A complete list of active advisors currently associated with Strategic Retirement Advisors, LLC

Warmer can help you find a great advisor at Strategic Retirement Advisors, LLC or one who fits your needs even better.

Strategic Retirement Advisors serves individual investors and employer‑sponsored retirement plans across California, with many clients who are current or former public‑sector employees; the firm provides investment management, limited financial planning, and occasional advisor‑selection assistance for workplace plans. Services cover individual retirement and taxable accounts as well as 457 and 401(a) plan advisory work, and the firm offers educational seminars and workshops at client workplaces. The firm’s investment approach is a top‑down asset allocation framework that favors long‑term rebalancing and a mix of ETFs, low‑fee index funds, blended active funds, individual bonds and stocks selected to align with clients’ time horizons and risk tolerances. Clients may grant discretionary or non‑discretionary authority, and portfolios are customized to match stated return goals, tax considerations, and any client restrictions. Distinctive features include managing over $216 million in client assets while servicing an unusually large client base per advisor, and regularly delivering workplace seminars on retirement saving, asset allocation, forecasting and withdrawal plans. The firm also notes specific experience with public‑sector retirement systems (including assistance estimating CalPERS benefits), offers sponsor‑level services for municipal plans, and does not participate in wrap fee programs.

To learn more about the advisors currently working at Strategic Retirement Advisors, LLC, 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
Brent Mick	Elk Grove, CA	24

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