Udayan CFA

Chief Investment Officer at Trajan Wealth LLC - Scottsdale, AZ, US

Udayan CFA's Colleagues at Trajan Wealth LLC
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

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Sherri Greene

Customer Service Specialist

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Nickolas Minard

Client Portfolio Manager

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Stephanie Michael

Client Service Specialist

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Udayan 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
Udayan 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
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Frequently Asked Questions about Udayan CFA
Udayan CFA currently works for Trajan Wealth LLC.
Udayan CFA's role at Trajan Wealth LLC is Chief Investment Officer.
Udayan CFA's email address is ***@trajanwealth.com. To view Udayan CFA's full email address, please signup to ConnectPlex.
Udayan CFA works in the Financial Services industry.
Udayan CFA's colleagues at Trajan Wealth LLC are Ruben Angulo, Andrea Avila, Diane Woolley, Paul Mann, Sherri Greene, Nickolas Minard, Stephanie Michael and others.
Udayan CFA's phone number is ["+18174757324","+18174751731","+19723589731","+18173589731","+19726008188"]
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