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Home > Financial Planner Directory > Illinois > Chicago > John W. Wimbiscus, CFP®

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John W. Wimbiscus, CFP®

Trinity Financial Advisors, LLC

541 N Fairbanks Ct
Ste 1060
Chicago, IL 60611
Phone: (312) 245-1300
Fax: (312) 245-9009

Toll-free: (877) 287-4648
Web site

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties

Comprehensive Financial Planning
Charitable & Planned Giving
Asset Allocation
Estate Planning
Investment Management
Employee Benefits
Mutual Funds
Retirement
Sudden Wealth
Personal Taxes

About My Practice

The practice focuses on providing fee-only comprehensive planning services and investment management to Corporate Executives and other High Net Worth individuals.

Experience

I have been a Fee-Only Financial Advisor since 1984.

Registrations, Licenses, Certifications & Affiliations

Securities Registrations or Exam Qualifications

Series 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP®)
Other - NAPFA-Registered Financial Advisor

Broker-Dealer Affiliation

None/NA

How Planner Charges

Fee Only

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.