Peter Trinh, Cfp®
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Peter Trinh, Cfp® Email & Phone Number

Associate Wealth Architect at Wealth Architects, LLC at Wealth Architects, LLC
Location: San Jose, California, United States 8 work roles 2 schools
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Current company
Wealth Architects, LLC
Role
Associate Wealth Architect at Wealth Architects, LLC
Location
San Jose, California, United States
Company size
22 employees

Who is Peter Trinh, Cfp®? Overview

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Quick answer

Peter Trinh, Cfp® is listed as Associate Wealth Architect at Wealth Architects, LLC at Wealth Architects, LLC, a company with 22 employees, based in San Jose, California, United States. AeroLeads shows a matched LinkedIn profile for Peter Trinh, Cfp®.

Peter Trinh, Cfp® previously worked as Associate Wealth Architect at Wealth Architects, Llc and Portfolio Associate at Sand Hill Global Advisors. Peter Trinh, Cfp® holds Bachelor Of Science (Bs), Business Administration, Concentration In Finance from San Jose State University.

Company email context

Email format at Wealth Architects, LLC

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Wealth Architects, LLC

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Profile bio

About Peter Trinh, Cfp®

Peter Trinh, Cfp® is a Associate Wealth Architect at Wealth Architects, LLC at Wealth Architects, LLC. They is proficient in Vietnamese.

Current workplace

Peter Trinh, Cfp®'s current company

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Wealth Architects, LLC
Wealth Architects, Llc
Associate Wealth Architect at Wealth Architects, LLC
mountain view, california, united states
Website
wealtharchitects.com
Employees
22
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8 roles

Peter Trinh, Cfp® work experience

A career timeline built from the work history available for this profile.

Associate Wealth Architect

Current
Wealth Architects, Llc

Mountain View, California, United States

Jan 2024 - Present

Associate Financial Representative

Northwestern Mutual

San Jose, CA

Wealth Management team member focusing on client retention, Personal Planning Analysis, risk management, financial planning, and new adviser development.

Jun 2015 - Oct 2018

Financial Representative Intern

Northwestern Mutual

Building my own financial planning practice as an intern representative focusing on client acquisition and personal financial planning for individuals, families and businesses.

Feb 2014 - Jun 2015

Orientation Team Leader

San Jose State University

Hire, train, and mentor new Orientation Leaders. Led small groups of incoming freshmen and helped them get oriented with the campus while setting expectations and instilling university standards and values.

Sep 2012 - Aug 2013

Resident Advisor

San Jose State University

Assesed, initiated, planned and implemented programs for students in my living group that aid in the development of a positive living/learning environment. Served as a mentor and a role model to students and took on two community mentors. Provided outstanding customer service to students and parents. Focused on conflict resolution between students.

Aug 2011 - Jun 2012
Team & coworkers

Colleagues at Wealth Architects, LLC

Other employees you can reach at wealtharchitects.com. View company contacts for 22 employees →

CH Clegg Hubbell Clegg Hubbell Colleague at Wealth Architects, LlcEncinitas, California, United States, United States View → JA Jane Ann Gardner Jane Ann Gardner Colleague at Wealth Architects, LlcGreater Reno Area, United States View → TS Tyler Scott, Cfa, Cfp® Tyler Scott, Cfa, Cfp® Colleague at Wealth Architects, LlcSan Francisco Bay Area, United States View → MN Marianne Nishifue Marianne Nishifue Colleague at Wealth Architects, LlcBerkeley, California, United States, United States View → CT Charles Tran, Cfp® Charles Tran, Cfp® Colleague at Wealth Architects, LlcSan Francisco Bay Area, United States View → RS Rebecca Stroth-Pickens Rebecca Stroth-Pickens Colleague at Wealth Architects, LlcSaratoga, California, United States, United States View → JM Justin Mazzon, Cfa Justin Mazzon, Cfa Colleague at Wealth Architects, LlcSan Francisco Bay Area, United States View → JL Jacqueline Lares, Cfp® Jacqueline Lares, Cfp® Colleague at Wealth Architects, LlcSan Francisco Bay Area, United States View → DS Destiny Serna Destiny Serna Colleague at Wealth Architects, LlcMountain View, California, United States, United States View → VT Vivian Tang, Cfa, Cipm Vivian Tang, Cfa, Cipm Colleague at Wealth Architects, LlcMountain View, California, United States, United States View →
2 education records

Peter Trinh, Cfp® education

Bachelor Of Science (Bs), Business Administration, Concentration In Finance

San Jose State University

Activities and Societies: Sigma Alpha Epsilon

Education record

Independence High School

Activities and Societies: Interact, Key Club, Invisible Children, Water Polo, and SwimmingIn addition to a variety of Advanced Placement.

FAQ

Frequently asked questions about Peter Trinh, Cfp®

Quick answers generated from the profile data available on this page.

What company does Peter Trinh, Cfp® work for?

Peter Trinh, Cfp® works for Wealth Architects, LLC.

What is Peter Trinh, Cfp®'s role at Wealth Architects, LLC?

Peter Trinh, Cfp® is listed as Associate Wealth Architect at Wealth Architects, LLC at Wealth Architects, LLC.

Where is Peter Trinh, Cfp® based?

Peter Trinh, Cfp® is based in San Jose, California, United States while working with Wealth Architects, LLC.

What companies has Peter Trinh, Cfp® worked for?

Peter Trinh, Cfp® has worked for Wealth Architects, Llc, Sand Hill Global Advisors, Northwestern Mutual, and San Jose State University.

Who are Peter Trinh, Cfp®'s colleagues at Wealth Architects, LLC?

Peter Trinh, Cfp®'s colleagues at Wealth Architects, LLC include Clegg Hubbell, Jane Ann Gardner, Tyler Scott, Cfa, Cfp®, Marianne Nishifue, and Charles Tran, Cfp®.

How can I contact Peter Trinh, Cfp®?

You can use AeroLeads to view verified contact signals for Peter Trinh, Cfp® at Wealth Architects, LLC, including work email, phone, and LinkedIn data when available.

What schools did Peter Trinh, Cfp® attend?

Peter Trinh, Cfp® holds Bachelor Of Science (Bs), Business Administration, Concentration In Finance from San Jose State University.

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