FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
"The future belongs to those who believe in the beauty of their dreams"
Allyson J. Trantum, CFP® has been serving the financial needs of Temecula Valley businesses, executives, and professionals for over 20 years. Formerly with Edward Jones, she started her own firm, AJT Wealth Consultants, in order to provide a wider range of acclaimed financial services to her valued business and personal wealth clients.
Allyson prides herself on putting the client first and ensures that their needs and interests are the primary driver in their relationship. She works individually with each of her clients to create a strong, personalized financial plan with the goal of achieving a rising income during their retirement years, maximizing social security benefits, planning for long term care and wealth transfer through life insurance. In business for over 15 years as a Certified Public Accountant (CPA) before transitioning over to financial planning, she has an intimate understanding of the needs and challenges of being a business owner. Allyson specializes in assisting business owners, executives, and other professionals, within 10 years of retirement. She will work closely with your CPA, attorney, and other financial professionals to customize and implement a retirement plan that helps you keep more of your hard earned money. Allyson has been a CERTIFIED FINANCIAL PLANNER™ Professional since 2006, and she holds Series 7, 6, 63, and 65 securities registrations through J.W. Cole Financial Inc, as well as life and long-term care insurance licenses.
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Ryan Trantum is a Financial Advisor with AJT Wealth Consultants. He specializes in independent tax-sensitive financial & retirement planning.
Ryan is a natural born teacher and firmly believes knowledge to be humanities’ greatest resource. Ryan’s goals for his practice are to supply his clients the resources that they will need to accomplish anything they set their minds to, to be a trusted source of knowledge and integrity, while providing a service to the world that leaves it better off than when he arrived.
Ryan is a certified divemaster, loves hiking, camping, and is a self-certified massive nerd for anything video games, TV, books, and much more.
Ryan has his Bachelors of Arts from Whittier College, holds Series 7 and 66 securities registrations through J.W. Cole Financial Inc, has his life insurance license, and is a Certified Financial Fiduciary®.
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Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.