Wilde Wealth Management Group
Trevor Wilde, AIF®, MBA, has a wealth of experience in the financial industry. Since 2000, they have served as the CEO and Investment Advisor Representative for Wilde Wealth Management Group. In this role, Trevor has been dedicated to simplifying the wealth management process for their clients, allowing them to focus on their businesses, personal endeavors, and family. Trevor specializes in assisting employees and retirees from major companies such as Qwest Communications, Centurylink, Honeywell, and Intel. Trevor is responsible for organizing assets, developing asset allocation strategies, providing insurance solutions, and creating comprehensive financial and estate plans.
In 2018, Trevor joined Cetera Advisors LLC as an Advisory Council Member, contributing their expertise to the firm. Additionally, in 2021, they became a Member of YPO, a global organization for business leaders, and a Member of the Forbes Finance Council. These affiliations demonstrate Trevor's commitment to staying at the forefront of the industry and networking with other professionals. With their extensive experience and dedication to their clients' financial future, Trevor Wilde is a trusted and respected figure in the field of wealth management.
Trevor Wilde, AIF®, MBA, completed their Bachelor of Arts degree in Communication from the University of Arizona in the years 1998 to 2000. Trevor then pursued further education and obtained their MBA in Business from the University of Phoenix between 2001 and 2003. In 2016, Trevor attended the Center for Fiduciary Studies - fi360, where they earned the designation of Accredited Investment Fiduciary. Their studies in this program focused on Financial Planning and Services.
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Wilde Wealth Management Group
Wilde Wealth Management Group....A Personal Approach to Wealth Management! As a boutique financial firm, we offer you service that is personal, private and professional. We aspire to have only a limited number of clients and to provide personal service to every one of them. We honor our relationship with you by providing customer service and attention you will not find elsewhere. As a privately owned independent financial firm, our advice is not influenced by a corporate parent, insurance company, or mutual fund family. Our Services: Planning Toward Your FInancial Future A Relationship Built on Communication Portfolios Built Around Your Goals Managing Your Wealth for Retirement From Accumulation to Distribution Our Pledge to you: Trust, Respect, Integrity You can trust Wilde Wealth Management Group to always be there when you need us, answering your questions and working with you in pursuit of your goals. SInce service is all that we sell, you can count on us to: .Work as your financial advisor, always putting your interests first .Educate you to ensure that you are comfortable with each of our recommendations .Strive to exceed your expections at every level of the relationship Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera Advisors LLC is under separate ownership from any other entity. 7025 N Scottsdale Road Suite 115 Scottsdale, AZ 85253