Troy Klunk, CFP® AAMS®

Troy Klunk, CFP® AAMS®, is a dedicated financial professional with vast experience in financial services and casino operations.

Troy believes in a personalized approach to financial planning, focusing on understanding clients' unique goals and needs.

With a background in casino management at Harrah's Ak-Chin Casino and Resort, Troy transitioned to the securities industry in 2014, working for Charles Schwab before joining Edward Jones in 2020.

He offers a wide range of services, including executive compensation, tax strategies, asset growth, small business needs, retirement, and education planning.

Troy is a graduate of the University of Phoenix with a degree in Business Administration and Management and has also studied at Indiana University of Pennsylvania.

His professional experience includes roles such as Wealth Advisor, Associate Private Client Advisor, and High Net Worth Representative at Charles Schwab.

Troy Klunk is passionate about serving the diverse community of Maricopa and beyond, aiming to help clients make informed financial decisions and achieve long-term success.