Strava Financial, LLC

Strava Financial, LLC is a California-based financial advisor firm established in 2019 by David L. Bryant. As a fiduciary, the firm is committed to acting in the best interest of its clients. Strava Financial offers comprehensive portfolio management, financial planning, and retirement plan consulting services. The firm's investment strategies include asset allocation, fixed income investments, long-term purchases, and margin transactions. Clients can expect transparent fee structures, with annual fees for comprehensive portfolio management not exceeding 1.25%. The firm does not charge performance-based fees and does not receive soft dollars in excess of regulatory limits. Strava Financial does not accept proxy authority to vote client securities and does not engage in directed brokerage. David L. Bryant, the Chief Compliance Officer, holds a CFP® designation and has a background in finance and accounting. The firm's management has no history of disciplinary events and maintains high ethical standards outlined in their Code of Ethics. Clients can request a copy of the firm's Code of Ethics for review. Strava Financial does not have compensation arrangements beyond advisory fees and does not have financial interests in client transactions. For more information, clients can contact David L. Bryant at (805) 277-7298.