Phillip Asuelo

Phillip Asuelo is a Client Portfolio Manager at Trajan Wealth LLC in Scottsdale, Arizona, where he provides tailored investment strategies and fiduciary advice to high-net-worth individuals and families. In this role, he oversees client portfolios, ensuring alignment with each client's financial goals and risk tolerance, while managing ongoing asset allocation and portfolio rebalancing decisions. As a member of Trajan Wealth's Portfolio Management Group, he focuses on delivering objective, client-centric solutions in the wealth management space.

Phillip specializes in comprehensive portfolio management, including equities, fixed income, and alternative investments, with a focus on retirement planning and financial services for affluent clients. He leverages his experience and knowledge of key asset classes, tailoring portfolios to include U.S. and international stocks, bonds, and other strategic holdings designed to maximize long-term growth and preserve wealth.

He holds a Bachelor of Arts in Financial Planning and Services from Arizona State University, which underpins his expertise in financial planning and investment management. Recognized as a CERTIFIED FINANCIAL PLANNER™ (CFP®), Phillip upholds rigorous fiduciary standards and has contributed to developing robust investment solutions at Trajan Wealth LLC, distinguishing himself within the Scottsdale financial advisory sector.