AeroLeads people directory · profile
Trisa Summers, Cfp® Email & Phone Number
Scottsdale, AZ
at
Five Oceans Advisors
1 work email found
@tciwealth.com
3 phones found area 520 and 480
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Scottsdale, AZ
Location
Greater Phoenix Area, United States, United States
Company size
Who is Trisa Summers, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Trisa Summers, Cfp® is listed as Scottsdale, AZ at Five Oceans Advisors, a company with 7 employees, based in Greater Phoenix Area, United States, United States. AeroLeads shows a work email signal at tciwealth.com, phone signal with area code 520, 480, and a matched LinkedIn profile for Trisa Summers, Cfp®.
Trisa Summers, Cfp® previously worked as Director of Client Experience at Five Oceans Advisors and Course Instructor at 3Rd Decade. Trisa Summers, Cfp® holds B.A., Education from California State University-Sacramento.
Company email context
Email format at Five Oceans Advisors
This section adds company-level context without repeating Trisa Summers, Cfp®'s masked contact details.
*@tciwealth.com
68% confidence
AeroLeads found 1 current-domain work email signal for Trisa Summers, Cfp®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Estate Planning, Financial Advisory, Technology Management, Public Speaking, and 20 others.
Current workplace
Trisa Summers, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Five Oceans Advisors
8 roles
Trisa Summers, Cfp® work experience
A career timeline built from the work history available for this profile.
Director Of Client Experience
Current
Jan 2023 - Present
Course Instructor
Current
May 2017 - Present
Business Consultant
Self-Employed
Mar 2017 - Jan 2023
Jan 2015 - Apr 2016
Partner / Advisor
Aug 1999 - Apr 2016
President
Jan 2011 - Jan 2015
Chief Compliance Officer
Aqn Advisors, Inc.
Jun 2005 - Jan 2008
Team & coworkers
Colleagues at Five Oceans Advisors
Other employees you can reach at fiveoceansadvisors.com. View company contacts for 7 employees →
SR
Spencer Rand
Colleague at Five Oceans AdvisorsSt Louis, Missouri, United States, United States
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LM
Leslie Mallman, Cfp®
Colleague at Five Oceans AdvisorsSan Francisco Bay Area, United States
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CG
Christopher Girbés, Cfp®
Colleague at Five Oceans AdvisorsSanta Monica, California, United States, United States
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Spencer Rand
Colleague at Five Oceans AdvisorsSt Louis, Missouri, United States, United States
View →
LM
Leslie Mallman, Cfp®
Colleague at Five Oceans AdvisorsSan Francisco Bay Area, United States
View →
CG
Christopher Girbés, Cfp®
Colleague at Five Oceans AdvisorsSanta Monica, California, United States, United States
View →
2 education records
Trisa Summers, Cfp® education
B.A., Education
California State University-Sacramento
Education record
University Of Southern California
FAQ
Frequently asked questions about Trisa Summers, Cfp®
Quick answers generated from the profile data available on this page.
What company does Trisa Summers, Cfp® work for?
Trisa Summers, Cfp® works for Five Oceans Advisors.
What is Trisa Summers, Cfp®'s role at Five Oceans Advisors?
Trisa Summers, Cfp® is listed as Scottsdale, AZ at Five Oceans Advisors.
What is Trisa Summers, Cfp®'s email address?
AeroLeads has found 1 work email signal at @tciwealth.com for Trisa Summers, Cfp® at Five Oceans Advisors.
What is Trisa Summers, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 520, 480 for Trisa Summers, Cfp® at Five Oceans Advisors.
Where is Trisa Summers, Cfp® based?
Trisa Summers, Cfp® is based in Greater Phoenix Area, United States, United States while working with Five Oceans Advisors.
What companies has Trisa Summers, Cfp® worked for?
Trisa Summers, Cfp® has worked for Five Oceans Advisors, 3Rd Decade, Self-Employed, Tci Wealth Advisors, Inc., and Aqn Advisors, Inc..
Who are Trisa Summers, Cfp®'s colleagues at Five Oceans Advisors?
Trisa Summers, Cfp®'s colleagues at Five Oceans Advisors include Spencer Rand, Leslie Mallman, Cfp®, and Christopher Girbés, Cfp®.
How can I contact Trisa Summers, Cfp®?
You can use AeroLeads to view verified contact signals for Trisa Summers, Cfp® at Five Oceans Advisors, including work email, phone, and LinkedIn data when available.
What schools did Trisa Summers, Cfp® attend?
Trisa Summers, Cfp® holds B.A., Education from California State University-Sacramento.
What skills is Trisa Summers, Cfp® known for?
Trisa Summers, Cfp® is listed with skills including Estate Planning, Financial Advisory, Technology Management, Public Speaking, Retirement Planning, Financial Planning, Portfolio Management, and Investments.
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