Our Team

Timothy R. Stratz

President

Tim understands that his professional existence is based on the strength of his relationship with his clients. Working in the financial services industry since 1987, Tim has based his ongoing personal and business success on the referrals of satisfied clients; including families, local small business owners, professionals, corporate executives and financial institutions.

Tim's clients take comfort in his comprehensive and fiscally conservative approach to financial planning.  As a father of four, a small business owner and former Vice President of a publicly traded company, Tim has successfully applied his "first hand" experience to satisfying the needs and desires of his clients. True financial planning encompasses important decisions areas such as budgeting and cash management, income tax strategies, retirement planning, education funding and estate planning. Tim's practical "team" approach helps his clients establish a plan and pursue their life goals through sound implementation. 

As an independent registered representative with Lincoln Financial Securities, Tim is not tied to any particular investment or financial product. This independence ensures unbiased advice and recommendations, supported by Lincoln Financial Securities nationally recognized research, technology and financial strength. This also affords him the flexibility to work with his clients on the basis they feel most comfortable, through our customizable fee based platforms or commissions.

Tim holds a Bachelors Degree in Business Administration from the California State University of Los Angeles. He has been a guest speaker for the California Society of CPAs, the California Association of Mortgage Brokers and has been featured in industry related publications. 

Charlotte Maya

Office Manager


In the Stratz & Company office, Charlotte manages, runs, plans, coordinates, strategizes, engineers, prepares and operates most everything.  Though what clients will mention about Charlotte is not only her ninja-like organizational skills, but her kindness, her willingness to listen and understand, her intelligence, and her sense of humor.  

Charlotte will do everything in her power to ensure that the needs of clients are met and their expectations are exceeded. She has also been known to provide chocolate in emergency situations -- both large and small.

A mother of four, Charlotte holds a BA in English from Rice University and a JD from UCLA.