Ranked #102026 Editorial Review
Truckee Financial
Truckee, CA · Independent · Fee-based
Visit truckeefinancial.com →A founder-led Truckee practice focused squarely on the retirement chapter — helping Tahoe-area households translate a lifetime of savings into a clear, custom-curated income plan.
About the firm
Truckee Financial is a fiercely independent practice founded and led by Matias Leiva. The firm's focus is on retirement-stage planning — converting decades of savings into a custom-curated financial plan designed to provide peace of mind and the freedom to live well in retirement.
Why we ranked them here
Genuinely independent ownership, a clear retirement-stage focus, and a Truckee location that fits cross-border CA/NV Tahoe households.
Services
- ◆ Retirement income planning
- ◆ Custom financial plans
- ◆ Investment management
- ◆ Wealth preservation
Minimum
Flexible
Fee model
Fee-based
Credentials
Independent
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