Our Management

Anthony has been successfully advising clients in the financial services industry for over 28 years. He is a CERTIFIED FINANCIAL PLANNER™ since 1994, and is a co-founder and managing partner of Strata Financial Group, LLC. As a...

Ron is the CFO and a partner of Strata Financial Group, LLC. He is a Certified Public Accountant and Personal Financial Specialist and has over 30 years of experience in the financial services industry. As a Senior Financial Adviser,...

Mitch is a Managing Partner and Financial Advisor at Strata Financial Group, LLC. Mitch provides individual and family financial planning, retirement planning, investment management, and portfolio management services. As a fiduciary...