StrateFi Wealth Management

StrateFi Wealth Management We’re committed to guiding you through the financial terrain that is specific to you. No offers may be made or accepted from any resident of any other state.

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. 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/

06/24/2026

Interest has accelerated as the tech industry touts the technology as a solution to the electricity demands of artificial intelligence.

👉🏾How does tax planning fit into your broader financial plan?Tax considerations rarely stand alone. They are often conne...
06/22/2026

👉🏾How does tax planning fit into your broader financial plan?

Tax considerations rarely stand alone. They are often connected to other important parts of your financial life, including:

• Retirement income
• Cash flow needs
• Estate and legacy planning
• Giving strategies

A financial planner can help bring these elements into alignment so your tax strategy supports your broader financial goals, not just one piece of the puzzle.

✅Take the nect step and connect with one of our financial planners in Irvine: https://www.stratefiwealth.com/services

Strong plans start with strong foundations, and that often begins with family. 💙Happy Father’s Day to those building bot...
06/21/2026

Strong plans start with strong foundations, and that often begins with family. 💙

Happy Father’s Day to those building both!

Today we are honoring Juneteenth and the ongoing journey toward progress, opportunity, and inclusion. ❤️At Stratefi, we ...
06/19/2026

Today we are honoring Juneteenth and the ongoing journey toward progress, opportunity, and inclusion. ❤️

At Stratefi, we believe awareness matters, and taking a moment to reflect does, too.

🎯How well do you understand your 401(k) or employer-sponsored retirement plan? Many professionals think they’ve got it c...
06/18/2026

🎯How well do you understand your 401(k) or employer-sponsored retirement plan?

Many professionals think they’ve got it covered, but a few common misconceptions can impact long-term outcomes:

Understanding how your retirement savings plan, contribution limits, Roth vs. pre-tax options, and investment strategy work together can help you build a more resilient, tax-efficient future.

👉 If you’re unsure whether your current strategy is aligned with your goals, let’s connect and review your plan together: https://www.stratefiwealth.com/blog/true-or-false-you-are-a-retirement-savings-plan-expert

🎓 Sending Your Kid to College? Here’s Your Quick Cheat Sheet👉 Shift from parent to mentor👉 Pack light—dorms are tiny👉 Ha...
06/17/2026

🎓 Sending Your Kid to College? Here’s Your Quick Cheat Sheet

👉 Shift from parent to mentor
👉 Pack light—dorms are tiny
👉 Have money & safety talks before move-in
👉 Use a set budget to teach financial independence
👉 Let them make their own choices (even mistakes)

Big step for them, and for you, too. 💙

✅Visit Stratefi to explore more tips for navigating life’s biggest transitions: https://www.stratefiwealth.com/resource-center/lifestyle/a-cheat-sheet-for-sending-your-kid-to-college

06/17/2026

The benefits—and dangers—of optimism

When you think about a comfortable retirement, you probably picture the travel, the hobbies, or simply the open calendar...
06/15/2026

When you think about a comfortable retirement, you probably picture the travel, the hobbies, or simply the open calendar. You probably don't picture the tax forms. ☕

It's not about beating the system, it's about giving yourself the gift of predictability and choice later on. When you have choices, you gain control over your financial timeline.

✅ Connect with our team of financial advisors to learn more. We're here to help you plan for tomorrow: https://www.stratefiwealth.com/contact-us

💭 Are you making retirement planning mistakes without realizing it?From keeping up with inflation to investing based on ...
06/11/2026

💭 Are you making retirement planning mistakes without realizing it?

From keeping up with inflation to investing based on your time horizon and understanding your risk tolerance, the small decisions you make today can shape your long-term outcomes. ✨

The key is to stay consistent, stay diversified, and keep your plan aligned with your bigger financial goals.

📌 Want guidance on building a retirement strategy that works for you? Connect with our team to start the conversation: https://www.stratefiwealth.com/the-importance-of-having-a-financial-plan

🎓 Just graduated and starting your first job? The financial habits you build early can shape how you save, how you spend...
06/10/2026

🎓 Just graduated and starting your first job?

The financial habits you build early can shape how you save, how you spend, and how you start working toward your future goals. Building awareness now can go a long way over time.

📌 Starting your career? Contact our team to discuss your next steps: https://www.stratefiwealth.com/the-importance-of-having-a-financial-plan

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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