Merrit A. Strunk, CF2

About Merrit A. Strunk

About Me
Merrit A. Strunk President, Momentum Financial and Insurance Services LLC – San Diego
President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization)
Merrit has been a business leader all his life. In his 20s and 30s, he successfully headed marketing for fortune 500 brands in retail, manufacturing, and a variety of business-to-business industries. He has also traveled around the world speaking on Business, Marketing, Financial and Personal Achievement. Later in his career, he was a repeat C-Suite executive for multibillion-dollar financial organizations and successfully built top-performing teams around the United States. Merrit has always been passionate about financial education. This is precisely why he started the San Diego Chapter of the Society for Financial Awareness an organization with the goal to end financial illiteracy one organization at a time. Concurrently, Merrit is the President of Momentum Financial and Insurance Services in Rancho Bernardo, California, a full financial services firm that helps clients make better decisions for their financial future.
Services Provided:
• Retirement Income Planning • Lifetime Income Planning • College Funding
• Charitable Giving • Asset Protection • Safe Money Options
• IRA & 401k Assets and Roll Overs • Social Security • Annuities
• Life insurance