Trahan Financial Group
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Experience

Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Michael Trahan

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Michael Trahan

Education

  • Lamar University, BBA, Finance

Credentials

  • Wealth Advisor

Michael Trahan

4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Email Me

Michael Trahan

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Education

  • Lamar University, BBA, Finance

Credentials

  • Wealth Advisor
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Email Me

Caleb Kocian

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • 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

Caleb Kocian

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Caleb Kocian

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Wealth Management Advisor℠

Caleb Kocian

4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Email Me

Caleb Kocian

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • 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

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Wealth Management Advisor℠
4400 Post Oak Parkway
17th Floor
Houston, TX 77027

Email Me

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