Deborah J Trouw, Cfp® Email & Phone Number

My motivation to enter the world of finance began with a desire to understand and be able to handle my family's finances if I was ever bereaved. This prompted me to begin studying for the CERTIFIED FINANCIAL PLANNER designation. My background in tax has enabled me to advise my clients to invest wisely and in a tax-smart way. I began my career as a wealth advisor in 2007 with no idea what the markets had in store for me. Starting my business the year before the 2008 recession is one reason I think Elevation has been so successful. I experienced first-hand how financial planning with clients is essential to remaining confident in their financial future when markets are tough. • Over 15 years experience working with clients as a wealth advisor• Certified Financial Planner™• Series 7, 66, and New Mexico Life & Health licensed• Accredited Domestic Partner Advisor• Board Member at The Food DepotSome of the ways I work with clients:• Helping individuals and families build wealth in a tax-optimized way through in-depth financial planning• Building a plan to leave a legacy for your loved ones• Managing the administration of an estate or receiving an inheritance• Working with individuals and couples to help them retire without worrying about running out of moneyOut of the office, I love to hike and pride myself on my ability to make a top shelf margarita!Book an introductory call with my team here: https://go.oncehub.com/ElevationFinancialGroupSantaFeor call us at 505-984-3856

• 

  University Of Bradford

  Optometry