Sterling CFA

Director Of Fixed Income at Trajan Wealth LLC - Scottsdale, AZ, US

Sterling CFA's Colleagues at Trajan Wealth LLC
Udayan CFA

Chief Investment Officer

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Ruben Angulo

VP of Advisor Development & Investment Advisor Representative

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Andrea Avila

Human Resources Director

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Diane Woolley

Director of Office Development

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Paul Mann

Manager - Client Portfolio Management Team

Contact Paul Mann

Sherri Greene

Customer Service Specialist

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Nickolas Minard

Client Portfolio Manager

Contact Nickolas Minard

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Sterling CFA's Contact Details
Email (Verified)
***@trajanwealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
480-214-9835
Location
Company
Trajan Wealth LLC
Sterling CFA's Company Details
Trajan Wealth LLC logo, Trajan Wealth LLC contact details

Trajan Wealth LLC

Scottsdale, AZ, US • 100 - 249 Employees
Financial Services

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-changing economic landscape. We dedicate the time needed to listen to your goals and educate you on the options. Speak to our fiduciary advisors today.

Money Management Income Planning Annuities Insurance 401(k) Planning SmartVestor Emerging Markets Retirement planning Estate Planning Wills Trusts Business Taxes Financial Services Financial Advisory Services
Details about Trajan Wealth LLC
Frequently Asked Questions about Sterling CFA
Sterling CFA currently works for Trajan Wealth LLC.
Sterling CFA's role at Trajan Wealth LLC is Director Of Fixed Income.
Sterling CFA's email address is ***@trajanwealth.com. To view Sterling CFA's full email address, please signup to ConnectPlex.
Sterling CFA works in the Financial Services industry.
Sterling CFA's colleagues at Trajan Wealth LLC are Udayan CFA, Ruben Angulo, Andrea Avila, Diane Woolley, Paul Mann, Sherri Greene, Nickolas Minard and others.
Sterling CFA's phone number is 480-214-9835
See more information about Sterling CFA