3736 Osage Beach Parkway
The Dave Ramsey SmartVestor program is a network of financial advisors whom Dave and his team have chosen to partner with based on integrity, professionalism, and experience. Shawn Manuel and our team at Strategic Wealth are pleased to serve as your Dave Ramsey SmartVestor Professional in Southern California. Our Financial Planners, Rodney Graham and Shawn Manuel, have the heart of a teacher, not the attitude of a salesman.
Strategic Wealth combines the personal touch of an experienced financial planner with state-of-the-art technology to offer you an unparalleled experience. We are excited to learn more about you, your family, and what you are seeking to accomplish. We look forward to discussing your goals and working together to create a plan to help you pursue them.
We have included an introduction to both Rodney and Shawn below. Please contact us at your convenience to schedule an appointment. You can call us anytime at 760.978.7272 or click the button below to schedule a time for us to call you.
Rodney Graham is a financial planner at Strategic Wealth, Inc. and a dedicated advisor to clients throughout Southern California. He is passionate about building meaningful relationships and developing a deep understanding of his client’s objectives and how to best pursue them. With experience in insurance, financial planning and leadership, Rodney has the know-how to address your unique goals. Schedule time to meet with Rodney today!
Shawn Manuel is a licensed financial planner and the founder of Strategic Wealth, Inc. With over two decades of industry experience, he proudly serves clients in over 20 states from Lake of the Ozarks, Missouri. From comprehensive financial planning to addressing the details of his client’s goals, Shawn applies values of service, communication and transparency throughout the advisor-client relationship. Schedule time to meet with Shawn today!
Be confident about your retirement.