John B. Dexter,  CFP<sup>&reg;</sup> - Financial Advisor

John B. Dexter, CFP®

Senior Advisor

Trinity Wealth Management

8901 Saxton Dr
West Chester, OH 45069
(513) 779-8224

General

John Dexter is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Trinity Wealth Management in West Chester, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Employee Benefits, Mutual Funds, Irregular Income, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Succession Planning, Sudden Wealth, Special Needs, Personal Taxes

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