
Stratos CA
Stratos CA is a financial planning firm dedicated to providing comprehensive wealth management services tailored to individual client needs. Their offerings include financial planning, investment management, tax planning and preparation, as well as trust and estate planning.
Emphasizing a personalized approach, Stratos CA helps clients understand their financial personalities—such as being a Dream Builder, Security Seeker, or Freedom Chaser—to align strategies with their natural tendencies. The firm operates offices in San Diego and Los Angeles, California, and is affiliated with Stratos Wealth Partners and LPL Financial.