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Todd H
CFP®, Series 63, Series 65
Sacramento, CA
True Wave Financial Planners
Todd Hadley is a CFP® with 26 years of industry experience affiliated with True Wave Financial Planners. He has worked at Lucas Group Financial Planners, Inc. since 2004 and has operated Hadley Tax Consulting, providing tax advising and preparation services, since 1987. He also owns Hadley Insurance Services, where he serves as an insurance agent. True Wave Financial Planners serves individual clients, including high-net-worth households, as well as retirement plans and small businesses. The firm uses model-based portfolio management and third-party money managers to deliver goal-oriented financial advice with ongoing supervision and annual suitability reviews.
Paola Q
Series 65
Sacramento, CA
True Wave Financial Planners
Paola Quintero Salazar is a financial advisor at True Wave Financial Planners with a Series 65 credential and three years of industry experience. She previously worked at Lucas Group Financial Planners, Inc. and provided financial wellness services at Sacramento State. True Wave Financial Planners serves individual clients, including high-net-worth households, as well as retirement plans and small businesses, offering model-based portfolio management and financial planning with a focus on goal-oriented, discretionary investment strategies.
Samuel V
Series 65
Sacramento, CA
True Wave Financial Planners
Samuel Vance is a financial advisor at True Wave Financial Planners in Sacramento, CA, holding a Series 65 credential. He has one year of industry experience and previously worked at Birthday Butler and NuYo Frozen Yogurt. True Wave Financial Planners primarily serves individual clients, including high-net-worth households, as well as retirement plans and small businesses. The firm uses goal-oriented model portfolios with discretionary management and offers written financial planning engagements, focusing on asset allocation, mutual fund and ETF analysis, and ongoing supervision.
Matthew P
CFP®, Series 63, Series 66
Sacramento, CA
True Wave Financial Planners
Matthew Page is a Certified Financial Planner (CFP®) with 23 years of industry experience. He currently works at True Wave Financial Planners and has previously been with Lucas Group Financial Planners, Inc. and Securities Service Network, Inc. He serves as a board member of the Sacramento Estate Planning Council and is president of the Financial Planning Association Northern California Chapter. True Wave Financial Planners primarily serves individual clients, including high-net-worth households, as well as retirement plans and small businesses. The firm uses goal-oriented model portfolios managed on a discretionary basis, combining asset allocation and mutual fund/ETF analysis, with ongoing supervision and customized investment restrictions.
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