Trever Braunberger is a Wealth Advisor at Perigon Wealth Management, bringing a structured and analytical approach to financial planning. With a background in systems engineering and project management, Trever specializes in crafting comprehensive financial strategies for high-net-worth individuals, business owners, and professionals.
Since joining Perigon in early 2025, Trever has focused on helping clients navigate complex financial landscapes, emphasizing tax-efficient investment strategies, retirement planning, and wealth preservation. His methodical approach ensures that each client's financial plan is tailored to their unique goals and circumstances.
Trever holds a Master of Science in Systems Engineering and Engineering Management from the Air Force Institute of Technology. He earned his Project Management Professional (PMP) certification in 2022 and obtained his Series 65 license in 2024. He is currently pursuing the Certified Wealth Strategist (CWS®) designation.
His commitment to continuous learning and professional development underscores his dedication to delivering informed, forward-thinking financial advice.
Outside of his professional endeavors, Trever enjoys racquetball, home renovation projects, and exploring new culinary experiences.