Sacramento, California
A Sacramento advisor for people who'd rather not do it alone.
I work with busy professionals and business owners around Sacramento who are good at making money and want someone to organize it, invest it on purpose, and stay with them through every market.
Common around here
Sacramento situations
State employees
A CalPERS pension, a Savings Plus 401(k) or 457(b), and a question about how they all fit together.
Tech and healthcare earners
Commuters and remote workers with RSUs, old plans from past jobs, and very little free time.
Local business owners
Income that comes in waves and a retirement plan that's still "I'll figure it out later."
How we'd meet
It starts with 20 minutes
The first conversation is a 20-minute Zoom call, or a text if that's easier. You tell me what's going on, and we both decide if it's a fit.
StratiCo is a California state-registered investment adviser. I can work with clients outside California only where the firm is registered or exempt.
When you're ready
The guides show you what to do. I'll help you actually do it.
20 minutes. No pitch. We both decide.