8401 Greenway Boulevard Suite 212 Middleton , WI 53562

Noah Tostrud is a financial advisor in our Middleton, Wisconsin, office, serving on the University Wealth Management team. As a CERTIFIED FINANCIAL PLANNER® professional, Noah helps clients navigate many areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax strategies, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Noah began his career in financial services in 2018 after earning a bachelor’s degree in economics and a certificate in business from the University of Wisconsin–Madison.

He lives in Madison with his wife, Rachel, their son, JJ, and their golden retriever, Indy. A passionate sports fan, Noah cheers for the Badgers, Packers, and Cubs. He enjoys attending Badger games with Rachel and JJ and spending time on the golf course.

Articles &
Media

Smart Tax Moves Professors Can Make Before Filing

Education &
Designations

University of Wisconsin-Madison
Bachelor of Science in Economics
Certificate in Business
CERTIFIED FINANCIAL PLANNER® professional

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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