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Sandra Uyemura Strong

Advisor at Mass Mutual Investors Services — Davis, CA

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

38 years

Location

Davis, CA 95616

Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Total advisors

5,072

Across 1,226 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

Sandra Strong is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 37 years of industry experience, including 30 years with MassMutual Life Insurance Company and MML Investors Services. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and collaborative planning to develop written recommendations and offers programs such as wrap and money-manager services and educational seminars.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

See office

Davis, CA

1260 Lake Blvd, Suite 230

Davis CA 95616

Advisors at this office

2

Most active in

California · Texas

Work history

38 years of industry experience

Massmutal Life Insurance Company

1996 - Present • 30 years

Davis, CA

MML INVESTORS SERVICES

1996 - Present • 30 years

Davis, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jonathan S

Series 65

Davis, CA

Sorunke Wealth Advisors

Jonathan Sorunke is the principal of Sorunke Wealth Advisors in Davis, California. He holds a Series 65 designation and has three years of industry experience, including prior roles with the US Army Corps of Engineers and the State of California. In addition to his advisory work, he is a licensed real estate agent assisting clients with property transactions. Sorunke Wealth Advisors offers non-discretionary investment management and financial planning to retail and high-net-worth individuals and small businesses. The firm employs a client-profile-driven process focused on fundamental equity analysis and fixed-income strategies, delivering recommendations for client implementation through selected retail brokerages.

Active portfolio management Income planning Founder/Business Owner
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Jeremy V

Series 65

Davis, CA

Van Ham Wealth Management

Jeremy Van Ham is the sole advisor at Van Ham Wealth Management in Davis, CA. He holds a Series 65 designation and has experience in education, having worked at Santa Teresa High School, San Jose State, and CSU Global. He founded Van Ham Wealth Management in 2026. Van Ham Wealth Management is an independent registered investment adviser serving individual clients with discretionary portfolio management and financial planning. The firm uses written Investment Policy Statements to guide long-term strategies across mutual funds, equities, ETFs, fixed income, commodities, and non-U.S. securities, and offers fixed-fee, goals-based financial planning.

College savings (529s, UTMA, etc.) Life insurance needs analysis Retirement income strategy
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Wayne G

Series 63

Davis, CA

Wayne Gilbert & Company

Wayne Gilbert is the sole advisor at Wayne Gilbert & Company in Davis, CA, holding a Series 63 designation with 38 years of industry experience. He has worked with OSAIC since 1989 and Northwestern Mutual since 1971. In addition to his advisory role, he serves as a registered representative and insurance agent, working with multiple insurance carriers. Wayne Gilbert & Company provides one-time financial planning services focused on clients’ financial circumstances, cash flow, insurance, and long-term goals. The firm delivers written plans on a non-discretionary basis, with implementation left to clients, and emphasizes long-term planning and efficient asset allocation without ongoing account management.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Easan K

Series 66

Woodland, CA

Easan Katir Wealth Management

Easan Katir is the sole advisor at Easan Katir Wealth Management, an independent firm based in Woodland, CA. He holds a Series 66 designation and has 28 years of industry experience, including 25 years at his current firm. Katir serves as a director of the Hindu American Foundation and is an owner and consultant for Cornucopia Capital, LLC, where he assists with acquisitions, financing, and staffing. Easan Katir Wealth Management provides portfolio management for high-net-worth individuals, trusts, charitable institutions, and corporate pension and profit-sharing plans. The firm employs a proprietary quantitative investment approach focused on absolute returns through non-correlated strategies across U.S. markets, and it also offers pension plan design, administration, and consulting services.

Active portfolio management Options & derivatives strategies
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David M

Series 65, Series 63

Davis, CA

Flyway Advisors

David Meagher is a financial advisor at Flyway Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory role, he is the CEO of RedTeal, Inc., a technology consulting firm, and serves as Vice President of Engineering at Fireclay Tile. Flyway Advisors provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, charitable organizations, and employer-sponsored retirement plans. The firm blends institutional retirement-plan consulting with individual wealth management, employing a strategy that combines fundamental and technical analysis across various investment types.

Income planning Retirement income strategy Active portfolio management
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Ryan M

Series 65

West Sacramento, CA

Manzanita Wealth Management LLC

Ryan Melnyk is a financial advisor at Manzanita Wealth Management LLC with two years of industry experience. He holds a Series 65 designation and concurrently works as a Project Scientist at Lawrence Berkeley National Laboratory, where he performs research in microbiology. His prior experience includes roles in biotechnology and academia. Manzanita Wealth Management LLC provides fee-only investment management, financial planning, and retirement plan consulting to individuals and employer-sponsored plans. The firm employs a mix of passive and active strategies guided by asset-allocation principles and client risk tolerance, including a taxable-only investment tier that uses derivatives with client approval and active risk controls.

Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Options & derivatives strategies
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