Timothy Stratz

President @Stratz & Company Financial Services

Pasadena, CA, US
MOBILE NUMBERS
+16•••••••97

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WORK HISTORY

Jan 1995 — Present

President @Stratz & Company Financial Services

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Investment ManagementRetirement PlanningEducation FundingBusiness Retirement PlansCharitable Foundations* Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Stratz & Company Financial Services and Cambridge are not affiliated. CA Insurance #0D73411 Branch Office: 180 South Lake Avenue, Suite 400, Pasadena, CA 91101.

EDUCATION

1984 — 1989

California State University, Los Angeles

Business Administration

SKILLS

PensionsCreditFinancial ModelingFinancial AnalysisFinanceAsset ManagementFinancial ServicesInvestment AdvisoryRetirement PlanningInvestment ManagementMoney ManagementReal EstateStrategic PlanningManagementMarketingPortfolio ManagementSecuritiesPublic SpeakingStrategic Financial PlanningInvestmentsRisk ManagementInsuranceLeadership

ABOUT TIMOTHY STRATZ

President at Stratz & Company

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