Strateon Intelligent Wealth

Strateon Intelligent Wealth is an independent, fee-only, fiduciary financial planning and investment advisory firm focused on helping clients improve their lives and build financial prosperity for their future. Strateon Intelligent Wealth specializes in entertainment industry professionals, educators and teachers, and cryptocurrency and digital assets, and uses the latest technology, blended with tried-and-true techniques, to provide you with consistent, honest, simple-to-understand, and wise advice regarding your financial situations.

Strateon Intelligent Wealth helps clients in many different financial planning areas, including: Business Planning, Cash Flow & Budgeting, Debt Management, Education Savings, Emergency Fund, Employee Benefits Optimization, Estate Planning, Financial Goals, Insurance Review, Investment Analysis, Net Worth Tracking, Purchasing a Home, Retirement Planning, Risk Management, Social Security Planning, Tax Planning, Real Estate Investing.

Mike Halper is a CERTIFIED FINANCIAL PLANNER™ professional and has a Master of Science degree in Personal Financial Planning. He has also received the following certifications and designations: Master Planner Advanced Studies™ (MPAS®), Chartered Retirement Planning Counselor? (CRPC®), Accredited Portfolio Management Advisor? (APMA®), Sports & Entertainment Accredited Wealth Advisor? (SE-AWMA®), and Chartered SRI Counselor? (CSRIC®).

In digital assets and cryptocurrencies, Mike Halper is a Certified Digital Assets Advisor (CDAA). He is also RIA Channel Certified in Digital Assets through the Nasdaq Advisor Academy, a recipient of the Certificate in Blockchain and Digital Assets, and is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the Fee-Only Network, and PlannerDAO.