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Steady Guidance For Your Financial Future

Our independent family firm is anchored in timeless values.

Our Numbers

100%

Independent

Unfiltered advice that honors the trust you place in us

25+

Years of Experience 

Time-tested experience that strengthens the work we deliver

1

Mission

Unchanging values that define how we serve you

Why Trovato?

As most small family businesses begin, Trovato Wealth Management started in our home over a decade ago. By God’s grace, what began more than ten years ago has grown into an independent advisory firm serving clients across the country.

Though our reach has grown, our heart remains the same. We are committed to personable, family-like relationships built on trust, clear counsel, and faithful service.

At Trovato, clients are never treated as numbers. They are people with stories, responsibilities, and goals worth understanding. Our work is to walk alongside them with wisdom, care, and conviction.

Rooted in personal service and supported by thoughtful planning, investment research, and industry-leading technology, we seek to serve our clients with excellence for God’s glory.

Client Services

Individuals & Families

Thoughtful guidance for investments, tax planning, retirement, education, and the decisions that shape your family’s future.

Business Owners

Strategic planning for business value, continuity, succession, and the decisions that strengthen your company.

High Net Worth Solutions

Coordinated planning for investments, taxation, estates, philanthropy, and the decisions that shape your family’s legacy.

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4925 Commerce Drive Suite 100
Bakersfield, California 93309

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC Investment Advisory Services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 | 1-800-765-5201. Trovato Wealth Management is a separate entity from Valmark Securities, Inc., and Valmark Advisers, Inc. CA Insurance License 0C82947. View Valmark's Customer Relationship Summary​​.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements

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Check the background of this financial professional on FINRA's BrokerCheck.

 

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