Strategic Edge Wealth Management
Contact Information
-
Address
425 W Bonita Ave, San Dimas, CA, 91773 -
Phone
(909) 599-1101
Location
About Strategic Edge Wealth Management
Strategic Edge Wealth Management is a Financial Planner in San Dimas, CA, located at 425 W Bonita Ave. The firm provides tailored financial planning for early investors, retirees, and business owners. Services include retirement income planning, asset management, Social Security analysis, tax strategies, estate planning, education planning, and small business retirement plans.
Christopher D. Puzio, CFP®, serves as a financial planner with over 25 years of industry experience. He focuses on personalized strategies for retirement planning, wealth management, and tax-efficient solutions. The firm operates as fee-based advisors, including portfolio management services in their Preferred Portfolio Services fee to ensure transparent pricing without hidden costs.
The team emphasizes a problem-solving approach, analyzing variables such as taxes, investments, and retirement accounts to help clients make strategic decisions. They offer a free risk analysis tool to help clients determine their comfort level with risk. The firm monitors changing conditions to recalibrate plans and help clients navigate market fluctuations.
Strategic Edge Wealth Management works to build lasting relationships based on trust and transparency. They collaborate with clients to create customized plans that address unique goals and financial situations. The firm also assists with risk mitigation and estate planning to secure client legacies.
Connect with Strategic Edge Wealth Management by calling 909.599.1101 or completing their contact form to start formulating a long-term plan.
The firm is situated on W Bonita Ave, just a short walk from Pioneer Park and South Cataract Avenue.
BizScoreAI reports a Technical score of 81 out of 100, ensuring the website is secure and readable for search engines. A Discoverability score of 75 out of 100 confirms that AI crawlers can access every page, allowing the business to be found by AI assistants.
More Businesses in San Dimas, California
- Left Coast ElectricBizScore 72
- Alpha Furnishings, Inc.BizScore 72
- Dentists of San DimasBizScore 69
- Therapy MissionBizScore 67
- Digital NestBizScore 66
- Foothill Pressure Washing LLCBizScore 66
- Lauren Ashley Designs | The Home Staging CompanyBizScore 66
- Emmaus Road Counseling CenterBizScore 64
- Canyon City AirBizScore 63
- Tint City of San DimasBizScore 63
Browse: Businesses in San Dimas, CA · Financial Planner in California · Businesses in California
AI engine reads
Read by AI engines 3 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this business