• Loretta Strong

    Financial Advisor

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 Healdsburg High in 1970. At age 17 she entered San Jose State University 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’s first career was spent in public education where she worked for 22 years as a bilingual teacher and district level administrator. During her tenure with San Jose Unified and Healdsburg Schools she developed and implemented model programs of bilingual and immersion education throughout the United States. Loretta is fluent in Spanish and speaks and reads four other foreign languages.

In 1995, Loretta left public education and transitioned into financial services starting her career in insurance at New York Life. She then spent 6 years as an investment adviser at Westamerica Bank and 8 years at Edward Jones in Healdsburg. Loretta joined Raymond James Financial Services in January of 2011 and created Strong Financial Strategies in February of 2013.

Loretta’s approach to financial planning is grounded in her unwavering commitment to provide each client a uniquely tailored solution to a wide range of financial goals and objectives for retirement, investment and legacy planning. Loretta’s practice offers brokerage as well as fee-based solutions and focuses on wealth accumulation and income management.

Loretta is actively involved in her community and has spent many years with the Chamber of Commerce Board of Directors, serving as Board Chair in 2008. In 2010, Loretta is actively engaged in the Healdsburg Kiwanis Club and served as the 2nd only woman president of the 90 year old club. She is currently serving her 2nd term as president and is the local chairperson of the Kiwanis International humanitarian relief Project Eliminate scheduled to eradicate Maternal Neo-natal Tetanus from 30 developing nations by 2015.

Loretta has been married to Jerry Strong for 32 years and is the mother of Hans Jordan Strong, age 23. Loretta is stepmother and grandmother to Jerry’s three adult children and three grandchildren. The Strongs have lived together in Healdsburg since 1983.

 

Raymond James is not affiliated with the above organizations and/or charitable causes.