Our Qualifications
We have provided value and personalized services to investors for over 20 years. We use our extensive personal and professional experience in all areas of investment planning to help you pursue your goals. With our experience, Trimp Wealth Management Inc. can help you navigate the industry with advice and guidance to lead you to a bright future. We hold multiple professional designations and are registered to provide a variety of financial products and services best suited to your needs. We look forward to speaking with you!
Certified Financial Planner™ Certificant
A CFP® certification has demonstrated extensive knowledge and skill in analyzing and developing personal, long-term financial strategies for clients. Awarded by the Certified Financial Planner Board of Standards, Inc., the CFP® certification is one of the most recognized certifications in the financial services industry. To earn the CFP® certification from the Certified Financial Planner Board of Standards, Inc., a Financial Advisor has met rigorous education, examination, experience and ethics requirements.
Accredited Asset Management Specialist
The Accredited Asset Management Specialist (AAMS®) is a professional designation awarded by the College for Financial Planning. The Accredited Asset Management Specialist (AAMS®) professional designation is recognized as an industry benchmark for asset management credentials. It also is endorsed by the top financial firms. Only financial professionals like Jack who successfully complete a self-study program, pass an exam, and agree to comply with a code of ethics are allowed to use the AAMS® designation.