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Our Team

Joe Trovato | President and Owner

In 2012, after several years of growing the family firm, Joe ventured out to launch Trovato Wealth Management. Since then, TWM is recognized as one of the leading financial planning and asset management firms in Kern County.

Raised in Bakersfield, Joe received his education from Garces Memorial High School and St Mary's College of California. For over 20 years Joe has helped people in Kern County and more than twenty-eight states by customizing plans designed to protect them against financial risks associated with retirement.

In his free time, Joe enjoys spending time with family, traveling, surfing, and enjoying baseball.

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Kim

Administrative Assistant

Kim Trovato

Kim is responsible for providing administrative support to the firm and its daily business operations. Kim received her Bachelor of Arts degree in Liberal Studies from California State University Bakersfield and holds a Clear Multiple Subject Teaching Credential with a Supplement in Mathematics. Kim enjoys taking part in the many activities of her family.

Marcia
Administrative Assistant
Marcia Hunsaker

Marcia joined the TWM team  in September 2021. Marcia and her husband have been TWM clients since 2008. Marcia has previously worked as an Administrative Assistant for a local hospital, a local real estate company, and a local technology company as well as in the oil industry. Marcia received her Bachelor of Science degree in Business Administration at California State University, Northridge.

Abby
Administrative Assistant
Abby Trovato

Abby is responsible for providing administrative support to the firm and its daily business operations. Abby received her Bachelor of Arts degree in Liberal Studies from California State University, Bakersfield. During her free time, Abby enjoys being at the beach, attending concerts with friends and playing games with her family.

Strategic Alliances

Our strategic alliances consist of professionals in business operations, legal, long-term business planning, marketing, insurance and tax. They are available on an as-needed basis and work with the TWM team in support of our planning activities and the implementation of the plans we develop with you.

*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

Autumn at the lake
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