(SCOTTSDALE, Ariz. – July 10, 2020) – Wilde Wealth Management Group, an award-winning independent financial services firm that provides comprehensive retirement, investment, insurance, legal and tax planning services, is pleased its co-founder and managing director Trevor Wilde has been named to the board of directors for Junior Achievement of Arizona (JA).
“For more than 60 years, Junior Achievement of Arizona has been empowering the futures of millions of Arizona students by giving them the knowledge and skills they need to manage their money, plan for their future, and make smart academic, career and economic choices,” says Wilde. “Its programs are based on three main pillars – financial literacy, work readiness, and entrepreneurship. As an entrepreneur myself working in finance, the connection is a personal one to me.”
JA serves more than 80,000 students each year and over two million since its founding. The goal of each of its programs is to help students connect what they learn in the classroom to the real world, and demonstrate how learning correlates to earning – knowledge critical to empowering today’s students to be successful, contributing members of society in the future.
Wilde, who Barron’s recently named to its annual list of top 1,200 advisors nationwide and No. 1 overall in Arizona, formally joins the board after volunteering for the organization for several years.
As co-founder and managing director of Wilde Wealth, Wilde – an Investment Advisor Representative who holds the Accredited Investment Fiduciary (AIF®) designation, which is the mark of commitment to a standard of investment fiduciary excellence – leads one of the most dynamic and diverse wealth management firms in the nation. He was also recognized in 2018 as among the Most Admired Leaders in Arizona by the Phoenix Business Journal, and has been among the Top 15 Advisors out of more than 1,200 Cetera Advisors annually since 2012.
Wilde began his work in the industry in earnest in 2000, initially at a large firm primarily focused on retirement planning and investments. Eager to offer a deeper breadth of expertise and strategic planning to his clients, Wilde partnered with his father Bill in 2003 to found an independent practice, Wilde Wealth Management Group. Their mission was two-fold: to offer boutique, customized investment planning advice, and to offer clients expanded in-house service offerings from fellow independent specialists in the fields of legal, taxes, risk management, family services, real estate and insurance.
Over the past two decades, Wilde, who earned his Master’s degree in Business Administration from the University of Phoenix, has helped grow the firm across Arizona and throughout the Southwest. Wilde is actively recruiting new advisors for all his offices across Arizona, which are located in Scottsdale, Tempe, Glendale, Tucson and Payson. There is also a satellite office in Terra Haute, IN.
For more, visit www.wildewealth.com.