Stryker Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stryker Financial provides portfolio management services for individuals and high‑net‑worth clients and also works with employer‑sponsored retirement arrangements, including in‑service 401(k) plan assets and 529 college savings accounts. The firm discloses that it also offers pension consulting and can facilitate insurance product purchases through its insurance brokerage activities.
The firm’s investment approach emphasizes fundamental analysis and long‑term planning tailored to each client’s risk tolerance and time horizon, with an advisory “co‑pilot” relationship, periodic communication through market cycles, and at least an annual account review. Accounts are managed on both discretionary and non‑discretionary bases, clients may impose investment restrictions, and the adviser uses tools such as Vanguard Advisor’s portfolio constructor and Money Tree Silver Planner to support decisions.
Compared with many independent peers, the brochure discloses several less common practices: it serves retirement plan clients and provides pension consulting, manages assets held within plan platforms, and administers 529 accounts using American Funds’ F‑2 share class for advisers. The adviser is also a licensed insurance broker and received commissions from insurance carriers (about 5% of 2025 revenue), a relationship the firm discloses as a potential conflict of interest.
Client services
Expertise
Fee options
$0 - $1,750,000: 0.85% annually $1,750,000 - $3,000,000: 0.70% annually $3,000,000 - $5,000,000: 0.60% annually $5,000,000+: 0.55% annually
Commissions received from insurance product sales, approximately 5% of total revenue in 2025.
Main office
1900 Powell Street, Suite 700
Emeryville CA 94608
Advisors at this office
1
Most active in
California · North Carolina · Virginia
Also doing business as
Farzad Financial Services · Farzad Khoshnoodi · Khoshnoodi , Farzad · Khoshnoodi Farzad · Stryker Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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