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Stratos Wealth Partners

Stratos Wealth Partners

Financial Advisors in Irvine, CA

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News

SCPMG Employees Retirement

July 15, 2022

New SCPMG Retirement Options that may be Just What the Doctor Ordered

Earning a larger salary, as many in the medical professions do, can block you out of some of the more tax- advantageous retirement savings plans

SCPMG Employees

July 21, 2021

SCPMG Retirement Benefits Overview Seminar

You are cordially invited to attend a free, no obligation seminar on Southern California Permanente Medical Group Retirement Benefits Webinar. Click

Kaiser Permanente Employees SCPMG Retirement Benefits

July 1, 2021

Non-Represented SCPMG Employees’ Retirement Plans Transitioning from Vanguard to Schwab

Transition of Retirement Savings Plans from Vanguard to Schwab for SCPMG Non-Represented Employees Who is affected by this

Kaiser Permanente Employees

SCE Retirment Benefits

October 18, 2019

SCE Retirement Benefits Overview Seminar

You are cordially invited to attend a free, no obligation seminar on Southern California Edison Retirement Benefits Overview on the last Wednesday of

Southern California Edison Employees SCE Retirement Benefits

October 16, 2019

SCE Tier 3: Self-Directed Brokerage Account

In the previous article in our series focusing on Southern California Edison tiered approach to 401k investment plans for employees we dove deeper

Southern California Edison Employees

SCE Tier 2 Core Funds

August 6, 2019

SCE Tier 2 Core Funds: How Do You Build Your Own Strategy?

In our previous article, “SCE Target Date Funds: How Do They Fit Into Your Retirement Investment Strategy?” we investigated the Tier 1 Target Date

Southern California Edison Employees

SOCAL edison employee

July 8, 2019

SCE Target Date Funds: How Do They Fit Into Your Retirement Investment Strategy?

Planning for retirement is not a “one-size-fits-all” strategy, nor does a financially secure future just happen without careful consideration. A 401K

Southern California Edison Employees

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Disclosures

The financial consultants at Stratos CA are registered representatives with, and securities offered through, LPL Financial, Member FINRA & SIPC. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners and Stratos California are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website 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.

Contact

Irvine Office
2040 Main Street
Suite 175
Irvine, CA 92614
Office: 949-296-1785
Fax: 949-296-1785
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
Email: cgold@stratoswp.com
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