Stratos Wealth Partners

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Website
2040 Main St
Irvine, CA 92614
+1 (949) 407-7449
https://www.ericgallingerswp.com

Stratos Wealth Partners is a registered investment advisor based in Irvine, CA, dedicated to providing wealth management services built on planning relationships. With a philosophy centered around educating investors, their team of advisors excels at explaining investments and ensuring clients fully understand the status of their financial journey. Stratos Wealth Partners works closely with individuals and organizations such as Kaiser Permanente Employees, Southern California Edison Employees, Apple Employees, and Intuit Employees to optimize financial independence and create tailored strategies for long-term goals.

Committed to building trusted partnerships, Stratos Wealth Partners collaborates with clients to create, implement, and monitor personalized strategies. Through a comprehensive three-step process, including collaboration and education, strategic analysis, and bringing it all together, clients receive a full financial plan and investment recommendations. Stratos Wealth Partners is a separate entity from LPL Financial, and their registered representatives are properly licensed to discuss and transact business with residents of specific states.

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United States›California›Irvine›Stratos Wealth Partners