Build Wealth. Live Better. Financial advice from an independent source you can trust. Founder James H. Lee is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA).
StratFI is committed to a client-first business model. We customize our investment strategies to meet the needs of our individual clients. Just as importantly, we never accept commissions for recommending any product or solution. Our goal is to help you succeed.
