John W. Wimbiscus,  CFP<sup>&reg;</sup> - Financial Advisor

John W. Wimbiscus, CFP®

Principal

Trinity Financial Advisors, LLC

541 N Fairbanks Ct, Ste 1060
Chicago, IL 60611
FINANCIAL ADVISOR'S WEBSITE
(877) 287-4648
(312) 245-1300

General

John Wimbiscus is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Trinity Financial Advisors, LLC in Chicago, IL and the surrounding communities.

Financial Advisor Overview

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

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Financial Advisor Experience

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

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

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

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

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

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Helpful Financial Planning Resources