Troy J. Wold, CLU®, ChFC® | Founder & President of Wold Financial

Troy J. Wold, CLU®, ChFC® | Founder & President of Wold Financial

Financial Advisor and Registered Representative of LPL Financial

“The art of being wise is the art of knowing what to overlook."
- William James

When Troy founded the firm over 35 years ago, he responded to what he noticed was an industry trend that favored products over principles. Though these misguided values still exist, Wold Financial, LLC remains more committed to clients than ever. Troy built the company on a bedrock of solid principles, which he strives to instill in each of his client relationships. As a long-term value investor, Troy believes that time, not timing, can be the best teacher. Though it inevitably includes the ups and downs of markets, time teaches that patience, prudence and perseverance are of the utmost importance. By the same token, time also reveals the danger of panicking and making rushed decisions.The goal for Troy is to teach his clients the same lessons that he has learned across his decades in the financial services industry.

A Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®), Troy earned his accreditations through The American College of Financial Services. He holds his lifetime member status with the Million Dollar Round Table and has received the Five Star Professional Wealth Manager Award* for ten consecutive years, from 2013 to the present. Outside of the office, Troy enjoys volunteering and spending time with his family.

Registered Representative of LPL Financial 

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on the final list of 2013/2014/2015/2016/2017/2018/2019/2020/2021/2022 Five Star Wealth Managers.