Optimizing plans and parternships.
At Strategic Edge Wealth Management, we've been working side by side for years, building a foundation of trust, respect, and collaboration that we believe sets us apart. We're problem solvers, always looking for different combinations of options and outcomes. And we put people first, focusing on building lasting relationships. We believe our ability to optimize financial plans and client partnerships gives us our Strategic Edge.
Ensuring you have access to all the data.
We understand that when it comes to your finances, trust is paramount. So, transparency is at the heart of everything we do. As fee-based advisors, all of our portfolio management services are included in our Preferred Portfolio Services (PPS) fee. This means you can rest easy knowing there are no hidden costs or surprises – just honest, straightforward advice.
Christopher D. Puzio, CFP®
Financial Planner
Chris Puzio is a committed financial planner who takes a personalized, strategic approach to guiding clients in achieving their financial objectives. In his role at Strategic Edge Wealth Management, he collaborates closely with clients to understand their unique goals and financial situations, developing customized plans that address retirement planning, wealth management, and tax-efficient strategies. With over 25 years of industry experience, Chris brings a wealth of knowledge and dedication to helping clients navigate complex financial landscapes with confidence.
Before joining Strategic Edge Wealth Management, Chris worked for Ameriprise Financial Services, where he and Sheila collaborated on developing tailored financial plans to meet each client's unique needs. Chris holds the CERTIFIED FINANCIAL PLANNER® certification, underscoring his commitment to professionalism and ethical standards in financial planning.
As a former board member and ongoing volunteer with the West San Gabriel Valley Boys and Girls Club, Chris contributes valuable insights to promote financial literacy and support local youth initiatives.
Residing in Sierra Madre, Chris enjoys life with his wife, Tamara, and their rescue dog, Calvin. Outside of work, he is passionate about trying local restaurants, reading finance books, and creating thought experiments to enhance his client services.
Sheila A. Streeter
Director of Client Service
Sheila has more than 30 years of experience in the industry, with extensive experience servicing private wealth clients. She assists in the gathering of necessary client information and processes client requests. She also handles the day-to-day transactions and business operations.
In her free time, Shelia enjoys playing soccer, going to concerts, traveling and spending time with her daughters, Hannah and Mia. Just recently she joined a bowling league, with a very high handicap – this hobby is still “to be determined.”
You hold the key to your financial future.
Unlocking your financial goals is easier when you have the right plan and the right partner.