Ken CFP

Founder & Chief Wealth Advisor at Strata Wealth Advisors - Dallas, TX, US

Ken CFP's Colleagues at Strata Wealth Advisors
Vyoma Patel

CCO & Director of Operations

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Ken Painter

Founder & Chief Wealth Advisor

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Mark Whidby

Chief Investment Officer

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Brandon Cumba

Wealth Advisor & Director of Advisory Services

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Daniel Tarsha

Wealth Advisor

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Chris Patureau

Senior Client Service Associate

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Abbey Davis

Financial Planner

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Ken CFP's Contact Details
Email (Verified)
***@stratawealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
214-420-7020
Location
Company
Strata Wealth Advisors
Ken CFP's Company Details
Strata Wealth Advisors logo, Strata Wealth Advisors contact details

Strata Wealth Advisors

Dallas, TX, US • 10 - 19 Employees
Financial Services

Elevated financial solutions.Strata is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by affluent individuals and families. We help our clients achieve new levels of financial discipline by aligning their desires and financial goals.Our holistic planning and investment approach reduces complexity in our clients' lives while helping to protect and grow their assets. Our advisors create highly organized, custom financial plans and ensure each plan is implemented fully and accurately. As trusted advisors, we adhere to the highest standards of integrity, serving our clients as a stable, reliable anchor and sounding board throughout their lifetimes. Strata Wealth Advisors is based in Dallas, Texas.

Financial Planning Investment Planning Estate & Asset Protection Planning Business Succession Planning Survivor Planning Education Planning Disability & Long-Term Care Planning Estate & Asset Protection Planning Disability & Long-Term Care Planning
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Frequently Asked Questions about Ken CFP
Ken CFP currently works for Strata Wealth Advisors, LLC.
Ken CFP's role at Strata Wealth Advisors, LLC is Founder & Chief Wealth Advisor.
Ken CFP's email address is ***@stratawealth.com. To view Ken CFP's full email address, please signup to ConnectPlex.
Ken CFP works in the Financial Services industry.
Ken CFP's colleagues at Strata Wealth Advisors are Vyoma Patel, Ken Painter, Mark Whidby, Brandon Cumba, Daniel Tarsha, Chris Patureau, Abbey Davis and others.
Ken CFP's phone number is 214-420-7020
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