Merrit A. Strunk
Merrit is the creator of the Momentum LifeYield Process™. This process was created and refined primarily for individuals and small business owners aspiring to have a work optional lifestyle in retirement. This unique process ideally results in substantial wealth growth, paying fewer taxes, providing down market protection and more income over a lifetime.
He has been a business leader all his life. In his 30s & 40s, he successfully led marketing for fortune 500 brands, he has also traveled around the world speaking on Business, Financial and Personal Achievement. Later in his career, he was a repeat C-Suite executive for multibillion dollar financial and insurance organizations and successfully built top-performing teams around the United States.
Merrit has been a frequent featured speaker at industry events, on radio, and video. He has always been passionate about financial education. This is precisely why he volunteers his time to non-profit organizations working toward ending Financial Illiteracy in America.
Merrit comes from a long line of individuals that served in the military, his father served in the Korean war, his grandfathers served one in the Navy WWII, and the other in the Army WWII in Tunisia, uncle in the Navy, Great Grandfathers served in WWI. His great great grandfathers fought in the Civil war and brother in-law served in the air force. His grandmother served as a Revit Girl building aircraft during WWII. Many of his clients are current military and veterans.
He has been married for 30+ years and has two children. He is a former Texas Intercollegiate black belt champion, medalist in relay triathlons, avid road cyclist, holds two US patents and is Author of Your Retirement (Un)Broken. He has been a past board member of the Midwest Multiple Sclerosis Chapter and supports the Children’s Tumor Foundation and serves as a primary member of a Bible Stewardship Ministry at his church.
Merrit is a Dave Ramsey SmartVestor, Christian Foundation of America GladVisor, and a Member of Kingdom Advisors, a Christian Financial Advisor Organization.
Designations & Certifications
Copyright © 2022 Momentum Financial & Insurance Services LLC – All Rights Reserved. Advisory services are offered through Momentum Financial and Insurance Services LLC, an Investment Advisor in the State of California. Insurance products and services are offered through Merrit Strunk, Independent Agent (CA Lic. #0L7510). Certified Financial Fiduciary (CFF) is a FINRA recognized professional certification.
1078 Reviews
Merrit is an exceptional manager of both people and strategy. He’s always good to his word, he’s a straight shooter, and his attitude and work ethic have engendered exceptional loyalty from the folks who work with and for him. ~ Steve Ambuul – Executive Director at Salted Stone ~
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