• Registered Investment Advisory • Certified Financial Fiduciary (CFF) • Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization) • President/Founder of California College Planning • Senior Instructor – Adult Financial Education Foundation (AFES), a 501(c)(3) non-profit organization • Author – Your Retirement (UN)Broken Merrit is the creator … Continue reading Interview with Merrit Strunk Founder of Momentum Financial & Insurance Services-Discussing their Proprietary Momentum LifeYield Process™