3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​ - Info@stratoswp.com

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Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through LPL Financial, member FINRA/SIPC. 

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY

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Stratos Wealth Partners

Irvine, CA Office

949-229-6210

2 Park Plaza

Suite 350

Irvine, CA 92614

An educated investor is our best client.

Most people leave their financial advisor confused about what’s happening with their money.

Our advisors are just as good at explaining investments as they are at making them.

Our clients fully understand what’s

happening with their money at every stage

of their financial journey.

Our Philosophy Is Simple

Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment

Meet the team

"An educated investor is our best client. Most people leave their financial advisor confused about what’s happening with their money. Our advisors are just as good at explaining investments as they are at making them. Our clients fully understand what’s happening with their money at every stage of their financial journey." - MT

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Founding Partner

Charles Shapiro

(858) 952-1860

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Wealth Advisor

Lee Jones

(408) 708-1276

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Wealth Advisor

Nina Hajjar, CFP®

(949) 407-7383

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Wealth Advisor

Taylor Salisbury, CFP®

(949) 345-1843

Recognition

Stratos is proud of our advisors who’ve received recognition from industry publications.

We believe they are setting the standard for exemplary client service.

Craig Macomber

Forbes “Best-In-State Wealth Advisor” 2019

Forbes “Best-In-State Wealth Advisor” 2018

Forbes “America’s Top Next-Generation Wealth Advisors” 2018

Forbes “America’s Top Next-Generation Wealth Advisors” 2017

Our Services

Financial planning can be overwhelming. Every individual and family has unique needs and deserves personalized services to pursue those needs. At Stratos CA, we customize our plans for you, always putting you first. Our experience and expertise allow us to offer you assistance in the following areas:

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*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

** Stratos Wealth Partners and LPL Financial do not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation.

*** Traditional IRA account owners should consider the tax ramifications, age and income restrictions in regards to executing a conversion from a Traditional IRA to a Roth IRA. The converted amount is generally subject to income taxation.

 
 

Our mission is to get to know and understand your needs, wants, and long-term goals.  We want to help you develop, implement and monitor a strategy that’s designed to address your individual situation.  The team at Stratos CA has partnered with Stratos Wealth Partners to provide a platform for objective fiduciary advice.  By partnering with Stratos Wealth Partners we are able to clear advisory assets through major broker dealers such as LPL Financial, Charles Schwab, Fidelity, and TD Ameritrade.  This allows our team to customize advice and service to every client that we meet with and design a plan that is truly tailored to their situation.

About Us

Who We Help

At Stratos Wealth Partners, we serve a diverse range of clients, from those who are just starting out on their accumulation journey to those who are preparing for retirement. Even though our clients range in age, industry, and lifestyle, they share a common desire: they want help managing their wealth so they can instead focus on enjoying their lives. Our clients aren’t just looking for an advisor to provide investment advice; they’re looking for a professional they can trust and with whom they can build a long-lasting relationship.

Corporate Benefit Plans​

In addition to our normal services that we provide we also have dedicated team members that specialize in helping employees from each of the following corporations. 

Southern California Edison

Intuit

Apple