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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Trevor Rasmussen

In a world filled with social media influencers, financial “gurus”, and society as a whole constantly telling you that you need more, that you’re behind, or that financial success comes from participating in the newest trendy investment or making a CEO-level salary, it can be difficult to know where you stand with your finances. This often leads to discontentment or even anxiety about what you should be focusing on, and ultimately, how to get to where you want to be.

My personal mission is to help you determine where you want to be and how to get there, while instilling the confidence and wisdom that gives you power over your personal financial situation. While planning for the future can be complicated and daunting, I help break down every piece of your financial life to create a simple, easy-to-understand plan based on tried-and-true financial principles. This allows you to take control of your situation and eliminate all the noise and chaos of the financial world around you.

As a longtime Ramsey Solutions Master Financial Coach – turned advisor, I know what it takes to develop a plan that works for you. Driven by my belief that anyone can be financially successful, my goal is to help educate with the heart of a teacher and help you achieve a beautiful financial future for you and your family. When I’m not working with clients, you can find me spending time with my beautiful wife Chelsea, coaching the next generation of American wrestlers, or rooting for all of my favorite sports teams (who all seem to break my heart year after year).

Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

Get a Plan

I’ll present you with a customized plan based on your goals

More About Trevor:

  • Redeemed by His Grace
  • Member at Fellowship Greenville
  • Securities Licenses (Series 7 & 66)
  • Ramsey Solutions Master Financial Coach
  • FPU Coordinator
  • Stanford University & Stanford Wrestling ’19
  • Talk to me anytime about the NCAA, NFL, MLB, and/ or EPL

Locations Served

Contact

  • trevor.rasmussen@smartprousa.com
  • 864.383.1634