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Trent Porter Cfp, Cpa Email & Phone Number
Wealth Manager
at
Priority Financial Partners
1 work email found
@priorityfp.com
4 phones found area 720 and 949
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Manager
Location
Durango, Colorado, United States
Company size
Who is Trent Porter Cfp, Cpa? Overview
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Quick answer
Trent Porter Cfp, Cpa is listed as Wealth Manager at Priority Financial Partners, a company with 4 employees, based in Durango, Colorado, United States. AeroLeads shows a work email signal at priorityfp.com, phone signal with area code 720, 949, and a matched LinkedIn profile for Trent Porter Cfp, Cpa.
Trent Porter Cfp, Cpa previously worked as CCO, CFP & Director of Business Development at Veritat Advisors and CFP & CPA at J. F. Williams Co. Inc.. Trent Porter Cfp, Cpa holds Bachelor Of Business Administration, International Business, Management from Colorado State University.
Company email context
Email format at Priority Financial Partners
This section adds company-level context without repeating Trent Porter Cfp, Cpa's masked contact details.
{first}@priorityfp.com
89% confidence
AeroLeads found 1 current-domain work email signal for Trent Porter Cfp, Cpa. Compare company email patterns before reaching out.
Profile bio
About Trent Porter Cfp, Cpa
Certified Financial Planner, CPA and certified life coach.
Listed skills include Investments, Strategic Financial Planning, Tax, Wealth Management, and 5 others.
Current workplace
Trent Porter Cfp, Cpa's current company
Company context helps verify the profile and gives searchers a useful next step.
Priority Financial Partners
5 roles
Trent Porter Cfp, Cpa work experience
A career timeline built from the work history available for this profile.
Wealth Manager
CurrentAt Priority Financial Partners, we work with clients in Durango, Denver, Boulder and across the country to offer a paradigm shift from traditional advisors, driven by opaque commissions and outdated schemes, to a forward-thinking approach that puts their interests first. We help clients avoid being exploited by large financial institutions, which gamble.
Oct 2012 - Present
Cco, Cfp & Director Of Business Development
Veritat Advisors
As a CFP, director and CCO of nationally recognized Veritat Advisors, I worked closely with co-founder and Wharton professor Kent Smetters to successfully launch a fee-only financial planning platform that erased commission-based bias and put clients’ interests first. The Wall Street Journal wrote in praise of this effort, “The middle class might finally.
Oct 2010 - Sep 2012
Cfp & Cpa
J. F. Williams Co. Inc.
I worked directly with clients as an advisor for the prestigious J.F. Williams Co., located in Denver, CO.
Jun 2009 - Jan 2011
Founder, Cfp & Cpa
Priority Financial Planning, Llc
After seeing how numerous family and friends were being exploited by so-called “financial advisors,” I wanted to offer trustworthy financial services that truly focused on clients’ needs. With this goal in mind, I founded Priority Financial Planning, LLC in 2005.
Nov 2005 - Jun 2009
3 education records
Trent Porter Cfp, Cpa education
Bachelor Of Business Administration, International Business, Management
Masters, Accounting, Consulting Concentration
Cfp Certificate, Financial Planning
FAQ
Frequently asked questions about Trent Porter Cfp, Cpa
Quick answers generated from the profile data available on this page.
What company does Trent Porter Cfp, Cpa work for?
Trent Porter Cfp, Cpa works for Priority Financial Partners.
What is Trent Porter Cfp, Cpa's role at Priority Financial Partners?
Trent Porter Cfp, Cpa is listed as Wealth Manager at Priority Financial Partners.
What is Trent Porter Cfp, Cpa's email address?
AeroLeads has found 1 work email signal at @priorityfp.com for Trent Porter Cfp, Cpa at Priority Financial Partners.
What is Trent Porter Cfp, Cpa's phone number?
AeroLeads has found 4 phone signal(s) with area code 720, 949 for Trent Porter Cfp, Cpa at Priority Financial Partners.
Where is Trent Porter Cfp, Cpa based?
Trent Porter Cfp, Cpa is based in Durango, Colorado, United States while working with Priority Financial Partners.
What companies has Trent Porter Cfp, Cpa worked for?
Trent Porter Cfp, Cpa has worked for Priority Financial Partners, Veritat Advisors, J. F. Williams Co. Inc., and Priority Financial Planning, Llc.
Who are Trent Porter Cfp, Cpa's colleagues at Priority Financial Partners?
Trent Porter Cfp, Cpa's colleagues at Priority Financial Partners include Shelby Larsen.
How can I contact Trent Porter Cfp, Cpa?
You can use AeroLeads to view verified contact signals for Trent Porter Cfp, Cpa at Priority Financial Partners, including work email, phone, and LinkedIn data when available.
What schools did Trent Porter Cfp, Cpa attend?
Trent Porter Cfp, Cpa holds Bachelor Of Business Administration, International Business, Management from Colorado State University.
What skills is Trent Porter Cfp, Cpa known for?
Trent Porter Cfp, Cpa is listed with skills including Investments, Strategic Financial Planning, Tax, Wealth Management, Retirement Planning, Asset Managment, Portfolio Management, and Investment Advisory.
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