Guided by Expertise, Built for Generations

At Stratos Wealth Partners, we believe financial planning is more than just numbers—it’s about people, goals, and a vision for the future. As a team of dedicated financial professionals, we take a holistic approach to wealth management, ensuring every aspect of your financial life is aligned with your unique aspirations.

We are more than just advisors; we are partners in your success, committed to building long-term relationships based on trust, transparency, and personalized guidance.

Our mission is to simplify the complexities of financial planning and provide strategic solutions tailored to you—so you can focus on living the life you’ve worked so hard to build.

OUR TEAM

Our Story

Neither of us grew up with wealth, but we were raised by strong mothers who instilled in us the values of trust, respect, and communication. These lessons shaped our desire to pursue a career in finance and our approach to planning.

Charles, born in Denver, raised in New York, spent the first 17 years of his career holding several leadership roles at Smith Barney before co-founding Stratos Wealth Partners, Ltd in 2009, in pursuit of a more client-centric approach.

In 2011, Charles recruited Nina from JP Morgan to Stratos as an advisor and his business partner. After losing both parents at a young age, she learned the importance of resilience and financial security. Nina began her finance career while attending The Ohio State University. She moved west in 2005, gaining expertise in insurance and investment management before earning her CERTIFIED FINANCIAL PLANNER™ designation.

Her practice thrived by prioritizing client needs above all else.

In 2013, Charles and Nina created Stratos CA, building a practice rooted in hard work, transparency, and a commitment to helping clients achieve financial freedom.

The Values that Define our Relationships