Trinity Financial Partners
Chris Gleeson, the Founder Emeritus of Trinity Financial Partners, has had a successful career spanning over several decades in various roles such as Board Member at MicroEnsure, Elder at Church of the Saviour, and former Board Member at Alliance for Confessing Evangelicals. Chris also served in the US Navy as an LT Aviator on aircraft such as S-2 and P-3, with time both on Active Duty and in the Reserves at NAS Willow Grove. With a Master of Science in Financial Services from The American College of Financial Services and a BS in Finance from The Wharton School, Chris has a strong educational background to complement their extensive professional experience.
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Trinity Financial Partners
Welcome to Trinity Financial Partners, where we are helping families and businesses multiply, manage and enjoy wealth. We are an Independent financial advisory firm focused on Comprehensive planning to include investment management, retirement planning, education planning, estate planning, insurance planning (life, disability and long term care), and charitable giving. View our Planning Process Here: http://www.trinityfinancialpartners.com/trinity-planning-process/ Independent We are not tied to any one company or product; we work for you. Trinity was formed to protect our independence on behalf of our clients. Our fee-based planning process allows us to work with your interests foremost in our mind when making recommendations. We are a fiduciary advisor to our clients. Product implementation is a separate engagement and is a natural next step in our planning process. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Trinity Financial Partners II, LLC. Kestra Investment Services, LLC (Kestra IS), is not affiliate with Trinity Financial Partners, LLC. This LinkedIn page is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra AS, Trinity Financial Partners and Premier Financial Group may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra Investment Services, LLC Compliance Department at 737-443-2582. FINRA: www.finra.org SIPC: www.sipc.org