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  • Home
  • About
  • Resources
  • Services
    • Retirement Planning
    • Insurance Planning
    • 401(k) Plan Consulting
  • Clients
Contact Us

Client Access

As a Trek client, you will have access to several state-of-the-art 
systems to help you stay organized and connected with your entire financial plan.

The Client Learning Center is a great resource and guide to help with any questions you may have regarding setup or access to your accounts. We provide this resource as a great go-to option however, we are always available to help.

Visit the Client Learning Center

Client Login

Login to your personal financial portal.

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Login to Schwab

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Login to the Trek Client Portal

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Contact

Simonw@TrekFinancial.com
Tel: (707) 538-2126
Fax: (866) 436-7672

Office

4737 Stonehedge Drive
Santa Rosa, CA 95405

SEC Check | Disclaimer | Privacy Policy | Terms of Service | Business Continuity | ADV | Form CRS

Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.Trek Financial, LLC., and Innovative Retirement Advisors, Inc., are independently owned and operated. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Trek 18-79 Exp. 05/22

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