Bill Trahan Cfp®

Bill Trahan CFP®, CRC®, RFC® has over 25 years of experience in financial planning and investment management. Bill currently serves as the SVP at Wealth Enhancement Group, an independent financial planning firm. Prior to this, Bill held the title of Executive Vice President & CFP at Carroll Financial. Bill's expertise lies in retirement income planning and asset allocation, allowing him to tailor their approach to meet each client's individual needs and goals.

Location

Charlotte, United States

Links

Previous companies

Carroll Financial logo
Consolidated Planning, Inc. logo

Org chart

Sign up to view 0 direct reports

Get started



Offices

This person is not in any offices