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Merrit Strunk

Welcome!

Hello and welcome to my GladVisor webpage. I look forward to conversations and providing assistance to you, as you pursue your charitable planning goals. Be sure to take a look at my upcoming webinars and join in on the meeting. Or feel free to contact me directly. I look forward to meeting you.

Founder of Momentum Financial and Insurance Services LLC Registered Investment Advisory

Certified Financial Fiduciary (CFF)

Former President San Diego Chapter – Society for Financial Awareness

SOFA (a non-profit 501(c)(3) organization)

President/Founder of California College Planning

Senior Instructor – Adult Financial Education Foundation (AFES), a 501(c)(3) non-profit organization

 

Upcoming Webinars & Seminars

No events upcoming

Resources & Downloads

News and Events

Introducing the CFA Harvest Fund (QCD): Save Taxes on your IRA “Required Minimum Distributions”

Is There a Problem With How We Give?

4 Non-Cash Gifts That Offer Huge Dividends

Six Strategic Steps for Involving Your Family in Giving

The Potential Impact of the Capital Gains Tax Hike

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Merrit Strunk

GLADvisor

Merrit has been a high achieving business leader who has successfully led marketing initiatives for Fortune 500 brands. He has travelled around the world speaking on Business, Financial and Personal Achievement.

He was a repeat C-Suite executive for multibillion dollar financial and insurance organizations, and successfully built top-performing teams around the United States.

A popular speaker for industry events and media, he volunteers his time to non-profit organizations to promote financial literacy in America.

He has been married for 30 years and has two children. Merrit has been a past board member of the Midwest Multiple Sclerosis Chapter and supports the Children’s Tumor Foundation.

As a GladVisor, he is dedicated to providing his clients with clarity, comfort and confidence in knowing their financial plans are fiscally solid.