Trevor Botha

Firm: Trevor Botha works independently

  • trevorbotha75@gmail.com
  • +1(628)283-7078
  • Years Of Experience
  • 26
  • Years At Current Firm
  • 6
  • Certifications
  • Undisclosed
  • Disclosure Obtained From SEC
  • 0
  • Team Size
  • 12
  • Team Assets
  • 2.1 Billion

What should I know about Trevor Botha?

Trevor Botha, a seasoned finance professional originally from South Africa, now resides in the United States, offering a global perspective to his work. A devoted father to his 21-year-old son, he balances his personal and professional responsibilities with integrity and composure following his divorce. With a strong dedication to excellence, collaboration, and lifelong learning, Trevor draws on his extensive experience and international outlook to make meaningful contributions to the financial industry.

Trevor Botha Personal Background

Trevor Botha is a seasoned investment strategist renowned for his ability to simplify the complexities of the financial world. He provides bespoke guidance tailored to the unique needs of both emerging and experienced investors, ensuring that each client is equipped with the knowledge, tools, and confidence to navigate the markets effectively. With a strong commitment to empowering individuals, Trevor focuses on fostering long-term growth and financial independence through insightful mentorship and strategic planning. Based in San Francisco, California. Trevor is a poised and articulate professional whose distinctive South African accent reflects his global perspective. He operates independently, drawing from a wealth of experience built through prior roles at prestigious firms such as Charles Schwab and Morgan Stanley. This background, combined with his unwavering dedication to client success, enables him to consistently deliver exceptional value, making him one of the most trusted and respected financial advisors in the region.

What does Trevor Botha Specialize in?

Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and financial goals in addition of any unique situations you may have.

More about Trevor Botha

Data obtained from U.S. Securities and Exchange Commission updated as of 04/25/2025

Disclosure Events

  • This advisor has no disclosure filings

Data obtained from U.S. Securities and Exchange Commission. When financial advisors have events in their practice that could influence their ability to advise clients, they’re required to disclose those events to regulators. Such disclosure event filings can include certain criminal and civil matters, regulatory actions against them, customer complaints or instances of arbitration or termination of employment. The existence of such filings may not result in censure or penalty for an advisor and customer complaints against advisors may be frivolous. Also, such filings may not represent all regulatory or legal actions against a firm or advisor.

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