YOUR FINANCIAL PARTNERS

Your Journey, Your Goals, Our Expertise

THE MARK OF EXCELLENCE

As CFP® professionals, we take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, we have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means we have agreed to put your best interests first, in order to provide you confidence today and a secure tomorrow. We are vigorously trained in over 72 areas of financial expertise and must continue to accrue continuing education hours on an ongoing basis. Keeping up with the everchanging landscape of tax law changes, estate tax exemptions, and many other areas provide us the ability to further our knowledge and provide in depth planning for our clients whole financial needs. Additionally, this instills so much trust in our client relationships, which, ultimately is the best part of our job.

MULTI-CUSTODIAL APPROACH- Our Partners

As a Hybrid RIA, we are dually registered with both the SEC and FINRA, allowing us to offer the best of both worlds. Our broker-dealer, LPL Financial, is the largest independent broker-dealer in the country, and we maintain custodial relationships with Charles Schwab and Fidelity. Being multi-custodial gives us the flexibility to work across multiple platforms, enabling us to tailor planning and investment solutions to meet the unique needs of each client.

To Our Clients

Thank you for your continued trust. Your confidence in our team means the world to us. Together, we will navigate the path to a secure and prosperous future. Your trust is the foundation of our partnership, and we are honored to support you every step of the way.

- Your Team at Stratos CA

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.

OFFICE LOCATIONS

SAN DIEGO, CA

Business Hours:

Monday - Friday: 7am to 4pm

Office Address:

12348 High Bluff Drive, Suite 240

San Diego, CA 92130

(858) 952-1859

LOS ANGELES, CA

Business Hours:

Monday - Friday: 8:30am to 5:30pm

Office Address:

3611 Motor Ave, Suite 110

Los Angeles, CA 90034

(310) 390-8081