Theresa Trinidad

Theresa Trinidad Email and Phone Number

Financial Advisor @ Planning for Good, LLC
Seattle, WA, US
Theresa Trinidad's Location
Bellevue, Washington, United States, United States
Theresa Trinidad's Contact Details
About Theresa Trinidad

I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives. I believe in values based and responsible investing, which incorporates environmental, social and governance (ESG) into investment decisions.* While I help any investor pursue their unique financial goals, my primary focus is on working with women pro-athletes, diverse investors, and members of the Lesbian, Gay, Bisexual, Transgender (LGBT) community and their families. Whether you're planning your next career adventure, retirement, buying investment properties, funding a child's education, or building your legacy,  I will work with you to develop a customized financial strategy designed to help you pursue what's most important to you.

Theresa Trinidad's Current Company Details
Planning for Good, LLC

Planning For Good, Llc

View
Financial Advisor
Seattle, WA, US
Employees:
5
Company phone:
+1-800-637-7455
Theresa Trinidad Work Experience Details
  • Planning For Good, Llc
    Financial Advisor
    Planning For Good, Llc
    Seattle, Wa, Us
  • Merrill Lynch Wealth Management
    Senior Financial Advisor
    Merrill Lynch Wealth Management Nov 2017 - Present
    New York, Ny, Us
    You can't feel good about your finances unless you know exactly where you are, where you want to go, and how much you may need to get there. I will work with you to develop a customized financial strategy, drawing on the best thinking of our firm, to help you with your financial future. I will manage all aspects of our relationship, making it clear what you're paying for and what you're getting. As your life and the markets change, we will meet periodically to help make sure you're on track in pursuing your goals and to adjust your strategy as needed for the journey ahead. *Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
  • Smash Pickleball
    Co-Founder
    Smash Pickleball Jan 2016 - Nov 2017
  • Worktank Enterprises, L.L.C.
    Chief Operating Officer
    Worktank Enterprises, L.L.C. Dec 2006 - May 2016

Theresa Trinidad Skills

Cross Functional Team Leadership Management Budgets Marketing Strategy Marketing Project Management Strategic Planning Leadership New Business Development Social Media Marketing Marketing Communications Integrated Marketing Advertising Crm Strategy Digital Marketing Sales Recruiting Social Media Training Team Building Finance And Investment Financial Advice Financial Advisor Financial Advisory Services Generational Wealth Planning Generational Wealth Transfer Marathon Athlete Triathlete Cycling Financial Strategies For Women Holistic Goals Based Planning Approach Customized Wealth Strategies Family Wealth Management Strategies College Education Planning Customized Retirement Planning Goals Based Wealth Management Wealth Strategy For Families Who Own A Business Widow Transition Planning Values Based And Esg Investing Socially Responsible Investing Socially Responsible Portfolio Construction Value Oriented Investment Selection Lgbt Wealth Planning Health And Wellness Strategic Wealth Planning Customized Investment Strategies Financial Advising Personal Retirement Strategies College Savings Strategies Strategic Financial Strategies Goals Based Planning Approach Multi Generational Family Wealth Advising Wealth Management Guidance Retirement And Investing Planning Wealth Preservation Wealth Planning And Investment Management Wealth Management Planning Strategies Goals Based Analysis For Wealth Management Goals Based Investment Strategies Investment Strategies Private Wealth Management Retirment Planning And Wealth Management Retirement And Career Transition Planning Wealth And Legacy Planning Divorce Financial Advising Estate Planning Strategies Estate And Retirement Planning Services Family Financial Advisor Family Wealth Planning

Theresa Trinidad Education Details

  • University Of Washington - Foster School Of Business
    University Of Washington - Foster School Of Business
    Bachelor'S Degree

Frequently Asked Questions about Theresa Trinidad

What company does Theresa Trinidad work for?

Theresa Trinidad works for Planning For Good, Llc

What is Theresa Trinidad's role at the current company?

Theresa Trinidad's current role is Financial Advisor.

What is Theresa Trinidad's email address?

Theresa Trinidad's email address is t.****@****tle.com

What is Theresa Trinidad's direct phone number?

Theresa Trinidad's direct phone number is +120659*****

What schools did Theresa Trinidad attend?

Theresa Trinidad attended University Of Washington - Foster School Of Business.

What are some of Theresa Trinidad's interests?

Theresa Trinidad has interest in Captin Jack's Triahlon Club, Economic Empowerment, Civil Rights And Social Action, Environment, Education, 000, Human Rights.

What skills is Theresa Trinidad known for?

Theresa Trinidad has skills like Cross Functional Team Leadership, Management, Budgets, Marketing Strategy, Marketing, Project Management, Strategic Planning, Leadership, New Business Development, Social Media Marketing, Marketing Communications, Integrated Marketing.

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