Timothy R. Stratz
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 Cambridge Investment Research, Inc., Tim is not tied to any particular investment or financial product. This independence ensures unbiased advice and recommendations, supported by Cambridge Investment Research, Inc. 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.