Kraig Strom

Kraig Strom Are you similar to many people I help? What are you working on? I am working with people just like you around the country. (CCS) Member FINRA/SIPC.

Kraig Strom, CFP, ChFC | Certified Financial Planner | 28 Years Experience | Life Insurance | Disability Insurance | Long Term Care | Private Banking | Paralegal | Husband | Father | Car Guy | Woodworker Certified Financial Planner | Paralegal | Vistage Speaker | Podcast Host | Car Nut | Woodworker



⚡Planning With A Purpose⚡

I am an expert advanced planner and paralegal and a top spe

aker to incredible groups such as Vistage and the CEO Forum. I have helped numerous entrepreneurs, business owners and families across the country to get organized, updated and protected with their estate, business, asset protection & financial planning. My podcast Personal Pension Radio reaches a vast audience of entrepreneurs and executives & delivers valuable content focused on “right now” 360 degree planning with a purpose. My mission is to help successful entrepreneurs, doctors, and highly motivated professionals break away from the incomplete financial planning path offered by most Wall Street trained advisors. You either don’t have proper business, estate, asset protection or financial planning in place or your planning is outdated. Or you don’t have a single trusted resource to help you connect everything?

⚡Want to chat with me about our free planning assessment?⚡

➡️Book a call now to learn more: http://bit.ly/bookwithkraig

➡️Send me an email: [email protected] or InMail! Asset Protection | ERISA | 401k | Defined Benefit | Cash Balance | Non-Qualified | Insurance Benefits | Annuity | Life Insurance | Long Term Care | Disability Insurance | Investment Portfolio Review | Captive Insurance

Mr. Strom is a registered representative with and securities offered through Crown Capital Securities, L.P. Investment advice offered through Secura Financial Planning & Wealth Management, LLC, a registered investment advisor and separate entity from CCS. Secura Financial Planning & Wealth Management LLC. 333 City Blvd. West #2050 Orange CA 92868 | 714-704-6616

For additional information, please refer to one of the following consumer websites: www.FINRA.org, www.SIPC.org.

04/29/2026

Most people protect their stuff. The house. The cars. The boat. They might even have a small life insurance policy through work.

What they almost never protect is the asset that makes everything else possible: their ability to earn a paycheck.

That's the gap I see most often when families come in for a planning review. They have homeowner's coverage. They have auto. They have a couple hundred thousand of group life through their employer. And they have nothing — or close to nothing — that protects their income if they get hurt or sick and can't work.

For most working professionals, that's the most expensive coverage gap in the entire financial picture.

If your income would stop, what happens to your family? That's the question worth answering.

DM me or contact me through kraigstrom.com.

Kraig Strom, CFP®, ChFC® — 28 Years of Experience

03/26/2026

Do you know how to read the date code on your tires?

02/01/2026

How to get sued by 30 people at one time.

01/08/2026

What is Asset Protection?

Contact BarthCalderon LLP for your Free consultation today.

01/08/2026

A properly drafted and fully funded estate plan is the ultimate love letter to your family. Let us help you complete yours.

Leave a comment if you were blessed by a family member who had a living trust and made your life easier.

11/27/2025

I'm sorry to be Debbie Downer, but I've got to share yet another bad news phone call.

I'm posting this the day before Thanksgiving. I hope that you will be bold with your family and ask whether everyone has their living trust and estate plan done. No one ever wants their children or parents to go through probate.

If you ever have questions, I'm always willing to see if I can help.

07/11/2025

Liability Risks are Everywhere!

07/10/2025

COMMENT below and SHARE your experience. Have you ever had to go through the probate system? Did your parents have their estate plan done?

This is a follow up video to my post last week.

Cars and Coffee Corona - every Saturday from 7:00 a.m. to 9:00 a.m. at IHOP in corona. Yes - some people have said that ...
11/27/2024

Cars and Coffee Corona - every Saturday from 7:00 a.m. to 9:00 a.m. at IHOP in corona. Yes - some people have said that I diminished the sexy Porsche by laying down in front of it but I had to. It's my thing 🤣

It's great to have Paparazzi friends like Photo Envy by Nina Victoria LLC :)
10/21/2024

It's great to have Paparazzi friends like Photo Envy by Nina Victoria LLC :)

Address

333 City Boulevard West #2050
Orange, CA
92868

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19514441551

Website

https://www.kraigstrom.com/, https://www.sipc.org/, https://www.finra.org/

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