The Strata Team

We’re an organization of dedicated professionals with one mission:

To bring confidence and reassurance to our clients as we work with them to develop, manage and protect their life’s objectives through unbiased, cross-disciplinary advice, thorough and precise implementation, and high-quality personal service.

The Power of “I.Q. Compounding”®

Our team includes professionals in estate planning, business owner and succession planning, tax reduction strategies, investment planning, retirement planning, and insurance strategies.

Strata fosters a collegial atmosphere where team members pool their knowledge and collaborate to identify the best solutions for clients.

    1. Before
    2. After

    Ken Painter, CFP®

    Founder & Chief Wealth Advisor

    • Big picture
    • Precise
    • Catalyst for action
    1. Before
    2. After

    Brandon K. Cumba, CFP®

    Director of Advisory Services

    • Highly organized
    • Efficient
    • Detail-oriented
    1. Before
    2. After

    Vyoma Patel

    CCO & Director of Operations

    • Diligent
    • Analytical
    • Politely persistent

Join the Strata Team