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Yosemite Wealth
Yosemite Wealth is a fee-only wealth management firm and Registered Investment Advisor providing high-level planning and investment management for...
Overview
Yosemite Wealth is a fee-only wealth management firm and Registered Investment Advisor providing high-level planning and investment management for individuals, families and businesses. As a fiduciary, it focuses on acting in clients' best interest with a personal approach to investing. The firm is independent and has no affiliation with large brokers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Oakhurst
Corporate office
San Francisco, CA, United States
Principals
Travis Trettin
Owner and President
Travis Trettin
President
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