Trever Robbins Email & Phone Number

As a financial planner at Arcadia Financial in Manchester, NH, I am driven by my passion for empowering individuals and families to achieve their financial goals. A graduate of Southern New Hampshire University with a degree in Business and Finance, I have built a strong foundation of knowledge and experience that enables me to provide tailored financial solutions.I hold my SIE, Series 7, Series 66, and Life, Accident, & Health Insurance licenses, and I am actively pursuing the CFP® designation to deepen my expertise in financial planning. My proficiency in industry-leading tools such as Redtail CRM, Wealthscape, Morningstar Advisor, MoneyGuide Pro, Riskalyze, and eMoney allows me to create comprehensive and effective financial plans for my clients.My journey into financial advising includes hands-on experience through roles such as a Wealth Management Intern at Tyler, Simms & St. Sauveur, CPAs, and participation in a Financial Planning Association (FPA) virtual externship. These experiences equipped me with valuable skills in investment planning, retirement strategies, tax efficiency, estate planning, and more. Working alongside seasoned professionals, I developed the ability to simplify complex financial concepts and deliver personalized solutions.As a dedicated professional, I am committed to ongoing education and continuous improvement. Currently enrolled in Bryant University’s CFP® program, I am focused on expanding my knowledge and honing the skills necessary to excel in this ever-evolving industry.I am passionate about helping clients navigate life’s financial challenges and opportunities, building long-lasting relationships based on trust, transparency, and results. Please feel free to connect if you’d like to discuss how I can assist with your financial planning and wealth management needs.