Agnes Lui’s primary role is as a Client Service Associate to service clients of Stratos Wealth Partners. She serves as the key link between our clients’ objectives and the plan that is created. Agnes helps facilitate the planning process to provide a unique client experience. She also serves as Director of Technology for our firm. In this position, Agnes’ primary responsibility is strategic oversight and execution of the firm’s technology platforms. Lastly, Agnes handles the onboarding process for new employees as well as facilitating the Irvine office internship program.