Who we are
About us
ABOUT US
Quality service and committed employees. How do we do it?
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement and monitor a strategy that’s designed to address your individual situation. The team at Stratos CA has partnered with Stratos Wealth Partners to provide a platform for objective fiduciary advice. By partnering with Stratos Wealth Partners we are able to clear advisory assets through major broker dealers such as LPL Financial, Charles Schwab, Fidelity, and TD Ameritrade. This allows our team to customize advice and service to every client that we meet with and design a plan that is truly tailored to their situation.
DISCOVER THE DIFFERENCE
We seek to set ourselves apart from the conventional financial services firm. Learn how by connecting with us for a complimentary consultation.