals
✅ Social Security benefits
✅ Investment income
✅ Overall retirement cash flow

At Stratefi Wealth Management, we help clients evaluate retirement planning, tax-efficient strategies, and long-term wealth management goals to support financial confidence in retirement: https://www.stratefiwealth.com/about-stratefi-wealth-management

Will Social Security and Medicare be there when you retire? 🪴It's one of the most common retirement planning questions A...
08/27/2026

Will Social Security and Medicare be there when you retire? 🪴

It's one of the most common retirement planning questions Americans are asking today.

The answer is simple: focus on what you can control. A diversified retirement strategy, consistent savings, and ongoing financial planning can help strengthen your long-term financial security.

🎯Learn more about the future of Social Security and Medicare and the steps you can take today to prepare for tomorrow: https://www.stratefiwealth.com/blog/social-security-and-medicare-the-clock-is-ticking

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

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