Courtney Strand – Revant Wealth leadership team, wealth management expert

Courtney Strand

Partner | Director of Operations​

SUMMARY

  • Notary Public with deep expertise in document authentication and regulatory compliance.
  • Over a decade of experience in financial services, serving clients and teams since 2013.
  • Passionate about outdoor activities, with a particular love for hiking and nature exploration.
  • “The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.” – William Arthur Ward

(949) 393-2002 ext. 105

Courtney is a Partner and the Director of Operations at Revant Wealth, where she leads the firm’s day-to-day operational functions with a focus on creating a streamlined and service-oriented experience for both clients and team members. She plays a central role in shaping the firm’s infrastructure, enhancing internal workflows, and supporting long-term scalability as Revant grows.

Courtney began her career in the finance industry in 2013 as a receptionist and quickly earned recognition for her work ethic, precision, and dedication to operational excellence. Her career trajectory has taken her through a variety of client service and administrative roles, culminating in over a decade of hands-on experience across financial services, organizational leadership, and operational strategy. She holds a Certificate in Business Administration from Saddleback College.

She brings a proactive mindset to her work and is known for her resourcefulness, reliability, and strong problem-solving abilities. Courtney takes pride in fostering a culture of support, accountability, and consistency throughout the organization.

Originally from Iowa, Courtney now resides in Southern California and makes frequent trips back to visit family. Outside of work, she enjoys traveling and spending time outdoors—especially hiking with her dog, Dewey.