5 /5 Amanda Wolff: Tristan is an amazing financial advisor. I had no idea what to do in order to plan for retirement and I thought I had waited too long to be able to start planning. After meeting with him, I feel so comfortable and reassured that he has advised me in a way that I can trust and has set me up to be financially free. He is genuine, authentic, never tries to "sell" you on something that is not a trusted investment or path. He has been in his clients shoes and always advises what is best for them. He walks you through the process and explains everything, telling you pros and cons of each investment. I had so many concerns and questions and he answered them all. I am happy I found him and regardless of where life or jobs take me, I will continue with him for the next 20-30 years into retirement. I trust him, he listens without judgement and helps me create goals at a price point I can afford. He is honest and genuinely one of the coolest people I know. If you are hesitant to meet with a financial advisor, try scheduling with Tristan. I know he will be able to help you and anyone with their financial goals.


