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Our Team

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Arthur Strauss, CFP®

President & CEO

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​Jacob C. Drum, CPA, CFP®, PFS

CPA, Financial Advisor

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Lauren M. Serrano

Chief Administrative Officer

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Kate Wagstaff

Client Services Manager

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Zoe "Socks" Strauss

Secretary

Fee Structure: Strauss Financial Group, Inc. provides fee-based investment services.

This website is solely for informational purposes. 

Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal.

No advice may be rendered by Strauss Financial Group unless a client service agreement is in place.

A copy of SFG’s current Form ADV II (Disclosure Brochure) and Form ADV III (CRS) discussing our business operations, services, and fees

is available from Strauss Financial Group upon written request or you can access the information at IAPD. 

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Investment Advisory Services provided by a Registered Investment Advisor

© 2020 by Strauss Financial Group, Inc.

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