Trevor Strudley

Financial Advisor
Private Wealth Manager for Technology Executives

Trevor Strudley, has three decades’ experience in technology: high-tech, clean-tech and biotech. He spent two decades launching new technology products and companies, internationally and domestically, from small startups to large multi-national corporations. After the excitement of pre-IPOs, IPOs and private equity investing, he became a partner in his wife’s private wealth management firm, focused on making work optional for Silicon Valley technology executives and their families. Heather Stiles and Trevor Strudley have proudly affiliated with Raymond James Financial Services since 1992.

Trevor is a CERTIFIED FINANCIAL PLANNER™ professional, with extensive experience in financial planning, retirement planning, asset management, risk management, estate planning and philanthropic planning. Trevor holds a Master of Science degree in Information Technology and a Master of Business Administration degree in General Management, both from universities in the United Kingdom.

Trevor Strudley is one of the first professionals in the Santa Cruz and Monterey Bay area to hold the Certified Exit Planning Advisor (CEPA) designation. Trevor is also an inaugural member of the Raymond James Business Owner Planning working group. This allows him to offer a comprehensive perspective to business owners and help them plan every aspect of their personal finances.

Trevor is a non-attorney member of the Santa Cruz County Bar Association and a professional member of the California Society of CPAs. Trevor has graduated from the Raymond James School of Trust and the Advanced Estate Planning Institute which provides financial advisors with the latest information on trust, philanthropy and estate settlement issues.Trevor serves as the Vice President for Community Foundation Santa Cruz County, board member for the Cabrillo College Foundation and is a past Vice President of the Board of Directors for Pacific Collegiate School, where he continues to volunteer on the Finance Committee.Trevor is a sought-after speaker, presenting on topics such as Social Security income optimization, comprehensive wealth management and the integration of retirement planning with legacy planning and philanthropic giving.

Trevor wrote the book “TECH SUCCESS” to answer the question “How do Technology Executives and their Families Manage Meaningful Wealth?” Written in a light conversational tone, it makes sense of weighty subjects including investing, estate planning, charitable giving, and tax mitigation. You don’t have to be a tech exec to appreciate the guidance this book has to offer.

When not in the office, Trevor enjoys the challenge of endurance events, such as the 100-mile Western States trail run over the Sierras from Squaw Valley to Auburn, California. Just like wealth management, endurance running requires years of incremental growth, built on a solid foundation of experience, while keeping a watchful eye open for life-changing pitfalls.

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Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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