28338 Constellation Road
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
President & Financial Advisor
The Strategy Partners, Inc. was founded, in 2014, with the goal of assisting our clients in every aspect of their financial lives. We’ve provided comprehensive and personal service, thus earning a reputation for excellence in our...
Managing Partner & Financial Advisor
I have been a Santa Clarita resident since 2006. I am active in our community and former regional commissioner, coach and referee for AYSO in Castaic. Family is very important to me. I have been married for over 20 years to my...
V.P. & Financial Advisor
I was born in New York City, the son of Jose & Piedad, who immigrated from Ecuador, and brother to Jeanette. Few years later my family moved to Phoenix, Arizona where I lived for many years. I attended The University of Arizona and...
Financial Service Professional
I have always been interested in the big world of finances. Throughout my life, I have tried to make the best financial decisions for myself and my family. That is why, I decided to make a career change in 2020 and join this agency...
For my clients, I personally can assist them in these main areas by showing how they can do the following: how to maximize their savings and investment dollars for retirement (income) and wealth building (legacy) how to position their...
For my clients, I personally can assist them in these main areas by showing how they can do the following: how to maximize their savings dollars for retirement (income) and wealth building (legacy) how to position their assets to...
Financial Service Professonal