LifeYield Process™ Fiduciary Financial Advisor

Grow your assets, pay less taxes and have more income over your Lifeftime.

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Momentum Blog

About Us

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Momentum Starts with You!

We get the ball rolling by understanding where you want to be in terms of your financial planning. What are your dreams and goals? What's important to you and your family?

You’re at the center of everything we do. And, the best way to plan for tomorrow is by getting to know you today. 

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A Proven Approach

Our Philosophy: 

We have developed and refined a process primarily for those individuals who aspire for a work optional lifestyle in retirement. This means that ideally, we will design and implement a plan that minimizes taxes and maximizes income over a lifetime. 


Our unique Momentum LifeYield Process™  and our Team Based approach is panoramic in that it incorporates the things that matter to clients lives and provides the control needed to address the primary factors that can impact a successful retirement. Through our process we seek to provide our clients with Clarity, Comfort and Confidence knowing their plan is solid. 

Fiduciary Financial Advice

Why Us?

We’re passionate about what we do. And, while our team is comprised of people with a wide range of financial, legal, and tax experience, we all share a deep commitment to ethics and integrity. You can always count on unbiased recommendations, impartial guidance, and our desire to serve your best interests. 


We know how to create momentum for your financial goals, and we’ll do all we can to help you get there.  

Our Team

Merrit Strunk CFF® - President

Merrit Strunk - CFF, President, Investment Adviser Representative

Merrit is an Investment Adviser Representative and Certified Financial Fiduciary™ (CFF). He has been a business leader all his life and is the creator of the "Momentum LifeYield Process".  He has also traveled around the world speaking on Business, Marketing, Financial and Personal Achievement. Merrit has always been passionate about financial planning. This is precisely why he started Momentum. Merrit is proud to be a fiduciary financial adviser and the role he plays in helping his clients achieve better financial outcomes. 

Marty Schneider - CFP®

Marty Schneider - "The Retirement Professor", CFP, Momentum Financial San Diego

Marty has been a Certified Financial Planner since 1986. He is known to many people in the San Diego area as the “Retirement Professor”, because of his depth of experience and knowledge in Retirement Planning. His warmth and kindness have been hallmarks of his 20+ years on the radio. 

Kathrin Strunk - Operations Manager

Momentum Financial San Diego

Kathrin brings her years of organizational expertise and charm to her duties as Operations Manager of Momentum Financial and Insurance Services. Kathrin is an integral part of making our clients feel welcomed and taken care of.

Our Team Based Model

Gary Quackenbush JD - GQLaw

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Gary is a San Diego attorney, member of the California and Colorado State Bar Associations and is the President of the California Society of Tax Consultants. He is admitted to practice in all courts in the State of California, Federal District Court for the Southern and Central Districts of California, all courts in the State of Colorado, Federal District Court for the District of Colorado, and the United States Tax Court. 

Craig Fortin EA, ATP- Fortin & Assoc.

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Craig has over 30 years experience in banking, insurance, tax and finance. He is an Enrolled Agent and is admitted to practice before the Internal Revenue Service.  Craig’s many years of providing small business services makes him an invaluable resource for any practice.  He has a keen understanding of capital needs and a wealth of experience in finding ways to help to grow and manage cash flow. 

Our Partners

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Doing the financial planning required to ensure that you grow your wealth, pay less taxes and have greater income in retirement should be a top priority for everyone. Make the call and get the answers you need today.

Momentum Financial & Insurance Services LLC

11770 Bernardo Plaza Court, Suite 466, San Diego, CA 92128

(858) 521-9700

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