financial advisor

We’re making some exciting upgrades and enhancements at Sterling Wealth Partners.

First, we upgraded our tax strategy and tax preparation area of our business. We have partnered with multiple CPAs around Southern California to match you with the best option for your needs. 

Throughout the year we host small specialized events for clients and friends as a “value-add” and a way to connect outside the office.  It’s part of creating a “Sterling Experience.”

Our wine tasting event was last week, and a small group of our wine lovers enjoyed visiting Pali Wine in Anaheim.