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 licen

sed. 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/

📆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

What are the most common sources of retirement income? Most retirees rely on a combination of Social Security, retiremen...
08/26/2026

What are the most common sources of retirement income?

Most retirees rely on a combination of Social Security, retirement accounts such as IRAs and 401(k)s, investment portfolios, pension benefits, and personal savings to help fund their retirement lifestyle.

The goal is to create a strategy that helps those sources work together to support your lifestyle and financial goals throughout retirement.

👉🏾If you're looking for guidance on building a retirement income strategy, explore our free retirement planning resources: https://www.stratefiwealth.com/retirement-planning

08/26/2026

They lose billions in months and hold quarterly board meetings with their children. Inside the high-stakes, high-reward mindset of the ultrawealthy.

08/24/2026

✨ A look back at the last five years.

From our earliest days to the firm we've become today, we're grateful for every milestone, memory, and relationship that has shaped our journey.

Thank you for being part of our story. We look forward to serving you and your families for many years to come. 💙

08/23/2026

🎉 We're celebrating 5 years of StrateFi Wealth Management!

What started as a vision to provide thoughtful guidance and build meaningful client relationships has grown into a firm we're incredibly proud of today.

Thank you to our clients, families, friends, and professional partners for your trust and support over the years. We couldn't have done it without you.

Here's to the next chapter! 💙

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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