Lasting relationships. For all that matters

Trahan Financial Group

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Road

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Michael Trahan

    Michael Trahan

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
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    • NC
    • ND
    • NE
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    • NJ
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    • NY
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    • PR
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    • TN
    • TX
    • UT
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    • VT
    • WA
    • WI
    • WV
    • WY

    Lamar University, BBA, finance. Michael joined UBS in 1999 as a Financial Advisor. Prior to joining UBS, Michael was a Financial Advisor with Merrill Lynch from 1990 to 1999. More than 24 years in financial services. FINRA Series 7, 31 and 63. Life, accident, health insurance and variable annuities. Michael lives in Houston with his wife Amy and their two boys. Michael is a little league coach and since 2005 has volunteered on the Wine Committee of the Houston Livestock Show & Rodeo which supports education in Texas.

      • Lamar University, BBA, Finance
      • Wealth Advisor
      4400 Post Oak Parkway
      17th Floor
      Houston, TX 77027
      michael.trahan@ubs.com
      Michael Trahan
      4400 Post Oak Parkway,Houston,TX,77027
    • Caleb Kocian

      Caleb Kocian

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • ND
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      • WV
      • WY
      • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

        • CERTIFIED FINANCIAL PLANNER®
        • Accredited Wealth Management Advisor℠
        4400 Post Oak Parkway
        17th Floor
        Houston, TX 77027
        caleb.kocian@ubs.com
        Caleb Kocian
        4400 Post Oak Parkway,Houston,TX,77027
      Three generations in apple orchard

      Turn possibilities into a plan

      House View Monthly

      Mountain climbers on peak at sunrise

      A leading global wealth manager

      White House

      ElectionWatch 2024

      24 questions for the '24 US election

      Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

      The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

      Download the report

      A leader in wealth management

      Backed by the strength of our parent company, UBS AG

      $5.9+ trn

      UBS Group invested assets
      As of 06/30/2024

      51 countries

      Our global footprint

      Global leader

      UBS is a leading and truly global wealth manager

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