Financial planning made easier with your local Tucson fiduciary advisor
Our Tucson location is located near the beautiful La Paloma Country Club
Ruben Angulo is an Fiduciary Advisor at Trajan Wealth. He has spent nearly a decade helping clients with their financial and investment needs. Ruben is also a Life, Health, and Accident licensed insurance agent. Before joining Trajan Wealth, Ruben spent five years training and coaching other advisors around the country on best practices, financial planning, and effective solution design. This allowed Ruben to develop a unique set of skills, and experience based on the sheer number of different client situations he had exposure to.
Ruben has a bachelor’s degree in Business Administration from the University of Phoenix and holds a Series 65 Uniform Investment Advisor license. He is a true believer in the fiduciary standard and enjoys listening first. It is important to him to understand his client’s goals and concerns, so he can give honest guidance, education, and empower his clients to achieve financial peace of mind.
Ruben grew up in the border town of Nogales and has been living in Tucson for the last 14 years. He is fluent in both English and Spanish and enjoys spending time with family. He likes to play the guitar and has an affinity for anything related to science, engineering, and technology. He has been married to his beautiful wife Ana for 4 years. They have a son, Luis, who is 8 years old, and a little Yorkie puppy named Bart. Ruben enjoys helping his clients accomplish their goals and live the life they deserve.
Tim Lambros comes to Trajan Wealth with passion and experience in helping families achieve their retirement goals. His work with Tucson families and their financial concerns for spans over 35 years.
Tim’s convictions about financial planning were born when his father died. At the young age of 24, his mother asked him to clean out his Dad’s office. Tim eventually found out that his Dad’s poor planning necessitated his mother to financial start over in her mid-50’s. This personal event has had a lifelong impact. Tim quickly built a conviction and passion to dedicate his life to helping families plan financially and prepare for retirement. From 1983 to 2000 Tim built an Allstate insurance agency from scratch helping clients preserve their assets and save for retirement.
After successfully selling his firm, he started a local Church in northwest Tucson (where he still attends) and for 12 years helped families in Dave Ramsey principles of money management and giving. Since then he has been working as a fiduciary for people near or in retirement.
Tim has been married to his amazing wife Kathy for 38 years, has four adult children and 11 grandkids. He loves Arizona basketball, fly fishing and is a fantasy baseball geek.
