Mark Stratis, CFP®

Senior Financial Planner

“Getting to where you want to be in retirement takes careful planning with a clearly defined strategy. We help you every step of the way from developing and managing a solid road map, to keeping you on track to achieve your financial goals.”

Mark Stratis is a Senior Financial Planner at Szarka Financial. He has been working with individuals and small businesses in the insurance, employee benefits, financial and investment planning areas since 1979.

Mark’s focus is to help people accumulate money, save on taxes and generate a better return on existing dollars, by providing common sense solutions to everyday financial problems. Mark works with each client to determine a unique and comprehensive financial strategy best suited for each of their specific needs.

Graduating from Miami University with a Bachelor of Science in Education, Mark Stratis began teaching the consumer economics course to seniors at Medina High School in 1973, completing his M.Ed. from Cleveland State University a few years later.

By 1979, Mark Stratis transitioned out of teaching and joined Investors Diversified Services, Inc. (IDS), where he became the first Certified Financial Planner (CFP®) for their regional office. He moved to Mid-Ohio Securities in 1984 and managed their Strongsville office. Returning to IDS in 1985 as an associate division manager, the position was later reorganized into a district manager. During those years, he managed a 17 person district and helped manage a 55 person division with responsibilities to recruit, hire and train new advisors. In 1989, Mark moved to Mutual of Ohama as a district manager, and eventually founded what became Stratis Asset Management in 1990. He joined Szarka Financial in 2010.

Mark Stratis is a lifelong Cleveland resident and is very active in his community. He previously served as President of the Broadview Heights Chamber of Commerce and the Independence-Brecksville Rotary Club. Mark Stratis also served on the Broadview Heights Planning Commission prior to being elected twice to the Brecksville-Broadview Heights School Board.


Medicare and Retirement Planning




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