Meet TSG Managing Director, Tom Trauger, CFP®

Meet TSG Managing Director, Tom Trauger, CFP®

Welcome to TSG Wealth Management’s “Meet TSG” series, where we introduce you to the remarkable minds shaping our financial services. In this episode, we are excited to get to know Thomas (Tom) C. Trauger, Jr., CFP®, a passionate Managing Director at our Irvine office.

Tom’s journey into the financial world began with a high school Economics project that ignited his interest in investing. Fast forward to today, Tom is armed with a bachelor’s degree in Economics from the University of California, Santa Barbara, and the prestigious CERTIFIED FINANCIAL PLANNER™ designation.

Prior to joining TSG, Tom co-founded Apex Investment Planning Services, serving high net worth clients nationwide. His diverse experience, including roles at Sage Point Financial and UBS Financial Services, fortified his expertise in financial planning.

At TSG Wealth Management, Tom is dedicated to helping create a nurturing culture that fosters collaboration and open-mindedness. He strives to make the Irvine office and TSG as a whole an environment where clients feel valued, appreciated, and part of a close-knit community.

Tom’s passion stems from guiding clients through the complexities of investment planning, from their working years to navigating life’s transitions. He believes in the power of education, empowering clients to make informed decisions and shape their financial future.

Beyond the office, Tom finds solace in the company of his loving wife, Melissa, and their cherished Bernedoodle, Leo. They enjoy strolling along the boardwalk, relishing casual dinners, and escaping the hustle and bustle.

Tom’s drive to help others is deeply rooted in the impact of his grandfather and father, who left a lasting legacy. His guiding principle—”there’s never a perfect time for anything, so don’t wait”—inspires clients to seize opportunities and embrace financial opportunity.

Tune in as we explore Tom Trauger’s career, passions, and the principles that fuel his commitment to providing exceptional financial advice and portfolio management.
Keep an eye out for more inspiring episodes of “Meet TSG,” where we introduce you to the extraordinary minds behind TSG Wealth Management.