Noah’s Approach
Noah J. Tostrud
CFP®
Financial Advisor
Overview
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.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
University Wealth Management
Investment management and advisory services tailored to the unique needs of professors and other university professionals.
Education
- University of Wisconsin-Madison
Bachelor of Science in Economics
Certificate in Business
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
When a Self-Directed Brokerage Window May Fit Your Retirement Strategy
Some university retirement plans include self-directed brokerage windows. Learn how they work, benefits, and when added flexibility may…
Smart Tax Moves Professors Can Make Before Filing
Smart tax strategies professors can use before filing to optimize deductions and help reduce last year’s tax bill.
All Insights by Noah J. Tostrud
2 insights
When a Self-Directed Brokerage Window May Fit Your Retirement Strategy
Some university retirement plans include self-directed brokerage windows. Learn how they work, benefits, and when added flexibility may…
Smart Tax Moves Professors Can Make Before Filing
Smart tax strategies professors can use before filing to optimize deductions and help reduce last year’s tax bill.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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.