Broker Check

Our Team

Timothy R. Stratz

President

(626)799-5151 x.101

tim@stratzfinancial.com

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...

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Charlotte Maya

Office Manager

(626)799-5151 x.102

charlotte@stratzfinancial.com

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...

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Karen Moreno

Client Service Associate

626-799-5151 x.103

karen@stratzfinancial.com

Karen values the personal relationship, and you will find that she treats clients like family. You may also find her performing Spanish operetta with the Zarzuela Project. Service with a smile and a song.

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