Trujillo Private Wealth, LLC
Investment Management - Cave Creek, Arizona, United States
Trujillo Private Wealth, LLC Employees
Trujillo Private Wealth, LLC Details
Jason A. TrujilloPresident/Investment Advisor RepresentativeTrujillo Private Wealth, LLC.Investment Advisor RepresentativeJason Trujillo is a seasoned financial advisor specializing in financial and business planning for business owners, executives and their families throughout Arizona and the southwest. An entrepreneur himself since the tender age of 12, Jason has experience creating solutions for both small business start-ups to established firms; risk management strategies, qualified plans, executive compensation plans, wealth management and personal financial planning.A Registered Representative and Investment Adviser Representative of Princor Financial Services Corporation, Jason's strengths come in, offering full-service education, analysis, planning and implementation of both business and personal planning. Through his professionalism, knowledge and experience, Jason can assist the business executive; strategies to help reduce income taxes, retain and reward key employees, assess risk, work with your outside advisors to create a business exit strategy, and retirement planning. Jason is an advocate for business which is why he accepted a position to serve on the board of Arizona Small Business Association.Originally from New Mexico, Jason is a proud graduate of the University of New Mexico, with a Bachelor of Science degree in Marketing and Productions Operations Management. He now lives in Cave Creek with his wife, an attorney specializing in estate planning and employment law, and their two boys.CA Lic 0L68999Securities and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and a Registered Investment Advisor. Securities and investment advisory services offered through Woodbury Financial Services, Inc., and Trujillo Private Wealth, LLC. are not affiliated entities.https://www.joinwoodbury.com/disclosures/socialmedia/
