Luke Trotochaud, CFP®, CRPC®
Additional Designations and Licenses: Series 7, Series 63, 66, and Life, Accident and Health License
Education: B.A. in Criminal Justice from Plymouth State University
Finance may not have been how I started, but when I witnessed firsthand the financial struggles of my parents when their company stock tumbled, and their retirement assets diminished to seemingly nothing, my career path changed. As a result, I became determined to educate myself on how this could have been avoided and learn how to correct such an event on someone's financial situation.
The opportunity to start my financial career was at a large investment firm, where I was able to earn my licenses and was quickly promoted to a financial planning position. I provided guidance to clients on both their 401k plans, along with their brokerage assets for a total financial picture. By having knowledge of certain plan rules / and strategies I was able to provide holistic planning to clients that helped guide them to the best solutions based on their unique situations.
I'm pleased to be a part of Brophy Wealth Management, LLC, where we share many of the same core values; most importantly, putting the client first. I have always been passionate with helping others and being part of team that strives towards a goal. Working at Brophy Wealth Management, LLC I look forward to advancing my knowledge and sharing my expertise with our clients and team to improve the financial futures of our clients.
Check the background of this investment professional on FINRA's BrokerCheck.