About
Who We Are
Proven Success
The New Standard in Financial Planning & Wealth Management
Travis Trettin, President
Who is Yosemite Wealth?
Yosemite Wealth is lead by Owner and President Travis Trettin. Travis 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.
He 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.
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.