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Joe Trovato

President & Owner

Joe Trovato is the founder and president of Trovato Wealth Management. With more than 25 years of experience in financial services, Joe has served individuals, families, and business owners across more than 40 states, helping clients navigate retirement, investment, risk management, and long-term wealth planning decisions.

Joe founded Trovato Wealth Management in 2012 with a commitment to building a firm centered on personal relationships, thoughtful planning, and long-term service. Today, he continues to lead the firm while working closely with clients through the important financial decisions and transitions that come throughout life.

A Bakersfield native, Joe attended Saint Mary’s College of California. Outside the office, he enjoys spending time with his family, traveling, surfing, and following baseball.

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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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