Founded by Sarah Catherine Gutierrez (though research indicates the current principal is Chris Field), Trailhead Financial, LLC is a Registered Investment Adviser (RIA) that provides comprehensive, fee-only financial planning and investment management services. The firm operates as a fiduciary, meaning it is legally obligated to act in its clients' best interests. They specialize in helping individuals and families, particularly those in their 30s, 40s, and 50s, to align their finances with their life goals, covering areas such as retirement planning, investment strategy, and cash flow management.

Founded in

United States