Joe Strauss, Cfa
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Joe Strauss, Cfa Email & Phone Number

Senior Wealth Manager at Aldrich Wealth at Aldrich Wealth
Location: Lake Oswego, Oregon, United States 6 work roles 2 schools
1 work email found @wealthadvisors.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@wealthadvisors.com
LinkedIn Profile matched
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Current company
Aldrich Wealth
Role
Senior Wealth Manager at Aldrich Wealth
Location
Lake Oswego, Oregon, United States
Company size
25 employees

Who is Joe Strauss, Cfa? Overview

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Quick answer

Joe Strauss, Cfa is listed as Senior Wealth Manager at Aldrich Wealth at Aldrich Wealth, a company with 25 employees, based in Lake Oswego, Oregon, United States. AeroLeads shows a work email signal at wealthadvisors.com and a matched LinkedIn profile for Joe Strauss, Cfa.

Joe Strauss, Cfa previously worked as Senior Wealth Manager at Aldrich Wealth and Senior Wealth Advisor at Mariner Wealth Advisors. Joe Strauss, Cfa holds Ba, Economics from University Of California, Los Angeles.

Company email context

Email format at Aldrich Wealth

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*@wealthadvisors.com
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AeroLeads found 1 current-domain work email signal for Joe Strauss, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Joe Strauss, Cfa

Experienced wealth advisor with a focus on providing individuals, families and organizations with investment advice and financial planning solutions tailored to their specific needs and goals. Also experienced in investment research, due diligence, selection, and portfolio construction, as well as financial operations, with more than 15 years in the industry.

Listed skills include Management, Accounting, Financial Analysis, Investments, and 5 others.

Current workplace

Joe Strauss, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Aldrich Wealth
Aldrich Wealth
Senior Wealth Manager at Aldrich Wealth
lake oswego, oregon, united states
Website
wealthadvisors.com
Employees
25
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Company profile
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6 roles

Joe Strauss, Cfa work experience

A career timeline built from the work history available for this profile.

Financial Operations Manager

Authent Advisors, Inc.

Corte Madera, CA

Authent Advisors was acquired by Mariner Wealth Advisors in April 2019.

Jan 2016 - Apr 2019

Accounting Clerk

First Republic Bank/Robert Half
Sep 2006 - Apr 2007
Team & coworkers

Colleagues at Aldrich Wealth

Other employees you can reach at wealthadvisors.com. View company contacts for 25 employees →

ML Madeline Long Madeline Long Colleague at Aldrich WealthPortland, Oregon Metropolitan Area, United States View → YS Yule Schrock Yule Schrock Colleague at Aldrich WealthBeaverton, Oregon, United States, United States View → CT Clarissa Tawel Clarissa Tawel Colleague at Aldrich WealthHermosa Beach, California, United States, United States View → LD Luan Dollens Luan Dollens Colleague at Aldrich WealthDamascus, Oregon, United States, United States View → SV Sydney Van Baest, Cfp® Sydney Van Baest, Cfp® Colleague at Aldrich WealthCarlsbad, California, United States, United States View → CM Chris Mcnabb, Cfp® Chris Mcnabb, Cfp® Colleague at Aldrich WealthLake Oswego, Oregon, United States, United States View → KC Kayla Cook, Cfp® Kayla Cook, Cfp® Colleague at Aldrich WealthUnited States, United States View → HW Heather Wonderly Heather Wonderly Colleague at Aldrich WealthCanby, Oregon, United States, United States View → NR Nicole Rice Nicole Rice Colleague at Aldrich WealthLake Oswego, Oregon, United States, United States View → HM Hitesh Mulani Hitesh Mulani Colleague at Aldrich WealthThane, Maharashtra, India, India View →
2 education records

Joe Strauss, Cfa education

FAQ

Frequently asked questions about Joe Strauss, Cfa

Quick answers generated from the profile data available on this page.

What company does Joe Strauss, Cfa work for?

Joe Strauss, Cfa works for Aldrich Wealth.

What is Joe Strauss, Cfa's role at Aldrich Wealth?

Joe Strauss, Cfa is listed as Senior Wealth Manager at Aldrich Wealth at Aldrich Wealth.

What is Joe Strauss, Cfa's email address?

AeroLeads has found 1 work email signal at @wealthadvisors.com for Joe Strauss, Cfa at Aldrich Wealth.

Where is Joe Strauss, Cfa based?

Joe Strauss, Cfa is based in Lake Oswego, Oregon, United States while working with Aldrich Wealth.

What companies has Joe Strauss, Cfa worked for?

Joe Strauss, Cfa has worked for Aldrich Wealth, Mariner Wealth Advisors, Authent Advisors, Inc., Brouwer & Janachowski, Llc, and First Republic Bank/Robert Half.

Who are Joe Strauss, Cfa's colleagues at Aldrich Wealth?

Joe Strauss, Cfa's colleagues at Aldrich Wealth include Madeline Long, Yule Schrock, Clarissa Tawel, Luan Dollens, and Sydney Van Baest, Cfp®.

How can I contact Joe Strauss, Cfa?

You can use AeroLeads to view verified contact signals for Joe Strauss, Cfa at Aldrich Wealth, including work email, phone, and LinkedIn data when available.

What schools did Joe Strauss, Cfa attend?

Joe Strauss, Cfa holds Ba, Economics from University Of California, Los Angeles.

What skills is Joe Strauss, Cfa known for?

Joe Strauss, Cfa is listed with skills including Management, Accounting, Financial Analysis, Investments, Strategic Planning, Asset Management, Portfolio Management, and Mutual Funds.

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