Trajan Wealth LLC
Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions. As a Registered Investment Advisor (RIA), we have the experience and knowledge to help navigate the ever...load more
Trajan Wealth LLC's Basic Information
Industry
Financial Services
Headquarters
Scottsdale, Arizona, United States
Website
Founded Year
2012
Headcount
51 - 200 ( View All )
Specialties
SmartVestorEmerging MarketsRetirement planningestate planningWillsTrustsBusiness TaxesTax planningStock marketMoney ManagementIncome PlanningAnnuitiesInsurance401(k) Planning
Trajan Wealth LLC's Competitors
Employee Insights
Trajan Wealth LLC's Top Employees
Tami Hampshire
Chief Marketing Officer
Phone Email
Diane Woolley
Chief Administrative Officer (CAO)
Phone Email
Udayan Mitra, CFA
Chief Investment Officer
Phone Email
Rubén G. Angulo
VP of Advisor Development & Investment Advisor Representative
Phone Email
Mike Wilson, AIF®
Vice President and Financial Planner
Phone Email
Frequently Asked Questions Regarding Trajan Wealth LLC
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