CEO and Independent Financial Advisor

Chief Operating Officer

Resilience, Innovation, and Opportunities

Trajan Wealth November 2024 Market Review

Trajan Wealth October 2024 Market Review

2023 Financial Market Review: Trajan Wealth

Tax CPA

Trajan Wealth LLC is a rapidly growing Registered Investment Advisor, Estate Planning, and Tax Services firm dedicated to providing clients with integrated financial strategies. The Tax CPA will oversee internal tax reporting and lead client-focused tax planning services, playing a key role in shaping and expanding Trajan Tax Services.

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