A complete list of active advisors currently associated with Life Strategies, Inc.

Warmer can help you find a great advisor at Life Strategies, Inc. or one who fits your needs even better.

Life Strategies, Inc. provides discretionary portfolio management and financial planning to individuals and high‑net‑worth clients, developing Investment Policy Statements that document income, tax considerations, time horizon and risk tolerance. The firm implements tailored portfolios across equities, ETFs, mutual funds, fixed income and insurance products and executes trades under discretionary authority. Investment decisions are driven by fundamental analysis and a long‑term, buy‑and‑hold approach, with at least quarterly reviews and custodian‑delivered reporting to clients. Custody and trade execution are handled through Schwab Institutional, and the firm receives access to Schwab’s institutional services and related research and practice‑support benefits. The firm discloses that its principal is a licensed insurance agent and that supervised persons may receive commissions for insurance and annuity sales, a conflict of interest that is documented and disclosed and for which clients retain the option to purchase recommended products elsewhere. Operationally, Life Strategies does not aggregate or “block” trades across client accounts and assigns account review responsibility to a single reviewer; the firm manages roughly $121 million for about 115 clients, which implies a relatively high assets‑per‑client level for a single‑advisor practice.

To learn more about the advisors currently working at Life Strategies, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Douglas Anderson	Cardiff, CA	13

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