Sophisticated Financial Planning with a Behavioral-Driven Process
A CLIENT-FIRST APPROACH & COMMITMENT TO EXCELLENCE
Charles Shapiro
Managing Partner
Nina Hajjar, CFP
Partner | Wealth Advisor
Jim Boyd, EA/AIF/CFP
Wealth Advisor
Rob Leach
Wealth Advisor
Amylee Smithwick
Client Service Associate
Allie Baranowski
Branch Operations
Hallie Hewitt
Operations Coordinator
Stratos CA Team
"Our vision is to be the collaborative partner for individuals, families, and businesses to turn to for building a secure financial future."
At Stratos Wealth Partners CA our mission is rooted in empowering our clients with the clarity and confidence needed to pursue their financial goals. We believe financial planning is about more than just numbers; it's about understanding your unique journey, aspirations, and values. By offering personalized strategies tailored to your needs, we help turn your dreams into actionable plans. Our goal is to guide you on your path to financial independence; helping you pursue your dreams today, and secure a legacy for generations to come.
The Values that Define our Relationships
Trust
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.
Respect
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.
Communication
Our vision is to be the collaborative partner that individuals, families, and businesses turn to for building a secure financial future; empowering clients with the clarity & confidence to pursue their financial goals.
