Jordan Nietzel (CFA, CFP®)

Planning Specialties

I started Trek Wealth Planning because I wanted to give people freedom from money anxiety. The nagging worries of “Am I saving enough?” or “How much can I afford to spend?” spill over into all aspects of our lives. But a good plan can bring a sense of freedom over your money and your life.

• Do you wonder how much you need to save in order to retire someday?
• Do you have insurance set up to protect your family in a worst-case scenario?
• Can you afford a pay cut in order to take your dream job?
• Are you putting your hard-earned savings to work for you?

We will develop a plan to help you answer these questions so you can focus on the things that are most important to you.  

Trek Wealth Planning was built around some key values.

• Serve our clients with quality financial planning and excellent service
• Be transparent in how we charge and how we operate
• Educate our clients on the why behind our recommendations
• Keep it simple – don’t overcomplicate
• Be active in and serve our community