Guided by Expertise, Built for Generations

At Stratos Wealth Partners, we believe financial planning is more than just numbers—it’s about people, goals, and a vision for the future. As a team of dedicated financial professionals, we take a holistic approach to wealth management, ensuring every aspect of your financial life is aligned with your unique aspirations.

We are more than just advisors; we are partners in your success, committed to building long-term relationships based on trust, transparency, and personalized guidance.

Our mission is to simplify the complexities of financial planning and provide strategic solutions tailored to you—so you can focus on living the life you’ve worked so hard to build.

Our Team

Our Story

Neither of us grew up with wealth, but we were raised by strong mothers who taught us trust, respect, and communication. These values shaped our careers and our approach to planning.

Charles, born in Denver and raised in New York, spent 17 years in leadership roles at Smith Barney before co-founding Stratos Wealth Partners in 2009 to build a more client-centric model.

He recruited Nina from JP Morgan in 2011. After losing both parents at a young age, she understood the importance of resilience and financial security. She began her finance career at The Ohio State University, later moving west to deepen her expertise in insurance and investment management before earning her CERTIFIED FINANCIAL PLANNER™ designation. Her practice grew by putting client needs first.

In 2013, Charles and Nina launched Stratos CA, creating a practice grounded in hard work, transparency, and a shared commitment to helping clients achieve financial freedom.

The Values that Define our Relationships