Strivent Financial Employee Directory

Financial ServicesCalifornia, United States0-1 Employees

Strivent Financial is a small financial services firm that provides fee-only, comprehensive financial planning under a fiduciary standard. Its target market includes Gen X and Baby Boomer clients in and around Orange County, California, focusing on individuals preparing for retirement or already navigating retirement. The firm works with clients to align their financial resources with their values and goals. 

Its offerings span general financial planning, investment management, tax planning, insurance planning, retirement planning, estate planning, and guidance for loved ones or life events such as spousal loss or divorce. The firm provides structured guidance to address complex questions and map out a plan for clients’ financial needs. Based in Mission Viejo, California, Strivent Financial serves residents of Orange County and beyond with a holistic advisory approach.

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