OAKHURST — Located at the intersection of Hwy 41 and Hwy 49 in Oakhurst, CA., is the new Financial Planning Business Yosemite Wealth. Travis Trettin, the owner of Yosemite Wealth, and his wife Jessica are lifelong residents of Oakhurst. Travis was a standout athlete at Yosemite High. Jessica is the owner of The Wandering Bride.
Travis sat with me recently to discuss his passion for helping others achieve their financial goals.
What is the most important thing that you would like folks to know about Travis?
Our goal is to help people reach their financial and/or retirement goals through continual open communication and helping folks understand the many financial vehicles available. I don’t want to be known as just the investment advisor that puts your money in the stock market. Retirement looks different to everybody, and I need to understand each of those looks for my clients. Part of the investment process is constantly checking in and understanding the client’s changing needs. I like to think that I offer my clients financial empowerment. This is a team game, and we are in this together.
How long have you been a financial advisor?
I started with Principal Financial in 2017, then with Ameriprise before leaving last year to start Yosemite Wealth.
What motivated you to leave the large brokerage firms and go out on your own?
The client relationship is much stronger as an independent Broker. The large brokerage houses have very specific business models with much less flexibility, and the technology is not as fresh. The tools I have available to me as an independent Broker are much better suited to people’s financial well-being. That said, my time with the large brokerage houses brought me immense knowledge and experience that I would not trade. Being an Independent Broker also means I am actually held to higher standards as far as compliance. The visibility and ease of use are much easier for my clients also. It is less expensive for me to be independent so that I can pass the savings on to my clients. As an independent, I am able to offer the full transparency that my clients are requesting. I have had many clients say to me that I have no idea where my money is and that my broker rarely communicates with me.
Why did you become a Financial Advisor?
My financial advisor recruited me very heavily, and he remains one of my mentors to this day. He saw something in me that, at the time, I did not see.
Where do your compassion and devotion come from?
My passion and motivation come from my desire to help people. Wealth is being able to do what you want to do for as long as you want to do it. The tool is the money. Understanding time horizons and where to invest the money comes naturally to me, and I understand how to put that into action for my clients.
How long have you been in the Oakhurst Area?
My family moved here in 1989 after my parents purchased the Oakhurst McDonald’s Store. After graduating from High School, I moved away for college and returned in 2008. I have deep roots and much love for this community. I always knew I would come back. Jess, my wife, is also a lifelong community resident.
Are you associated with any local civic groups?
I am the current president of the Rotary Club of Oakhurst Sierra. I love the boots-on-the-ground concept of community involvement. This year’s biggest project was rebuilding about 110 feet of the river park trail near OCI. We built a bench that supports the river bank as well. Another of our big projects this year was our involvement in purchasing the Oakhurst Community Park from Sierra Tel, along with Visit Yosemite/Madera County and the Sunrise Rotary.
If not a Financial Advisor, what would you be?
I would be involved with something athletically like sports medicine. My passion is truly about helping people. I played football and baseball for Yosemite High School from 1998 to 2001, when I graduated. I also played college baseball at Fresno City College. I was able to coach the Yosemite High School football team during the Covid years and found it so rewarding. I look forward to doing it again.
Travis is quite humble when it comes to speaking about himself. We discovered that he was pulled up to the Varsity Baseball Team his freshman year for the playoffs, where Yosemite High was crowned the Valley Champions in 1998. Playing varsity all four years of high school is an amazing accomplishment. I also learned that the Oakhurst Area Chamber Of Commerce recently selected Travis as their Man of the Year for 2022.
Be sure to contact Travis if you would like more information about all things finance.
Travis left me with this bit of financial wisdom. Money and finance are very emotional, and if he is able to prevent his clients from making a big mistake, it is worth more than any amount of money you will pay me.
Yosemite Wealth is having a Ribbon Cutting and Community gathering for their new office located at 40047 Hwy. 41, Suite B, Oakhurst. Thursday, April 27th at 5:30 pm. Stop in and say hi and meet Travis.