Deborah J Trouw, Cfp® Email and 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
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Founder And Senior Wealth AdvisorElevation Financial GroupSanta Fe, Nm, Us -
Founder/Senior Wealth AdvisorElevation Financial Group Jan 2007 - PresentSanta Fe, New Mexico, United States -
Board MemberThe Food Depot Oct 2022 - PresentSanta Fe, New Mexico, United States -
Financial AdvisorKestra Financial Mar 2021 - PresentSanta Fe, NmSecurities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Elevation Financial Group is not affiliated with Kestra IS or Kestra AS.This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states… Show more Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Elevation Financial Group is not affiliated with Kestra IS or Kestra AS.This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.Investor Disclosures: https://www.kestrafinancial.com/disclosureswww.kestrafinancial.comwww.finra.orgwww.sipc.org Show less -
Financial AdvisorWaddell & Reed Jan 2007 - Mar 2021Santa Fe, New Mexico Area, United StatesMy goal is to develop a financial plan tailored specifically to your needs as part of Waddell & Reed, a company that has helped people just like you get where they want to go for more than 80 years.
Deborah J Trouw, Cfp® Education Details
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Optometry
Frequently Asked Questions about Deborah J Trouw, Cfp®
What company does Deborah J Trouw, Cfp® work for?
Deborah J Trouw, Cfp® works for Elevation Financial Group
What is Deborah J Trouw, Cfp®'s role at the current company?
Deborah J Trouw, Cfp®'s current role is Founder and Senior Wealth Advisor.
What schools did Deborah J Trouw, Cfp® attend?
Deborah J Trouw, Cfp® attended University Of Bradford.
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