Travis Trettin, CRPC®
Securing One Legacy at a Time
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Serving Clients Nationwide
Securing One Legacy at a Time
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Travis Trettin, CRPC®
Travis Trettin was born and raised in the Oakhurst area. His father a business owner and his mother a teacher, he was taught the importance of giving back at an early age. Travis has served on several boards including the Oakhurst-Sierra Rotary Club and the Oakhurst Community Center. He currently serves as President of the Oakhurst-Sierra Rotary Club.Travis attended Yosemite High School then went on to Fresno City College, Stanislaus State University and Fresno State University before returning to Oakhurst. His career as a financial advisor started with Principal Financial Group and continued with Ameriprise Financial. Travis realized his dream of owning a fee-only financial advisory firm by opening Yosemite Wealth.
Travis currently lives in Oakhurst with his wife Jessica and their Bassett Hound, Buster. They enjoy the outdoors, being with friends and family and community involvement.
Professional Designations
- Chartered Retirement Planning Counselor (CRPC)
Affiliations
- The AGC
Primary Location
40047 Highway 41 Suite B, Oakhurst, CA, 93644
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Yosemite Wealth
Yosemite Wealth is a Registered Investment Advisor providing a personal approach to investing for individuals, families and businesses.Our mission is to be a fiduciary, trusted financial guide for our clients, focused on providing them peace of mind as they navigate their financial life ahead.
We are a fee-only wealth management firm committed to providing high level planning and investment management for our clients.
Why Choose Yosemite Wealth:
Understanding that trust, integrity, and confidentiality are essential in providing clear counsel to people, Yosemite Wealth has worked diligently to create and maintain excellent client service for its clients.
✅ Independent & Objective: Yosemite Wealth is an Independent Registered Investment Advisor (RIA). We have no affiliation with any large brokers that might feel as if they know what is best you. With every financial path being different, we can explore all options and land on what is best for you.
✅ Investment Philosophy: We believe that asset allocation is a key element in determining overall portfolio returns and must accurately reflect our client’s individual goals. Time is spent understanding our clients’ dreams, goals and priorities before constructing an investment plan.
✅ Fiduciary Standard of Care: As a fiduciary we have an obligation to act in your best interest. The recommendations made are for your benefit only. Our only source of compensation is from clients which completely eliminates any conflict of interest. We do not benefit from any investment transaction.
✅ Education & Expertise: We have extensive experience working with individuals, families and businesses. Our investment professional has attained the Chartered Retirement Planning Counselor® designation.
"The personal connection is a large part of assisting someone in their financial growth. Retirement and life leading up to retirement looks different for every single individual. Getting to know that person and what their dreams are is a significant part of the investment and planning process and it’s something I enjoy tremendously." - Travis Trettin, President
Education
California State University-Fresno, Kinesiology | California State University, Stanislaus | Fresno City College, Associate's degree
Hobbies and Interests
- Baseball
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Living in Retirement
- Parents
- Young Families
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