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...

Read more

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...

Read more

Gretchen Adam

Office Assistant

(641) 209-8450

Gretchen.Adam@cir2.com

Gretchen assists Stratz & Company with her administrative prowess. Her primary responsibilities include account management, reporting and planning, communication and client management. An outdoor enthusiast, Gretch enjoys biking,...

Read more