Interview with Merrit Strunk Founder of Momentum Financial & Insurance Services-Discussing Challenge

• Registered Investment Advisory
• Certified Financial Fiduciary (CFF)
• Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization)
• President/Founder of California College Planning
• Senior Instructor – Adult Financial Education Foundation (AFES), a 501(c)(3) non-profit organization
• Author – Your Retirement (UN)Broken

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.

Merrit 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, 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.
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.

Momentum LifeYield Process™ and our Team Based Approach incorporates what matters most to our client’s lives and controls what is needed to address the primary factors that impact a successful financi