StrateFi Wealth Management

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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/

How can I plan for long-term care in retirement?Retirement planning isn’t just about how much you’ve saved. It’s also ab...
10/16/2026

How can I plan for long-term care in retirement?

Retirement planning isn’t just about how much you’ve saved. It’s also about preparing for your future expenses and decisions.

Including long-term care in your retirement plan can help you think through how you’ll pay for care, what choices you want to have, and how those decisions may affect your family and financial future.

✅ Not sure if long-term care is accounted for in your retirement plan? Connect with StrateFi Wealth Management to review your financial plan: https://www.stratefiwealth.com/contact-us

What should families do to prepare for retirement?The answer often goes beyond investments. It can involve thoughtful ta...
10/15/2026

What should families do to prepare for retirement?

The answer often goes beyond investments. It can involve thoughtful tax planning, estate planning, family conversations, and a long-term financial strategy designed to support future generations.

✅ Learn how StrateFi Wealth Management helps families connect retirement planning, tax strategies, estate planning, and investment management into one coordinated financial plan.: https://www.stratefiwealth.com/blog/building-generational-wealth-tax-estate-and-investment-strategies-for-af

How will selling an investment affect your taxes?Before making year-end investment moves, it can help to understand the ...
10/14/2026

How will selling an investment affect your taxes?

Before making year-end investment moves, it can help to understand the potential tax impact. Our free Capital Gains Tax Estimator provides a quick estimate so you can plan with greater confidence.

Once you have your estimate, the StrateFi team can help you evaluate tax planning opportunities and determine how investment decisions fit into your broader retirement and financial strategy.

✅Looking for guidance? Estimate your tax impact and talk with StrateFi Wealth Management: https://www.stratefiwealth.com/resource-center/tax/federal-capital-gains-tax-estimator

10/14/2026

A new study shows that a 20-second daily habit, when practiced in a certain way, leads to greater self-compassion and lower mental health symptoms over six-months.

How can you prepare for your retirement?It's one of the most common questions people ask as the year winds down.Retireme...
10/12/2026

How can you prepare for your retirement?

It's one of the most common questions people ask as the year winds down.

Retirement savings, taxes, investment accounts, insurance coverage, income planning, and beneficiary reviews are all worth a closer look before year-end. Our checklist highlights key areas to organize and review so you can make informed financial decisions.

👉🏾Download our Year-End Financial Planning Checklist and reach out to discuss your options:https://d9nnlhj0cc8wa.cloudfront.net/media/documents/0806_StrateFi_Year-End_Financial_Planning_Prep_Checklist_Be4kaNp.pdf

Can I reduce my taxes before year-end?Maybe. But the better question is: Are there tax planning opportunities you're mis...
10/09/2026

Can I reduce my taxes before year-end?

Maybe. But the better question is: Are there tax planning opportunities you're missing?

Before December 31, it may be worth reviewing retirement contributions, charitable giving, investment gains and losses, Roth conversion opportunities, and other strategies that could impact your tax picture.

A tax planning analysis can help identify areas worth exploring before the year ends.

✅ Learn more about StrateFi's Tax Planning Analysis and see if there may be opportunities available to you: https://www.stratefiwealth.com/tax-planning-analysis

📅How can I prepare for taxes before the end of the year? Now is a great time to review tax planning opportunities, retir...
10/08/2026

📅How can I prepare for taxes before the end of the year?

Now is a great time to review tax planning opportunities, retirement contributions, investment gains and losses, charitable giving, and other financial decisions that could affect how much you will owe in taxes.

If you aren't sure where to start, let's have a conversation so we can better understand your needs.

📋Learn more about tax planning strategies and how StrateFi Wealth Management can help you: https://www.stratefiwealth.com/blog/minimizing-taxes-of-highly-appreciated-assets

👉🏾Year-End Financial Planning Checklist: What Should You Review Before December 31?Retirement planning. Tax planning. In...
10/07/2026

👉🏾Year-End Financial Planning Checklist: What Should You Review Before December 31?

Retirement planning. Tax planning. Investment accounts. Savings goals. Emergency funds.

As the year comes to a close, now is a great time to review the key areas of your financial life and make sure you're financial goals are still on track.

📖 Download your free Year-End Financial Planning Checklist:https://d9nnlhj0cc8wa.cloudfront.net/media/documents/0806_StrateFi_Year-End_Financial_Planning_Prep_Checklist.pdf

🌐 Learn more: https://www.stratefiwealth.com/

10/07/2026

Founders track cash reserves obsessively but rarely audit mental capacity. Here's how to apply financial discipline to mental conditioning.

10/05/2026

When was the last time you reviewed your finances?

If you can't remember, now might be the perfect time.

As the year winds down, take a look at the areas that matter most:

• Retirement savings
• Investments
• Estate plans
• Beneficiary designations

✅If you're not sure where to start, reach out to schedule a conversation with our team of financial advisors: 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

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