Trinity Financial Planning, Llc
Trinity was founded to help individuals and business owners of all income levels improve the quality of their lives through financial security. We are a comprehensive financial planning and investment advisory firm that provides unbiased tax advice, financial tune-ups and holistic financial planning without the conflicts of interest inherent in selling investments or insurance. Our services are designed to serve those who believe strongly in minimizing their taxes and those who want to be long-term investors rather than stock traders.
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Verified contacts
3
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
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no listings
Distinct roles
3
indexed titles
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- AS
Alison Scherer
Director of Operations · Operations
EmailPhone - ML
Marcos Lopez
Associate Financial Planner · Finance & Accounting
EmailPhone - NM
Nicholas Moore
Financial Planner · Finance & Accounting
EmailPhone
Showing 3 of 3 verified contacts
Top roles at Trinity Financial Planning, Llc
3 distinct titles indexed · top 3 shown.
- 1associate financial planner
- 1director of operations
- 1financial planner
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