- Trakas Financial, LLC
Charles Trakas, President of Trakas Financial, LLC, a company providing Estate and Retirement Income Planning, is a Senior Wealth Advisor with Redwood Private Wealth, and Senior Managing Director of Redwood Tax Specialists, a firm dedicated to delivering advanced tax reduction planning strategies, for high-net-worth business owners and individuals. Charles and his experienced team at Redwood Private Wealth help clients find and implement strategies to maximize income, minimize taxes, prepare for rising healthcare costs, and maximize Social Security benefits. We provide our clients with a Retirement Roadmap that gives you the best probability of achieving your long term financial goals.
Over the last 26 years, Charles has successfully helped his clients navigate their goals by accumulating, protecting, and transferring their wealth with tax efficient solutions. A lifelong entrepreneur & financial coach, Charles is passionate about building strategic partnerships with CPA’s, law firms, and insurance marketing firms that work with affluent and ultra-affluent individuals and families. Through those partnerships, we serve as your expert planning team, working collaboratively and focusing specifically on helping clients eliminate unnecessary taxes while protecting, preserving, and enhancing their wealth.
Charles enjoys spending time with his wife and family, he is an avid waterfowl hunter, golfer, and boater.
LICENSES & ACCREDITATIONS
- Senior Wealth Advisor
- Series 65
- Life, Accident & Health Licensed
- Annuity & Long Term Care Licensed
AREAS OF EXPERTISE
- Retirement Income Planning
- Estate Planning
- Asset Maximization
- Wealth Protection
- Annuity Specialist