Verified recordFinancial Services

Loretta Strong

Financial Advisor at Raymond James

Based in Healdsburg, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Healdsburg

Industry

Financial Services

Company size

19K

Contact information

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Email

1 credit

l•••••••@raymondjames.com

Phone

5 credits

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Background

About Loretta Strong

Loretta Petersen Strong is a 4th generation native of Healdsburg whose immigrant forebears from Denmark and Italy settled in the Dry Creek Valley in the late 1800's. Raised in the lap of two farming families, Loretta's love of the land and ties to her Healdsburg roots run deep. She attended Healdsburg Schools K-12 and graduated from HHS in 1970. She entered San Jose State University at age 17 and earned her B.A. and then her Master's Degree from the University of Santa Clara, graduating summa cum laude with a 4.0 GPA. Loretta is a local provider of financial services including investment and retirement planning, insurance and long-term care, and multi-generational wealth management. Loretta's mission is to guide clients to financial independence through honest and objective professional advice, individual planning, sound risk management, quality investment products and highly personal and efficient service.

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