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Todd H

CFP®, Series 63, Series 65

Sacramento, CA

True Wave Financial Planners

Todd Hadley is a CFP® with 25 years of experience in the financial services industry. He is affiliated with True Wave Financial Planners and has previously worked at Lucas Group Financial Planners, Inc. and Securities Service Network, Inc. Hadley also operates Hadley Tax Consulting, providing tax advising and preparation services. True Wave Financial Planners serves individual clients, including high-net-worth households, as well as retirement plans and small businesses. The firm uses goal-oriented, model-based portfolio management with discretionary asset allocation and ongoing supervision, combining third-party money manager selection and written financial planning.

Wealth management
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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.

Wealth management
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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.

Wealth management
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