StratFI » Business

Jim Lee is an independent financial advisor helping individuals to improve their cash flow, grow assets, and prepare for retirement. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) and member of the Association of Professional Futurists (APF).

A Different Approach
We provide a dynamic, forward-looking alternative to the run-of-the-mill investing approach offered by most financial planning firms. Through our expert analysis of developing trends, we believe we are able to pinpoint investment opportunities and risks well before others become aware of them.

On Your Side
StratFI is committed to a client-first business model. We customize our investment strategies to meet the needs of our individual clients. Just as importantly, we never accept commissions for recommending any product or solution. Our goal is to help you succeed.

Award-Winning 5-Star Advisor
The Paladin Registry independently evaluates and rates the qualifications of financial advisors. Paladin issues ratings based on a comprehensive review of advisor credentials, ethics, business practices, and services. Since 2004, Paladin has reviewed the qualifications of more than 16,000 advisors and awarded its 5-star rating to only the top 7%.

Trusted Partner
At StratFI, we believe that our combination of experience, expertise and commitment to our clients puts us head and shoulders above the competition. We invite you to get in touch to learn more.