David  Wilson,  CFP<sup>&reg;</sup> - Financial Advisor

David Wilson, CFP®

CPA PFS

Principal

Trinity Wealth Management, LLC

237 Pr 5991
Yantis, TX 75497
FINANCIAL ADVISOR'S WEBSITE
(815) 459-3762

General

David Wilson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Trinity Wealth Management, LLC in Yantis, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Business Taxes, Estate Planning, Investment Management, Life Planning, Retirement, Personal Taxes

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