Strada Financial is a financial services firm based in Fresno, California, serving individuals, families, and businesses. It takes a holistic planning approach, bringing clients’ financial needs together in a comprehensive wealth plan designed around their circumstances, goals, and risk tolerance. The firm works with clients locally and remotely, including those outside California where it is appropriately licensed.

For individuals and families, Strada Financial helps coordinate investments, retirement income considerations such as Social Security, insurance, and other financial planning needs. Its services include fee-based managed accounts, private placements, life, disability, and long-term care insurance, as well as guidance on how different financial decisions fit together.

For businesses, the firm provides retirement plan services, including fiduciary support, plan benchmarking, and help with attracting and retaining employees. It can also assist owners in planning for a future business transition or exit. Strada Financial’s planning process generally includes discovery, recommendations and plan presentation, implementation, and ongoing monitoring. Compensation typically comes from agreed-upon investment management fees, though commissions may apply to certain products.