Momentum Financial & Insurance Services LLC is a San Diego-area financial advisory firm focused on helping individuals and families prepare for retirement and pursue their long-term financial goals. Its planning process begins with clients’ priorities, dreams, and family needs, then develops a strategy intended to support a work-optional lifestyle. The firm’s Momentum LifeYield Process and team-based approach consider factors that can affect retirement, with an emphasis on minimizing taxes and maximizing income over a lifetime.

Momentum aims to give clients greater clarity, comfort, and confidence in their plans, offering personalized wealth management and investment advisory support. Its services include retirement and financial planning, investment advisory services, and insurance products and services. The team also supports client onboarding and ongoing relationships, and offers LifeYield reviews, educational videos, a blog, and the Retirement (UN)Broken podcast.

Led by Investment Adviser Representative and Certified Financial Fiduciary Merrit Strunk, the firm emphasizes ethical, impartial guidance and recommendations intended to serve clients’ best interests