Locations in Arizona, Oklahoma, Texas, and Utah

Tucson, Arizona

Financial planning made easier with your local Tucson fiduciary advisor

Ruben Angulo
Ruben Angulo
Chris Johnson Fiduciary Advisor
Christopher Johnson
Tim Lambros
Tim Lambros

Our Tucson location is located near the beautiful La Paloma Country Club

  • The La Paloma Corporate Office is located west of the La Paloma Resort and just east of the Campo Abierto intersection.
  • We are located in the middle building in Suite #133. 
Ruben Angulo

Ruben Angulo

FIDUCIARY ADVISOR

Tucson, Arizona

Ruben is an Investment Advisor Representative 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 him to develop a unique set of skills, and experience. Ruben continues coaching and helping advisors at Trajan Wealth.

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 16 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.

Ruben has been married to his beautiful wife Ana for 5 years. They have two sons, Luis who is 10 years old, and one-year-old Daniel. Daniel and Bart, their little Yorkie who thinks of himself as a lion, like to go on adventures every day. Ruben enjoys helping his clients accomplish their goals and live the life they deserve.

Chris Johnson Fiduciary Advisor

Christopher Johnson

FIDUCIARY ADVISOR

Tucson, Arizona

Chris began his career in the financial industry over twenty years ago as a bank teller. By doing this, he was able to put himself through college in the Midwest. Here he got both his bachelor’s degree in finance and his master’s in business administration.

Since then, Chris has served in various roles in the banking industry, taking on positions from Portfolio Manager to Senior Trust Officer.  It is this education and experience that Chris brings to Trajan Wealth.

As a registered investment advisor, Chris gets to do what he loves best: educating people on how to achieve their financial goals best. Chris truly has the heart of a teacher, and through education and understanding, guides his clients to achieve financial peace of mind.

Chris has been married to his wife, Raina, for over 23 years. The two have three children at home and one adult son proudly serving as a Combat Medic in the United States Army. Chris has a passion for reading and continuously learning new things. He loves sharing what he knows and helping people where ever he can.

 
Tim Lambros

Tim Lambros, CFEd®, CFF

FIDUCIARY ADVISOR

Tucson, Arizona

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.