• Skip to primary navigation
  • Skip to content
  • Skip to footer
  • Facebook
  • Twitter
Stratos Wealth Partners

Stratos Wealth Partners

Financial Advisors in Irvine, CA

  • Home
  • Meet the Team
  • About Stratos CA
  • Who We Help
    • Kaiser Employees
    • Southern California Edison Employees
    • Apple Employees
    • Intuit Employees
    • Smartasset Employees
  • Our Services
  • News
  • Client Login
Contact Us

Carly Gold

Carly Gold

Irvine, CA

949-296-1785

cgold@stratoswp.com

Carly Gold’s primary role is as a Client Services Associate to assist clients of Stratos Wealth Partners. She serves as the key link between our clients’ objectives and the plan that is created. Carly helps facilitate the planning process to provide a unique client experience. Lastly, Carly handles the onboarding process for new employees and facilitates the Internship Program at the Irvine office.

Carly recently graduated summa cum laude from California State University, Fullerton with a degree in Finance. In her free time, Carly enjoys photography, figure skating and playing hockey, and spending time with her Italian Greyhound, Bambi.

Carly believes strongly in extraordinary client service and knows this can only be achieved if our infrastructure runs seamlessly for our clients and consistently focuses on improvement.

Footer

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
  • Facebook
  • Twitter

Copyright © 2022 Stratos Wealth Partners. All rights reserved. Return to top

Stratos Logo

Book a free 15 minute appointment