Trisa Summers, Cfp®

Trisa Summers, Cfp® Email and Phone Number

Scottsdale, AZ @ Five Oceans Advisors
Phoenix, AZ, US
Trisa Summers, Cfp®'s Location
Greater Phoenix Area, United States, United States
Trisa Summers, Cfp®'s Contact Details

Trisa Summers, Cfp® work email

Trisa Summers, Cfp® personal email

n/a

Trisa Summers, Cfp® phone numbers

About Trisa Summers, Cfp®

Trisa Summers, Cfp® is a Scottsdale, AZ at Five Oceans Advisors. She possess expertise in estate planning, financial advisory, technology management, public speaking, retirement planning and 19 more skills.

Trisa Summers, Cfp®'s Current Company Details
Five Oceans Advisors

Five Oceans Advisors

View
Scottsdale, AZ
Phoenix, AZ, US
Website:
fiveoceansadvisors.com
Employees:
7
Trisa Summers, Cfp® Work Experience Details
  • Five Oceans Advisors
    Five Oceans Advisors
    Phoenix, Az, Us
    View
  • Five Oceans Advisors
    Director Of Client Experience
    Five Oceans Advisors Jan 2023 - Present
    Santa Monica, California, Us
    View
  • 3Rd Decade
    Course Instructor
    3Rd Decade May 2017 - Present
    Tucson, Arizona, Us
    View
  • Self-Employed
    Business Consultant
    Self-Employed Mar 2017 - Jan 2023
  • Tci Wealth Advisors, Inc.
    Ceo
    Tci Wealth Advisors, Inc. Jan 2015 - Apr 2016
    Tucson, Az, Us
    View
  • Tci Wealth Advisors, Inc.
    Partner / Advisor
    Tci Wealth Advisors, Inc. Aug 1999 - Apr 2016
    Tucson, Az, Us
    View
  • Tci Wealth Advisors, Inc.
    President
    Tci Wealth Advisors, Inc. Jan 2011 - Jan 2015
    Tucson, Az, Us
    View
  • Aqn Advisors, Inc.
    Chief Compliance Officer
    Aqn Advisors, Inc. Jun 2005 - Jan 2008

Trisa Summers, Cfp® Skills

Estate Planning Financial Advisory Technology Management Public Speaking Retirement Planning Financial Planning Portfolio Management Investments Strategic Planning Investment Advisory Asset Allocation Asset Managment Equities Wealth Management Mutual Funds Strategic Financial Planning Operations Management Asset Management Wealth Small Business Personal Finance Strategic Financial Marketing Communications Retirement

Trisa Summers, Cfp® Education Details

  • California State University-Sacramento
    California State University-Sacramento
    Education
  • University Of Southern California
    University Of Southern California

Frequently Asked Questions about Trisa Summers, Cfp®

What company does Trisa Summers, Cfp® work for?

Trisa Summers, Cfp® works for Five Oceans Advisors

What is Trisa Summers, Cfp®'s role at the current company?

Trisa Summers, Cfp®'s current role is Scottsdale, AZ.

What is Trisa Summers, Cfp®'s email address?

Trisa Summers, Cfp®'s email address is tr****@****lth.com

What is Trisa Summers, Cfp®'s direct phone number?

Trisa Summers, Cfp®'s direct phone number is +152073*****

What schools did Trisa Summers, Cfp® attend?

Trisa Summers, Cfp® attended California State University-Sacramento, University Of Southern California.

What skills is Trisa Summers, Cfp® known for?

Trisa Summers, Cfp® has skills like Estate Planning, Financial Advisory, Technology Management, Public Speaking, Retirement Planning, Financial Planning, Portfolio Management, Investments, Strategic Planning, Investment Advisory, Asset Allocation, Asset Managment.

Who are Trisa Summers, Cfp®'s colleagues?

Trisa Summers, Cfp®'s colleagues are Spencer Rand, Leslie Mallman, Cfp®, Christopher Girbés, Cfp®.

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