Larkspur, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
The Strategic Financial Alliance
Multi-team
Firm-wide stats for The Strategic Financial Alliance
About
The Strategic Financial Alliance serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business clients. It offers portfolio management (including wrap and non‑wrap programs), third‑party manager selection and solicitation, financial planning and consulting, seminars, and a subscription advisory option.
SFA implements customized strategies through its Strategic Choice programs, co‑advisory relationships and referrals to third‑party asset managers, employing asset allocation, model portfolios, mutual funds, ETFs, and select alternative and structured products. As of December 31, 2025, SFA reported roughly $382.0 million in advisory assets, of which about $26.95 million were managed on a discretionary basis and about $355.08 million were managed on a non‑discretionary basis, indicating a predominant non‑discretionary/co‑advisory orientation.
A distinguishing feature is the firm’s dual registration: SFA is both an SEC‑registered investment adviser and a FINRA‑registered broker‑dealer, and many representatives also act as registered representatives and insurance agents. The firm discloses that it receives brokerage and distribution/solicitor compensation, estimates devoting a substantial portion of its time to broker‑dealer activities, and maintains affiliated entities and revenue‑sharing arrangements with third‑party managers, all of which are described in its disclosure materials.
Based on The Strategic Financial Alliance
Location
Larkspur CA
Advisors at this office
3
Advisors at this office
Ronald M
ChFC®, Series 63
Larkspur, CA
The Strategic Financial Alliance, Inc.
Ronald Murphy is a ChFC® with 55 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2003. He also has a long tenure with LFA Holdings, Inc. dba Larkspur Financial Advisors dating back to 1981. Outside of his advisory roles, Murphy serves on the board of directors for SFA Holdings, Inc. and holds officer positions in a homeowner association and an insurance agency. The Strategic Financial Alliance provides advisory services to individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers portfolio management, third-party manager selection and referral, financial planning, seminars, and a subscription-based wealth planning service, utilizing both in-house management and third-party arrangements.
William H
CFP®, Series 66
Larkspur, CA
The Strategic Financial Alliance, Inc.
William Henn is a CFP®-designated financial advisor with 26 years of industry experience. He has been with The Strategic Financial Alliance, Inc. since 2003. Outside of his advisory role, he is also a licensed life insurance agent through Dempsey Services Insurance Agency. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm employs both in-house portfolio management and third-party manager platforms, serving a broad client base including high-net-worth individuals.
Michael S
Series 66
Larkspur, CA
The Strategic Financial Alliance, Inc.
Michael Spieler is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 designation and 19 years of industry experience. He has been involved with Strategic Blueprint since 2021 and also owns Sherpa Financial Advisors, where he provides financial advisement and planning services. Spieler has worked at The Strategic Financial Alliance, Inc. since 2006. Strategic Blueprint, LLC is an enterprise firm based in Irvine, CA, with 52 advisors. The firm offers advisory services that integrate various financial planning and investment strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")